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Week of August 7th

  • Infinera lowers guidance for the year by $100M but thinks inventory correction is over in Q4
  • Adtran optical equipment falls sharply short of expectations because of excess inventory and macroeconomic pressures
  • Viavi believes the cycle is turning positive

Week of July 31st

  • Arista Networks posts great results but acknowledges weakness from a large hyperscale operator
  • MACOM indicates Telecom is weak but 400G (100G per lane) Datacom and Linear Drive opportunities are accelerating
  • CommScope discloses continued weakness in Telecom fiber connectivity demand
  • Applied Optoelectronics confirms $300M Microsoft AOC contract

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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