Telecom infrastructure revenues down 10% in Q4 2011 : Synergy Research Group

By Telecom Lead Team: Carrier infrastructure revenues
touched around $3 billion in fourth quarter of 2011, down 10 percent against Q4

Full year 2011 revenues showed a 3.5 percent increase
from 2010. Cisco finished 2011 with a 51 percent market share in the final
quarter and a 50 percent share of full-year revenues.

The Synergy Research Group Q4 2011 Carrier Infrastructure
Market Share report provides quarterly market shares for Service Provider Core
Routers, Edge Routers, and Carrier Ethernet Switches.

Alcatel-Lucent has overtaken Juniper to take over the
number two spot in the market share ranking. While Alcatel-Lucent grew its revenues
strongly from the previous quarter, Juniper’s revenues declined substantially,
giving Alcatel-Lucent a market share lead of 2.7 percent 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.

Alcatel-Lucent managed strong performance in the EMEA
region, where it increased its market share to over 25 percent. Juniper saw
both sequential and year-on-year revenue gains to achieve a 22 percent regional
market share in the final quarter.

“Conversely Cisco saw its EMEA market share drop to
an all-time low of just 43 percent. 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 Jeremy Duke, founder & chief analyst, Synergy
Research Group.

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