In this ACG Research HotSeat video, Managing Partner Ray Mota offers a quarterly update on the telecom service provider routing and switching market. Learn how the telecom routing and switching market took a seasonal dip of 14.2% in Q1 2011 from where it stood at the close of a robust Q4 2010.
Despite that decline, the worldwide carrier routing and switching market, including sales of core and edge equipment, still posted a 9% year-over-year growth rate. Q1 revenues totaled approximately $2.7 billion, according to ACG.
"There are mixed emotions regarding the seasonality, but yet, if you look at the year-over-year growth, there's some [reason to be] optimistic—or, as we say, cautiously optimistic—about the outlook," Mota said.
Mota also explores how several key trends and developments that have arisen in recent months may affect the telecom service provider routing and switching market. Will the impending threat of IPv4 address exhaustion spur significant service provider investment in the transition to IPv6? Could carriers' moves toward making their own content delivery network (CDN) plans push CDN vendors like Limelight and Akamai to sell more than just caching services?
Check out the video for Mota's take on these and other emerging issues in the service provider routing and switching market, including enterprise application performance monitoring, an explosion of interest in virtualization technology, concerns about cloud security, Carrier Ethernet advances and more.
About the speaker:
ACG Research Managing Partner Ray Mota has more than 25 years of experience in the networking and telecommunications market, specializing in design, implementation and troubleshooting, and maximizing organizational efficiency. Before founding ACG Research, he was chief strategist and president of Synergy Research Group, CTO and president of Advanced Technology Group at Micros-To-Mainframes, and a system analyst at Eastman Kodak. He also holds three amateur baseball World Series titles.
This was first published in July 2011