If I had to guess, I'd say Netgate is working on an SD-WAN service of sorts. Many players in this market are displacing the edge firewall, and offering a built-in service of their own or in partnership with a third-party might be a smart move.
Both are smart strategies and well within your core competency. As long as you're not building your own SD-WAN service you're golden.
Thanks! Running our own SD-WAN service seems a lot like opening a cute little coffee shop: A fine way to spend a lot of money with no result.
There is a third option, which is also customer-centric: Allow the customer to run their own SD-WAN.