4Q18 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023. It is released once results for the current quarter (4Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.

Subscribers to the Optical Hardware Report can download an excel file with actual results through 4Q18 along with detailed, up-to-date forecasts. A complete .pdf document of this report is also available.

Excel PDF

Release Notes

  • Unless otherwise indicated, all percentages in this report are year-over-year growth.
  • Cignal AI revised Nokia cloud & colo versus incumbent customer percentage splits in the first three quarters of 2018 with input from Nokia to better reflect actual sales.
  • Ciena’s October-end quarter and Cisco’s January-end quarter are reported as calendar 4Q18.
  • All revenue data for Fiberhome is estimated.

Detailed analysis of the market and its participants during 4Q18 follows.


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