Maybe it hasn't reached Red Sox-Tampa Bay Rays level. But Cisco and Microsoft are certainly watching each other in the enterprise collaboration space.
Last month, Cisco told us it was gunning for Microsoft with its Jive integration.
Microsoft then defended its own suite.
Nothing like numbers to clear up the argument -- for now, anyway.
Microsoft has finally caught up with Cisco and generated more revenue from its enterprise collaboration infrastructure activities in the first quarter, according to new data from Synergy Research Group.
Synergy reports overall that enterprise voice, unified communications (UC) applications, telepresence, email software, collaborative workspace software and enterprise social networks revenues were $5.4 billion in the quarter. Microsoft's overall share grew and passed the 21 percent mark.
Declines in enterprise voice and telepresence countered growth in other segments. Enterprise voice, email software and UC applications represent the largest three applications, accounting for 78 percent of the first quarter market. Enterprise social networks saw the most growth, 34 percent year-on-year.
“Cisco revenue was impacted by softness in the enterprise voice and telepresence segments, issues which affected many vendors,” Jeremy Duke, Synergy Research Group’s founder and chief analyst, said in a statement.
“On the other hand, Microsoft has only a small presence in enterprise voice and is not active in telepresence, but is growing its share of the UC applications segment, holding its own in email software and growing strongly in the nascent enterprise social networks segment. Microsoft has been steadily increasing its influence in collaboration markets over the last five years.”