2Q19 Optical Customer Markets Report

Cignal AI has issued the 2Q19 Optical Customer Markets Report.  The report examines optical shipments across four global regions to Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government customers, details vendor market share for equipment sales to each market, and provides forecasts by region and customer type.

Highlights this quarter:

  • Incumbent spending grew in every region as North America and CALA returned to growth. APAC growth for the quarter is enhanced by ZTE’s stoppage a year ago.
  • Cloud & Colo spending growth slowed especially in North America, but Cloud & Colo remains the fastest growing segment.
  • Cable & MSO sales declined due to a significant drop in North American sales.

Optical Customer Market Report subscribers can now download the latest Excel file and register for the Live Presentation on October 3rd.

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