Cisco Taking Service Provider Market Share vs. Juniper?

When Cisco Systems (CSCO) delivered relatively strong Q2 2012 financial results earlier today, the numbers revealed the networking giant has successfully cut costs while restoring top-line revenue and net income growth. Listen closely and you may even hear CEO John Chambers suggest Cisco is taking share from rival Juniper Networks (JNPR) in the service provider market. Here’s the chatter.

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Is Cisco Sending Subtle Warning to Managed Service Providers?

First, let me clarify the headline: I’m not pressing a panic button. Cisco’s overall profits and revenues, announced May 6, were impressive. But if you’re a managed service provider, there’s a note of caution: Cisco’s sales to big U.S. service providers were weak this quarter. Here’s why managed service providers should care.

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