This report finalizes our full transport equipment market share analysis. It is released once results for the current quarter (2Q20) are complete. Clients could see company results as they were released during the quarter via the Transport Hardware real-time dashboard, a service unique to Cignal AI.
Subscribers to the Transport Hardware Report can download an Excel file with actual results through 2Q20 along with detailed, up-to-date forecasts. A complete pdf document of this report is also available. A live presentation is available to clients, offering an opportunity to hear details on the numbers and ask questions of the analysts. Register below for the live presentation to be held on September 3, 2020.
- Unless otherwise indicated, all percentages in this report are year-over-year growth.
- Ribbon has published geographic breakdowns for the POTP (former ECI) business for the first time this quarter. For YoY consistency, this breakdown has been applied back through 2Q19.
- Ciena’s April-end quarter and Cisco’s July-end quarter are reported as calendar 2Q20.
- ZTE sales data is estimated this quarter.
- Nokia SLTE sales data is estimated in this report but is expected to be updated online by the end of the month.
- All sales data for Fiberhome is estimated.
Detailed analysis of the market and its participants during 2Q20 follows.
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