Market Share: 2Q09 Sp switching and routing Aarkstore-Enterprise The ice begins to melt, but not no cracks - a global provider of switching and routing (R & S) of revenue was 2.7 billion in 2Q09, up 8% sequentially but down 22% over the same quarter last year. Versus 2Q08 IP / MPLS sales were down 16%, IP / MPLS core earnings fell 31%, and sales of ATMs decreased by 36%. Considers the recent free fall is over and the market has stabilized. We expected 2009 sales to 11.5 billion, down 14% compared to 2008, the first and second quarter results bring to market 46% of our forecast for 2009.
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Contents:
Summary
In a word
See Ovum
Market improves, but macro-economic climate always pressure on 2Q09 results
Key Messages
2Q09 results
IP / MPLS market downturn reversed in 2Q09
2Q09 Highlights for market segments based on technology
2Q09 Highlights for market segments based on the demand
2Q09 market share positions (rolling 4Q)
Market share
share most of the gains from Alcatel-Lucent's leading supplier
changes in market share
Analysis of quarterly results
Market growth and prospects
Softness is expected to continue until 2009
Regional Analysis
Emerging markets in Asia are gaining ground, now tied with North American deployment in 4Q earnings
analysis at the product level
Overview of the segment: the technology-level analysis
Core IP / MPLS
Edge IP / MPLS
IP / Ethernet
ATM / MPLS
Overview of the segment: an analysis at the application level
IP transport and services
Ethernet transport and services
transport and existing services
Market trends
The ice begins to melt due to the growth of traffic and because carriers are running hotter IP infrastructure
DP and trends tender
Funding
Key Developments
IP applications
Competition
Connections
List of Tables
Table 1: SP switching and routing, analysis of results 2Q09
LOF
Figure 1: quarterly revenue, global provider of S & R-2Q09 3Q07
Figure 2: Market share, SP switching and routing (4Q rolling), 3Q08-2Q09
Figure 3: Rolling 4Q market share gains and losses, 2Q09 vs. 1Q09
Figure 4: Market share of transport packages by region (4Q rolling), 2Q09 vs. 1Q09
Figure 5: Core IP / MPLS market, turnover-3Q08 2Q09 and change from
Figure 6: Edge IP / MPLS market, turnover-3Q08 2Q09 and change from
Figure 7: IP / Ethernet market, 3Q08-2Q09 revenues and change from
Figure 8: ATM / MPLS market, turnover-3Q08 2Q09 and change from
Figure 9: IP transport and services, 3Q08-2Q09 revenues and change from
Figure 10: Ethernet transport and services market, 3Q08-2Q09 revenues and change from
Figure 11: Legacy and the transport services market, 3Q08-2Q09 revenues and change from
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http://www.aarkstore.com/reports/Market-Share-2Q09-SP-switching-and-routing-32382.html
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Posted on February 15, 2010.