Summary
- Worldwide: The worldwide optical market declined by -4% due to continuing supply chain constraints and weakness in Europe and Japan. The worldwide packet market grew by 3%. Currency effects continue to distort dollar-denominated results. Supply chains are improving but remain strained, impacting both product delivery as well as customers’ ability to accept and deploy new hardware.
- Regional: North American optical spending grew 4%, its fifth consecutive quarter of growth. RoAPAC optical spending increased 14% as Indian service providers resumed spending. Optical revenue in EMEA and Japan declined -16% and -44%, respectively. North American routing sales continued their surge, up 26%.
- Customer Markets: Worldwide combined transport spending (optical + routing) was flat across all market segments. Optical spending from Cloud and Colo operators declined -19% following seven straight quarters of growth while routing spend in this segment grew by 21%. Service Provider spending was flat for both routing and optical.
This report provides a preliminary summary of our transport equipment market share analysis for 3Q22. It is released once company results for the current quarter are complete. The final 3Q22 Hardware Report, including forecasts through 2026, will be available to all subscribers by December 7th, 2022.
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Release Notes
- All data through 3Q22 is complete, except sales data for Huawei routing and Fiberhome are estimated at this time.
- Unless otherwise indicated, all percentages in this report are year-over-year growth.
- Ciena’s July-end quarter is reported as calendar 3Q22. Cisco’s July-end quarter is also reported as 3Q22, however, the sales data reported aligns with calendar 3Q.
Vendor Summary Reports
These reports focus on the most recent quarterly financial results and items of interest for select vendors. For this quarter, the following vendor reports are available:
- Ciena 3Q22 vendor summary report
- Nokia 3Q22 vendor summary report
- Infinera 3Q22 vendor summary report
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