Verizon white box trial adds color to collapse of Cisco service provider sales

On a side note as the "screen shot" below shows, Cisco's confidential agreements with Verizon are not so confidential:

New York City:   Mon, 11/24/14 - 7:17pm    View comments
 

Update 1/14/2015 - 11:59pm

Cisco's former $6 billion dollar man favors bare metal switching

Last week Scott Raynovich revealed:
 

"Verizon has made a massive push for bare metal... They have a huge initiative under way... They can reduce their costs massively..."
 

I mean the Raynovich report:
 

Verizon Mounts 'Massive' White-Box Push
 

Adds color to the remarks of John Chambers during Cisco's Q1'FY15 earnings conference call:

"U.S. service provider however declined at -18%... Service provider declined on a global basis by -10%...

"Our Q2 guidance reflects an added nature of conservativism primarily related to reduce spend at several large U.S. service providers...

"Service provider video declined -12%...

"Service provider is the big challenge, let me be very explicit, that's due to two to three U.S. service providers, who have dramatically slowed the order rates and I mean dramatically slowed the order rates with us."

So who are the vendors eating Cisco's lunch at Verizon?

Well, according to Raynovich:

"The vendors for Verizon include Cumulus for the Linux-based network operating system (OS), Pica8 for switching software, and Juniper for routing and switching technology that helps tie the network together with VXLAN technology, according to two separate sources close to the trial."

On a side note as the "screen shot" below shows, Cisco's confidential agreements with Verizon are not so confidential:
 

Related document:

Cisco Q1'FY15 earnings conference call transcript

Related stories:

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Verizon Mounts "Massive" White-Box Push

Juniper CEO Shuffle: Was the Customer Verizon?

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Facebook's New Data Center Is Bad News for Cisco

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Goldman Sachs envisions cloud computing infrastructure so commoditized it trades like pork bellies
 

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