Alcatel-Lucent Takes Over Number Two Spot From Juniper


RENO, NV--(Marketwire - Feb 14, 2012) - Synergy Research Group announces the publication of the 4Q11 Carrier Infrastructure Market Share report. This report provides quarterly market shares for Service Provider Core Routers, Edge Routers, and Carrier Ethernet Switches.

The fourth quarter of 2011 saw carrier infrastructure revenues hovering around the $3 billion mark for the third successive quarter. Full-year 2011 revenues showed a 3.5% uptick from 2010, although 4Q11 revenues were actually down almost 10% against 4Q10, when the market spiked upwards. Cisco finished 2011 with a 51% market share in the final quarter and a 50% share of full-year revenues.

One of the big stories in the quarter was Alcatel-Lucent zipping past Juniper to take over the number two spot in the market share ranking -- a feat it has managed in only twice in the last four years. While Alcatel-Lucent grew its revenues strongly from the previous quarter, Juniper's revenues declined substantially, giving Alcatel-Lucent a clear market share lead of 2.7 percentage points in the quarter. For the full year Juniper did maintain its number two ranking, with a market share of 18.2% versus 16.8% for Alcatel-Lucent.

"Digging into the details, Alcatel-Lucent can thank much of its quarterly revenue growth to a strong performance in the EMEA region, where it increased its market share to over 25%. Juniper can also thank the EMEA region for providing it some bright sparks in a tough quarter -- it saw both sequential and year-on-year revenue gains to achieve a 22% regional market share in the final quarter," said Jeremy Duke, Founder & Chief Analyst, Synergy Research Group. "Conversely Cisco saw its EMEA market share drop to an all-time low of just 43%. However, there was plenty of good news for Cisco in the quarter, including a market share gain in the high-growth APAC region, increasing its share of the worldwide service provider core router market to almost 65%, and increasing its share of a declining North American edge router and switch market -- to levels it hasn't achieved in over three years."

About Synergy Research Group

Synergy Research Group (www.srgresearch.com), a strategic partner of TeleGeography (www.telegeography.com), provides market intelligence, analytics, and strategic consulting services to the networking and telecom industries. For over a decade, Synergy has been a respected leader for quantitative analysis with a focus on emerging technologies, being the first to track IP Telephony and VoIP equipment. Synergy Research Group delivers quarterly data and analytical web-based tools with a comprehensive set of syndicated research services covering UC Applications, Enterprise Voice, Data Center, Mobile Internet Infrastructure, Videoconferencing & TelePresence, Network Security, Cloud Communication & Collaboration, Content Delivery Networks, IPTV, Routers, Ethernet Switching, Service Provider VoIP, SAN, Smart Grid, WLANs, and emerging IP communication technologies.

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Heather Gallo
Synergy Research Group
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