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Week of July 24th

  • Intel does not see a recovery in datacenter markets
  • Corning also does not see recovery, but thinks AI needs twice the connectivity in the datacenter
  • Juniper cuts annual guidance as order pushouts from cloud operators persist
  • Ribbon posts another great quarter with success in APAC

Week of July 17th

  • TSMC indicates AI strength is insufficient to offset weakness everywhere else
  • Nokia sees macroeconomic headwinds except in optical transport
  • Calix notches another quarter of growth and says the supply chain has fully healed
  • Ericsson agrees with Nokia’s negative service provider outlook but sees recovery at year’s end

Results for companies tracked in market share reports are available for download in our real-time Excel files (Hardware) (Components). Keep track of updates with our release notes.

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