Cisco lost market share in network security appliances and software in 1Q09

Juniper, Check Point and Fortinet all gained market share in 1Q09.

Jeff Wilson - network security analyst at Infonetics Research, provides further details on why Cisco has lost market share in network security:

"Cisco is the revenue-leading vendor overall with 38% of total network security appliances and software in 1Q09 (down 2.8 points from 4Q08); Cisco has held this share position since CY02; they've been a strong leader in this market for a long time now, and the main reason for their strength (their ability to sell the total solution and attach security sales to network infrastructure sales) is also the main reason for the huge decrease in their revenue (a 20% drop) in 1Q09; security sales will come back for Cisco (they noted that security attach rates to routers didn't decrease at all, and their content security revenue actually grew in 1Q09); we expect that by between 3Q09 and 4Q09 they'll be back to 4Q08 levels for security revenue. Juniper and Check Point are second and third with 10.4% and 9.5% respectively. Both felt the pinch in 1Q, but neither felt it as bad as Cisco did."

Related story:
Cisco losing share across the board: analyst

Why do you think Cisco has lost market share in network security?

BradReese.Com Cisco Refurbished - Services that protect, maintain and optimize Cisco hardware
Contact: Brad Reese | Twitter: http://twitter.com/BradReese

1. Cisco CEO John Chambers quacks up the Cisco workforce and is an Internet sensation to boot
2. The sudden and unexplained departure of Cisco data center marketing honcho, Douglas Gourlay
3. Is Marc Andreessen betting $300M against Cisco's successful acquisition model?
4. Enterasys NAC sales triple
5. New NTIA administrator owned Cisco stock when Cisco granted coveted NTIA Buy American exemption
6. New worldwide Cisco CCIE count surpasses historic 20K milestone
7. Average tenure of a senior Cisco executive is 11.5 years
8. It appears Agito Networks has surpassed competitors on mobile handset technology
9. Cisco selling refurbished Linksys directly to end users
10. Will Liquid Computing pour cold water over Cisco's ambitious unified computing system?
11. New Apple iPhone 3G S will kill the Cisco Flip video camera
12. How to reduce the high cost of T1 service
13. New Cisco tool for those who don't know or use binary math
14. Comment from Network World reader removes Cisco SVP Judy Lin's face from Cisco's Mount Rushmore of senior executive biographies
15. Executive who outsourced U.S. jobs to India appears to be leaving Cisco
16. Cisco SEC filing: Unable to reasonably estimate a range of loss, if any for Cisco Brazilian subsidiary
17. Cisco may invest more than $500M in new data center located near Dallas, Texas
18. Director-class switch dustup between Brocade and Cisco over Miercom lab test results
19. Robert Lloyd, most likely successor to Cisco CEO John Chambers goads channel partners to wallop HP ProCurve
20. View Brad Reese on Cisco Story Archives

• Cisco
• LANs / WANs
• Security
• But neither felt it as bad as Cisco did
• Cisco has held this share position since CY02
• Cisco is the revenue-leading vendor overall with 38% of total network security appliances and software in 1Q09 (down 2.8 points from 4Q08)
• Further details on why Cisco has lost market share in network security
• Jeff Wilson - network security analyst at Infonetics Research
• Juniper and Check Point are second and third with 10.4% and 9.5% respectively
• Security sales will come back for Cisco