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Despite a decline in the overall market, Cisco grew revenues in carrier infrastructure in the third quarter on both an annual and sequential basis. Synergy Research Group found that Cisco grew share in service provider core and edge routers, and Carrie…
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I know some of my Anon detractors will be thrilled with this news: I’m going on vacation for two weeks! So this will likely be the last post in “The Cisco Connection” until August 29. Enjoy the rest of the summer!
I leave you with this — the first in …
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The service provider router and switch market grew 9% in Q1 to about $2.65 billion, according to two market research firms. Cisco retained the lead in both but Juniper won back the No. 2 spot in edge routing from Alcatel-Lucent, according to ACG Resear…
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TheStreet.com says Alcatel-Lucent gained in edge, Juniper in core at company’s expenseCisco lost share in edge and core service provider routing in the fourth quarter of 2010, according to this video clip from TheStreet.com. TheStreet.com doesn’t cite …
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One side of two-sided packet optical/optical packet planCisco this week unveiled a transport system for service provider networks that is designed to help them better support packet and IP-based services, like video, mobility and cloud computing. Legac…
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Verizon (NYSE: VZ) is fulfilling more of its 100 Gbps desires as it nears completion of a multi-vendor 100 Gbps Ethernet link for the IP backbone on a segment of its European long-haul network.
This latest deployment follows Verizon’s deployment of a …
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Alcatel-Lucent claims its 10G OmniSwitch 10000 Ethernet switch comes with … and will face off against Cisco's Nexus and switches from Juniper Networks. …
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Juniper took one-third of Cisco's share in core routing shortly after coming … Router 7750 optimized for traffic management and processing of IPTV, WebTV, …
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IPoDWDM involves putting a tunable DWDM interface on a router. … and Alcatel-Lucent (NYSE: ALU) and Juniper Networks Inc. (NYSE: JNPR) now support it as …
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There’s really not a lot to like about Cisco’s (Nasdaq: CSCO) Q4 earnings statement and its cautious revenue forecast. Cisco’s fiscal Q4 ended July 31 results of $10.8 billion, while 27 percent above last year’s results, slightly missed analyst’s expectations of $10.9 billion.
But what’s troubling financial analysts and Wall Street even more is Cisco CEO John Chambers’ cautious outlook. Analysts and investors alike were expecting that Cisco would report an uptick in sales as service provider’s upgrade their respective networks to keep up with growing Internet-based applications.
“We are seeing a large number of mixed signals in both the market and from our customers’ expectations, and we think the words ‘unusual uncertainty’ are an accurate description of what is occurring,” Chambers told analysts on Wednesday.
Not surprisingly, investors did not like this outlook and punished Cisco by sending its share price down 8 percent in after-hours trading. The router giant forecast that revenue would increase 18-20 percent over 2009, which fell short of average analyst estimates of 21 percent to $10.95 billion.
Chambers attributed the cautious outlook to a dip in sales in late June and European debt issues, but added that business started to pick up at the end of fiscal Q4. Unfortunately, the sales uptick did not happen quickly enough. “He certainly sent investors mixed signals. But overall, it looks like orders ramped up towards the end of the quarter but weren’t strong enough to give the guidance that people were looking for,” said Bill Choi, analyst at Jefferies & Co.
One potential bright spot that could contribute to further growth was that Cisco was picked as one of AT&T’s three IP/MPLS, Ethernet and Evolved Packet Core equipment domain suppliers alongside rivals Alcatel-Lucent (NYSE: ALU) and Juniper (NYSE: JNPR). Although making it onto AT&T’s domain supplier list does not necessarily mean instant sales, it does give Cisco a chance to better compete for future IP-based voice, video and data traffic upgrades.
For more:
- see the earnings release here
- Reuters has this article
Related articles:
Cisco ‘firing on all cylinders’ with strong fiscal Q3 earnings report
Cisco unveils long-awaited CRS-1 upgrade
Cisco, TANDBERG combined partner program 9 months away
Rumor Mill: Cisco buying Nokia?
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The worldwide service provider router market is entering a growth cycle that will see revenue increase by more than 60% over the next five years, according to Dell’Oro Group. After a sharp decline in 2009 driven by the global recession, the router market is experiencing strong demand as service providers increase the capacity of networks to accommodate growth of Internet traffic, the firm states. &…
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By now, all of our readers are sure to know all about AT&Ts supply chain streamlining and their break from the two vendor rule in the IP core. Juniper, Cisco and Alcatel-Lucent will all provide equipment for the carriers wireline and wireless IP core. Rounding out the coverage of this announcement from AT&T are a [...]
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AT&T (NYSE: T), after days of speculation, confirmed late last week that Alcatel-Lucent (NYSE: ALU), Cisco (Nasdaq: CSCO) and Juniper (NYSE: JNPR) have a seat at the their IP-based network table as “domain suppliers.” News of Juniper being awarded a spot on AT&T’s domain supplier list broke late last Wednesday.
While the domain supplier status gives these vendors a fighting chance for new business with the carrier, none of these vendors are strangers to AT&T’s network. The new contracts, which span its equipment needs for both wireline-based triple play services and wireless backhaul, include IP, MPLS, Ethernet and Evolved Packet Core (EPC) equipment.
Gaining “domain supplier” status for wireless backhaul is obviously a big win for Alcatel-Lucent, for one, which previously was named as one its LTE mobile broadband technology and as one of two suppliers for its Radio Access Domain.
But just because these vendors have been named domain suppliers, AT&T maintains “there is no guarantee of any business award.”
The announcement of these three vendors as AT&T’s new domain suppliers is obviously another blow to Tellabs (Nasdaq: TLAB), a major supplier of wireless backhaul equipment to AT&T. Even though Tellabs reported a solid Q2 earnings statement, company shares were down on fears of losing a piece of its wireless backhaul business to Alcatel-Lucent and Cisco.
J.P. Morgan analyst Rod Hall said in a Reuters article that the impact of AT&T signing deals with Alcatel-Lucent, Cisco and Juniper could be a big blow to Tellabs “considering that around 40 percent of Tellabs’ broadband data sales come from AT&T’s wireless backhaul network.”
For more:
- Reuters has this article
Related articles:
Rumor Mill: Juniper in line for big AT&T contract
Tellabs Q2 earnings up, but potential AT&T loss drives down shares
Alcatel-Lucent Q2: IP, wireless carry the day with strong results
Juniper Q2: Revenue up, but Q3 forecast disappoints analysts
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As expected, AT&T this week named Cisco among its three suppliers for the carrier’s IP/MPLS network “domain.” The other two are Juniper and Alcatel-Lucent. Read more
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