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FatPipe Unveils VeloCloud Replacement Program with Price Match, 15% Discounts and 10% Partner Rebates

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FatPipe (NASDAQ:FATN) launched a VeloCloud Replacement Program on April 28, 2026 to help enterprises and channel partners replace legacy VeloCloud deployments with FatPipe's SD-WAN.

Key terms: a minimum 15% discount/b) on existing VeloCloud TCV for direct customers, a , and zero-cost managed migration.

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Positive

  • Minimum 15% discount on existing VeloCloud contract TCV for direct customers
  • 10% partner rebate on signed total contract value for channel partners
  • Zero-cost managed migration with onboarding and cutover included

Negative

  • Customers report VeloCloud reliability and failover gaps prompting migration interest

Key Figures

Customer discount: 15% discount Partner rebate: 10% rebate Share price: $1.99 +5 more
8 metrics
Customer discount 15% discount Minimum discount on TCV of existing VeloCloud contracts
Partner rebate 10% rebate Rebate on signed total contract value for channel partners
Share price $1.99 Pre-news current price, down 0.5% over 24 hours
52-week range $1.31 – $12.382 Price stood 83.93% below 52-week high before this news
Trading volume 32,429 shares Today vs 20-day average volume of 95,671
Market cap $27,848,936 Equity value prior to announcement
Insider purchase 20,000 shares at $1.45 Open-market buy by director Bhaskar Ragula on Form 4
Quarterly revenue $4.1 million Revenue for quarter ended Dec 31, 2025, up 30% YoY

Market Reality Check

Price: $1.9900 Vol: Volume 32,429 is well bel...
low vol
$1.9900 Last Close
Volume Volume 32,429 is well below 20-day average of 95,671 (relative volume 0.34). low
Technical Shares at $1.99 are trading below the 200-day MA of $3.84 and 83.93% under the 52-week high of $12.382.

Peers on Argus

Pre-news, FATN was down 0.5% with light volume while sector peers showed mixed m...
1 Down

Pre-news, FATN was down 0.5% with light volume while sector peers showed mixed moves (e.g., KPLT up 2.11%, LIDR down 5.31%, XBP up 4.32%). Momentum scanner flagged only LHSW, down 40.27% without news, reinforcing a stock-specific rather than sector-driven setup.

Historical Context

5 past events · Latest: Apr 27 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Apr 27 Conference appearance Positive -0.5% Investor conference presentation and one-on-one institutional investor meetings.
Apr 16 Earnings call notice Neutral -4.5% Scheduled webinar to present Q4 and full-year fiscal 2026 results.
Mar 31 Channel partnership Positive +24.5% Global distribution partnership with TD SYNNEX for Secure SD-WAN and cybersecurity.
Mar 23 Analyst coverage Positive +13.4% D. Boral Capital initiated research with Buy rating and $8.00 target.
Mar 05 Shareholder letter Positive +1.2% CEO letter outlining sales strategy, partner activation, and new research coverage.
Pattern Detected

FATN has reacted strongly to business development and research coverage news, while logistics- or event-focused announcements have seen muted or negative next-day moves.

Recent Company History

Over the last few months, FatPipe has highlighted expanding investor outreach, new partnerships, and external research coverage. On Mar 5, 2026, a CEO letter outlining sales expansion and new coverage coincided with a 1.16% gain. A partnership with TD SYNNEX on Mar 31, 2026 saw shares rise 24.49%, and research initiation with an $8 target on Mar 23, 2026 produced a 13.37% move. In contrast, conference participation and an earnings call announcement on Apr 27 and Apr 16 aligned with modest declines.

Market Pulse Summary

The stock is up +6.0% following this news. A strong positive reaction aligns with FatPipe’s strategy...
Analysis

The stock is up +6.0% following this news. A strong positive reaction aligns with FatPipe’s strategy of converting legacy SD-WAN users via aggressive pricing, with a 15% minimum discount and 10% partner rebate creating clear economic incentives. Historically, business development and coverage news (e.g., the TD SYNNEX deal’s 24.49% move) have drawn strong responses. However, shares still trade well below the $12.382 52-week high, and prior rallies came from low-volume conditions, which can make gains vulnerable to sharp reversals.

Key Terms

sd-wan, failover
2 terms
sd-wan technical
"with FatPipe's secure, high-performance SD-WAN platform.As organizations reevaluate"
SD‑WAN is a technology that uses software to control and direct wide-area network traffic between offices, data centers and cloud services instead of relying solely on traditional hardware routers. Think of it as a smart traffic manager that chooses the fastest, cheapest or safest route for each data flow, improving performance, cutting telecom costs and simplifying upgrades. Investors care because it can lower operating expenses, enable faster cloud adoption and create steady demand for networking and security services.
failover technical
"Reliability & Failover Gaps: Customers report disruption during link failover"
Failover is the automatic switch from a primary device, service, or data center to a backup when something goes wrong, so operations keep running without manual intervention. For investors, failover matters because it reduces downtime and service interruptions that can harm revenue, reputation, and regulatory compliance—think of it like a car moving onto a spare tire so the trip can continue without a long delay.

AI-generated analysis. Not financial advice.

SALT LAKE CITY, UT / ACCESS Newswire / April 28, 2026 / FatPipe, Inc. (NASDAQ:FATN) today announced its VeloCloud Replacement Program, a targeted initiative designed to help enterprises and channel partners rapidly replace legacy VeloCloud deployments-now part of Arista Networks-with FatPipe's secure, high-performance SD-WAN platform.

As organizations reevaluate first-generation SD-WAN, FatPipe is eliminating the biggest barriers to switching: downtime risk, cost, and migration complexity-while creating immediate upside for both customers and partners.

Program Highlights:

  • Best Customer Pricing: at minimum, 15% discount on the TCV of the existing VeloCloud contract for customers who come direct to FatPipe

  • Channel Partner Incentive: 10% rebate on signed total contract value (TCV) for partners who bring VeloCloud replacement opportunities to FatPipe

  • Zero-Cost Migration Assistance: Fully managed onboarding and cutover with no additional cost

Why customers are switching from VeloCloud:

  • Reliability & Failover Gaps: Customers report disruption during link failover and inconsistent performance across multiple WAN connections

  • Downtime Risk from Complexity: Troubleshooting outages and policy issues can delay recovery and increase operational risk

FatPipe addresses these challenges with true active-active link utilization and sub-second failover with no session drops, delivering consistent uptime without added complexity or cost.

"Enterprises shouldn't have to tolerate downtime or increasing costs from legacy SD-WAN platforms," said Ms. Sanchaita Datta, President and CTO of FatPipe, Inc. "We've made switching simple: match your current price, eliminate reliability concerns, and deliver immediate value to both customers and partners."

To learn more or start your migration today, visit: https://www.fatpipeinc.com/velocloud-replacement-program

Forward-Looking Statements

Certain statements contained in this press release, may constitute forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements can generally be identified by our use of forward-looking terminology such as "may," "will," "expect," "intend," "anticipate," "estimate," "believe," "continue," or other similar words. Readers are cautioned not to place undue reliance on these forward-looking statements, which are based on management's current expectations and are inherently subject to various risks, uncertainties, assumptions, or changes in circumstances that are difficult to predict or quantify. These risks and uncertainties include, but are not limited to, those described in FatPipe's filings with the U.S. Securities and Exchange Commission. Except as required by law, FatPipe expressly disclaims a duty to provide updates to forward-looking statements, whether as a result of new information, future events or other occurrences.

About FatPipe, Inc.

FatPipe pioneered the concept of software-defined wide area networking (SD-WAN) and hybrid WANs that eliminate the need for cooperation from ISPs and allow enterprises and service providers to control multi-link network traffic. FatPipe offers a single-stack networking and cybersecurity platform backed by 13 U.S. patents related to multipath and software-defined networking. FatPipe products are sold through more than 200 resellers worldwide.

For more information, please visit www.fatpipeinc.com.

Follow us on X @FatPipe_Inc.

Company Contact
+1 801.683-5656 x 1140
sales321@fatpipeinc.com

SOURCE: FatPipe Networks



View the original press release on ACCESS Newswire

FAQ

What does FatPipe's VeloCloud Replacement Program (FATN) offer customers?

It offers a minimum 15% discount versus existing VeloCloud TCV for customers who come direct to FatPipe. According to the company, the program also provides fully managed, zero-cost migration assistance and aims to reduce downtime risk from legacy SD-WAN deployments.

How do channel partners earn rebates under FatPipe's program for FATN?

Channel partners receive a 10% rebate on signed total contract value (TCV) for VeloCloud replacement opportunities. According to the company, partners bringing replacement deals will qualify for the rebate alongside FatPipe's managed onboarding and migration support.

Does FatPipe provide migration support for VeloCloud replacements and what does it include?

Yes. FatPipe provides fully managed onboarding and cutover at no additional cost as part of the program. According to the company, this zero-cost migration assistance covers implementation and aims to minimize downtime and complexity during transition.

Why is FatPipe targeting VeloCloud (now part of Arista) customers with this program?

FatPipe cites customer-reported reliability issues, inconsistent multi-WAN performance, and downtime risk from complexity as reasons for the program. According to the company, the offering addresses these concerns via active-active link utilization and sub-second failover.

When was the VeloCloud Replacement Program announced for FatPipe (FATN)?

FatPipe announced the program on April 28, 2026 to accelerate migrations from legacy VeloCloud deployments. According to the company, the initiative pairs price-match discounts, partner rebates, and zero-cost migration to drive rapid adoption.