This report finalizes our full transport equipment market share analysis and updated forecasts. It is released once results for the current quarter (4Q20) 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 3Q20 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 March 10th, 2021.
- Unless otherwise indicated, all percentages in this report are year-over-year growth.
- Ciena’s October-end quarter and Cisco’s January-end quarter are reported as calendar 4Q20.
- All sales data for Fiberhome is estimated.
- Nokia SLTE sales have been adjusted down to reflect our estimates of transponder revenue and ignore the contribution of wet plant.
A full summary of market results follows.
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