September 2022 – Brander Group Inc recently sold approximately 1.7 million IP addresses for over $87 million. T2022 revenue exceeds $200 million.
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So far, 2022 has shown a stable yet low level of IPv4 demand as compared to the previous three years. This is largely attributed to a massive increase in demand and the shortage of IPv4 inventory back in 2021, which in turn caused the prices to increase by 100% in just 1 year.
The IPv4 transfer market was born when ARIN, RIPE and APNIC created policy to allow IPv4 address to be transferred from one owner to another. According to the transfer logs from the three internet registries, there have been over 360 million IPv4 addresses transferred between private parties since 2016
What is IPv4 Geolocation?
IPv4 geolocation maps an IPv4 address to a specific geographic location based on the connected device. By geographically mapping the IP address, any user can determine the country, state, city, zip code, latitude/longitude, ISP, area code, and type of service it is being used for.
Due to the volatility of the IPv4 transfer market in 2021, our team was eagerly waiting to see the results of the ARIN transfers from December to complete our analysis of the entire year. There could have been a few different predictions on where the IPv4 market would end up based on the limited market supply, COVID variants, ARDOF funds and the mysterious transfer of 175 million IP addresses by the U.S. Pentagon.
While we have had a strong run and increase in IPv4 demand over the previous 3-4 months, October seemed to have slowed down a bit. The total number of IPv4 transfer requests in ARIN dropped to 143, which is down -16% from 171 requests in September and -12% from the 163 average requests over the course of 2021.
September IPv4 market trends have been very positive compared to what we saw as the average of the previous 3 months. Signs of life from IPv4 buyers are visible based on the increase of IPv4 transfers requested again from 167 in August to 171 in September.
The month of August 2021 seems to have finally showed a positive trend in the IPv4 transfer market. Figures for IPv4 transfers requested, indicating demand, and transfers completed, indicating supply, have returned to the values we saw at the beginning of the year.
The Cyberspace Administration of China plans to phase out IPv4 usage by implementing large scale IPv6 adoption in three stages ending in 2030. This could potentially impact the global IPv4 market as Chinese companies could sell off existing IPv4 addresses.
As reported in the previous 2 blog posts, the month of May 2021 was a milestone in terms of ARIN IPv4 transfer requests. It was the first time that transfer requests dropped below 100 per month since the market was born in 2015. The volatility continues to have a decreasing trend line with a significantly lower average than the entire 2021 year, and the past 4 years combined.