“Alcatel-Lucent continued its strong IP/MPLS growth, Juniper networks looks to be making a turn around, and Cisco returned to expected revenue levels,” said Mark Seery, Vice President, Switching and Routing, at Ovum-RHK. “Both IP and Ethernet over MPLS continue to grow strongly, driven by NGN service transformation and the move to packet-based wireline and wireless networks.”
2Q07 highlights for technology-focused market segments:
· IP/MPLS core = $595 million, up 27 percent versus 2Q06
· IP/MPLS edge = $1,268 million, up 29 percent versus 2Q06
· IP/Ethernet = $430 million, up 11 percent versus 2Q06
2Q07 highlights for application-focused market segments:
· IP transport and services = $1,272 million, up 27 percent versus 2Q06
· Ethernet transport and services = $906 million, up 23 percent versus 2Q06
· Subscriber services / BRAS = $248 million, up 4 percent versus 2Q06