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Week of April 24th:

  • Intel changes the accounting for its optical BU
  • Ribbon continues to ride service provider demand and execute a turnaround of its IP Optical business
  • Juniper supply chain issues resolve but company cautions on cloud operator demand
  • Corning sees continued weakness in fiber connectivity products from FTTH and cloud customers

Week of April 17th:

  • Nokia posts record Q1 optical and IP results, but the mobile infrastructure shipment outlook is weak for Q2
  • Calix continues a trend of excellent results but dials down growth projections based on 2H23 uncertainty
  • Ericsson deals with inventory bloat, and customers are cautious about mobile capex

Week of Mar 6:

  • Ciena finally began burning through its record backlog and notched a record quarter

* Results are available for download in real-time Excel files (Hardware) (Components)

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