Core routing: Juniper keeps gaining on Cisco
 
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Cisco continues to lose market share to Juniper Networks in Internet core routing, according to the latest figures from Dell'Oro Group.
According to Dell'Oro's data for the third quarter, Cisco's share of the $680.6 million market for Internet core routers was 69%, down from 75.4% in the second quarter and 80.2% in the first quarter. Worldwide revenue in those quarters was $503 million and $372.9 million, respectively.
Juniper's share grew from 22.4% in the second quarter to 30% in the third quarter. The company's market share in the first quarter was 17.3%.
The market overall grew 35% in the third quarter, on top of an equal 35% growth rate in the second quarter. Juniper's third-quarter revenue growth was more than double the market, at 78%. Cisco grew less than the overall market, at 23%.
Avici Systems, the distant No. 3 player in Internet core routing, almost doubled its revenue in the third quarter but still has less than 1% market share, Dell'Oro says.
But Cisco says Dell'Oro's numbers do not reflect an apples-to-apples comparison of Internet router products.
The Dell'Oro numbers include sales of Juniper's edge routers, the M5 and M10, as well as revenue from service and support operations, a Cisco spokesperson says. The numbers exclude Cisco's service revenue, as well as sales of Cisco's 7500 and 10000 ESR edge routers, the spokesperson says. But Juniper, for its part, says it realized no M5 or M10 revenue in the third quarter.
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