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Juniper's enterprise attack is making progress

Juniper's EX Series Ethernet swtiches surpass 1 million ports shipped, analyst says.

By Jim Duffy on Mon, 08/17/09 - 8:57pm.

Juniper today trumpeted the fact that its EX Series Ethernet Switches have posted four consecutive quarters of revenue growth through 2Q09. Its EX series has surpassed one million ports shipped, according to the most recent Dell’Oro Ethernet Switching Market Report.

The Juniper press release says:

"Juniper’s EX Series switch product revenue for 2Q09 grew 44 percent over the previous quarter, and 312 percent over the same quarter last year. The product line’s ongoing success is derived from substantial traction in several industry segments, such as government, higher-education, manufacturing and financial services, including the ultra-low latency core network for NYSE Euronext’s consolidated global data centers."

Dell' Oro says that North American companies were buying the lion's share of Ethernet switches, where port shipments grew by roughly 20 percent over last quarter. Juniper hints that its EX Series is one of the main reasons for the market's growth, asserting that its switch revenue is growing "faster than any enterprise Layer 2/Layer 3 switch vendor entering the market in the previous decade." Numbers, particularly percentages, tell only part of the story. This statistic could mean that more users are turning to Juniper for new switches. It could also mean that Juniper is commanding more revenue (higher prices) for the switches they sell.

Do you think users are paying more for Juniper switches?

Posted by Cisco Subnet editor Julie Bort

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The Cisco Subnet blog is written by Network World managing editor Jim Duffy Visit the Cisco Subnet home page daily and while you are there, subscribe to the Cisco Alert e-mail newsletter, which includes news and views generated by the Cisco Subnet community as well as Cisco-related stories on Network World and elsewhere on the Web.

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