Outgrew the overall service provider router, Carrier Ethernet switch market in the quarter
Despite a decline in the overall market, Cisco grew revenues in carrier infrastructure in the third quarter on both an annual and sequential basis. Synergy Research Group found that Cisco grew share in service provider core and edge routers, and Carrier Ethernet switches, from 48.7% in Q2 to 52.9% in Q3, 2011.
At the same time, the worldwide market declined 5.3% from Q2 and .5% from the third quarter of 2010, according to Synergy. And after a drop off in late 2010, Cisco has now improved its market share in each of the last three quarters, Synergy found.
Cisco’s revenue growth in the third quarter beat the market trend across all five major product segments and in three of the four regions. In the Carrier Ethernet segment, its revenue grew 20% from the previous quarter and reached an all-time high for the company, according to Synergy.
The other leading vendors all saw their market share decline in the quarter. Juniper’s carrier infrastructure revenues were the lowest since the third quarter of last year, but the company still realized year-on-year growth in each of the last four quarters, resulting in a 22% increase in annualized revenues.
Synergy attributes Juniper’s success to its modular architecture and focus on mobile and cloud computing.
Alcatel-Lucent also saw a substantial sequential drop in revenues and market share. But aggregated revenues from the last four quarters surpassed those from the previous four, Synergy found.
Synergy says Alcatel-Lucent it is finding some success in its 100G Ethernet IP/optical upgrade strategy and video/CDN focus.
Huawei revenues dropped off substantially in Q3, and its revenues from the last four quarters came in slightly lower than the previous four, Synergy found.
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