1Q20 Transport Customer Markets Report

Cignal AI has issued the 1Q20 Transport Customer Markets Report. The report tracks optical and packet transport hardware 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:

  • North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.
  • Ciena maintained worldwide Cloud & Colo optical market leadership but sales declined faster than the market as Infinera and Cisco gained share.
  • Packet spending was down dramatically in all customer markets and all regions as vendors report that COVID-19 operational issues hit the segment particularly hard.
  • Enterprise & Government spending was more substantial than expected this quarter.
  • In April, Cignal AI adjusted the 2020 forecast to account for COVID-19 effects. The forecast for Traditional Telco and Cloud & Colo was raised in NA and EMEA while the forecast for Enterprise & Government was reduced in all areas. See the Active Insight COVID-19 Impact – 2020 Forecast Update for details.

Optical Customer Market Report subscribers can now download the latest Excel file and view a recorded version of the Live Presentation from June 23, 2020.

  Report Info Real-time dashboard Excel PowerPoint Live Presentation
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