Alcatel-Lucent (NYSE: ALU) moved past Juniper Networks (NYSE: JNPR) in terms of carrier infrastructure market share in the fourth quarter of 2011, a new study says, only the second time in the past four years Alcatel-Lucent has pulled ahead into second place behind perennial leader Cisco (Nasdaq: CSCO).
The report, from Synergy Research Group, attributed Alcatel-Lucent’s surge to a solid performance in the EMEA region, where it saw strong revenue growth from the previous quarter. Juniper’s struggles in the past quarter allowed Alcatel-Lucent to take 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 percent versus 16.8 percent for Alcatel-Lucent.
Jeremy Duke, founder and chief analyst of Synergy, said Alcatel-Lucent and Juniper both nevertheless saw strong growth in the EMEA region, recording market shares of more than 25 percent and 22 percent respectively in the final quarter.
Synergy’s 4Q11 Carrier Infrastructure Market Share report provides quarterly market shares for service provider core routers, edge routers and carrier Ethernet switches.
Overall carrier infrastructure revenues hovered around the $3 billion mark for the third successive quarter, with full-year revenues inching ahead 3.5 percent from 2010. But the fourth quarter wasn’t kind to the segment; revenues were actually down almost 10 percent from a year ago.
“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 percent, and increasing its share of a declining North American edge router and switch market–to levels it hasn’t achieved in over three years,” said Duke.
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