IPv4 Market Update – June 2015

The North American IPv4 free pool nears total depletion, ARIN activates its waitlist, a needs based standard is proposed for 8.3 transfers, and IPv6 continues to reach new heights in the U.S. while maintaining persistent lows elsewhere in North America.

ARIN allocated nearly 1.4 million IPv4 addresses to six organizations in the month of June.  These allocations, combined with a series of smaller allocations, have left fewer than 150,000 IPv4 addresses in the free pool.  Any company seeking a free IPv4 block larger than 512 numbers is out of luck.  On July 1, ARIN announced that it had activated its waitlist:  It could no longer satisfy an approved request.

The transfer market was relatively quiet last month across all regions and involved smaller block transactions.  On June 23, ARIN Policy Proposal 2015-7 “Simplified Requirements for Demonstrated Need for IPv4 Transfers” was introduced and is currently “under discussion.”  The current policy under 8.3 requires a demonstrated need for up to a 24 month supply.   The proposed policy would require that transfer recipients demonstrate a need for at least 50% of their aggregate IPv4 addresses (including the requested addresses) in a 24 month period.

ARIN depletion, coupled with implementation of the RIPE policy permitting interRIR transfers this August, should spark increased market activity and escalating prices.

Global IPv6 connectivity reached a new high of 7.48% and in the U.S. connectivity exceeded 20%.  Our neighbors to the north and south are not making nearly the same progress, however, with Canada at .5% and Mexico at 0.02% IPv6 connectivity.    The percentage of Alex Top 1000 websites now reachable over IPv6 remained steady since last month, hovering around 16%.

In the news, Geoff Huston reports that there is an uptick in IPv6 adoption among mainstream ISPs, Akamai releases its quarterly State of the Internet report, and Avenue4 announces that its principals have brokered transactions exceeding $74,000,000.