With phone companies splurging on Internet capacity expansion, sales of big routers, the gear used at central junction points to direct data traffic, are up 15% in the second quarter over first-quarter levels.
And for the second quarter in a row, Cisco's new big routers have helped the networking giant maintain its market-share lead over rival
. In the second quarter, Cisco had 55.7% of the large router market compared with 35.9% held by Juniper, according to a report from Dell'Oro Group.
Both companies lost a couple percentage points of business to
, which captured 4.9% of the market last quarter.
Overall, core router revenue jumped to $484.2 million in the second quarter, up from $419.9 million in the prior period. Sales in the second quarter nearly doubled the $259.9 sales mark in the year-ago quarter.
After chipping away at Cisco's dominance of the big router market for several years, Juniper hit a market-share high of 39% at the end of the year. Since then, with the Cisco introduction of its 12000 and CRS-1 series of routers, Juniper has seen its slice of the pie shrink each quarter.
Shares of Juniper fell a dime to $23.38, while Cisco also fell 10 cents to $17.74 in midafternoon trading Thursday.