Core Routing: Juniper Keeps Gaining on Cisco

Cisco Systems Inc. continues to lose market share to Juniper Networks Inc. 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 US$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.