Company Overview
About DriveNets
DriveNets is an Israeli networking software company that is fundamentally changing how telecommunications carriers and cloud operators build their routing infrastructure. Founded in 2015 and headquartered in Tel Aviv, DriveNets developed Network Cloud — a software-based routing architecture that runs on standard commercial off-the-shelf (COTS) white-box servers rather than proprietary hardware. This disaggregation approach allows carriers to scale network capacity linearly and predictably while dramatically reducing capital expenditure locked into vendor-proprietary systems.
Business Model & Competitive Advantage
The company's Network Cloud-AI product specifically targets the connectivity requirements of AI data centers, where traffic patterns and scale demands differ fundamentally from traditional carrier backbones. Customers include AT&T, one of the largest telecommunications companies in the United States, which acquired a 15% stake in DriveNets through a secondary share purchase in 2025 — valuing the company at approximately $5 billion. Earlier investors include Bessemer Venture Partners, Pitango, D1 Capital, and others who backed the company through $470M+ in prior funding rounds (Series B and C).
Competitive Landscape 2025–2026
DriveNets competes with established networking vendors Cisco, Juniper Networks, and Nokia, as well as emerging disaggregation players. Its strategic edge is enabling carriers to deploy routing capacity with the operational flexibility of cloud infrastructure, making it one of the few companies credibly disrupting the multi-decade duopoly that has controlled carrier routing hardware.
Key Differentiators
Strong Challenger
DriveNets is an established challenger with significant market presence and competitive offerings in Telecom & Communications.
Frequently Asked Questions
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