Cisco Claws Back Enterprise Collaboration Leadership from Microsoft
RENO, NV, September 8, 2014
New Q2 data from Synergy Research Group shows that just one quarter after Microsoft had finally caught up with Cisco in enterprise collaboration infrastructure revenues, Cisco has regained the top spot, though the gap between the two is small. Revenues from collaboration - which includes enterprise voice, UC applications, telepresence, email software, enterprise content management, enterprise social networks and hosted communications and applications - were $7.7 billion in the quarter, with Cisco’s overall share standing at 16.0% and Microsoft just behind at 15.8%.
Total revenues for the quarter were up 2% year on year, with continued declines in the enterprise voice and telepresence markets being countered by strong growth in other segments. Of the larger segments, particularly strong growth was seen in hosted voice & UCaaS (up 17%), enterprise social networking (up 20%) and hosted web conferencing (up 9%). On a rolling annual basis revenues reached $30.5 billion, up 3% from the preceding four quarters.
“In Q2 Cisco bounced back from a poor start to the year in the enterprise voice segment and also saw strong growth in WebEx, though telepresence revenues remained soft” said Jeremy Duke, Synergy Research Group’s founder and Chief Analyst. “One issue that Cisco faces is that a substantial amount of its collaboration revenue comes from mature markets which are flat or declining. In contrast Microsoft achieved sequential growth in all ten of the segments in which it is active, and grew year on year in nine of them.
About Synergy Research Group
Synergy Research Group, now part of TechInsights, delivers quarterly analyses of global IT and Cloud markets, offering detailed breakouts of vendor revenues and shipments by segment and region. Market shares and forecasts are provided through Synergy Interactive Analysis (SIA™) — the industry's only fully proprietary SaaS platform purpose-built for market share and forecasting analytics.
For more than 25 years, Synergy has been a trusted source of quantitative research and market intelligence across emerging communications and technology sectors. By combining syndicated research with specialized consulting, we deliver actionable intelligence to marketing and strategy executives worldwide.
A trusted source of accurate market data, Synergy is cited by industry leaders as well as leading financial, business, and trade publications such as The Economist, The New York Times, The Wall Street Journal, United States Federal Reserve Board, NPR, Forbes, Bloomberg, Financial Times, Bank of England, Fortune, and The Guardian.
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