The fourth quarter of 2011 saw carrier infrastructure revenues hovering around the $3 billion mark for the third successive quarter, according to a research report.
The report from Synergy Research Group also said full-year 2011 revenues showed a 3.5% uptick from 2010, although fourth quarter revenues were actually down almost 10% against the same period in 2010 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 and chief analyst at Synergy Research Group.