This preliminary report summarizes our Transport equipment market analysis for 1Q26. Clients interested in real-time updates as companies report should monitor release notes and download the updated Excel file.
The final report, including detailed analysis and updated forecasts, will be available to all clients by June 1st, 2026. Clients can also register for the live presentation on June 2nd – if you register and don’t attend, you’ll still be notified when the slide download and replay are available.
Report Info Excel PowerPoint PDF Live PresentationVendor Reports and Key Takeaways
As companies report earnings throughout the quarter, Cignal AI summarizes the financial results and items of interest for select vendors. Please see 1Q26 Vendor Reports and Key Takeaways.
- Smartoptics approaches $100M run rate with higher targets in 2Q26
- Nokia Optical up 29%, 800ZRx forecast drives sharp lift in guidance
- Applied Optoelectronics sets unbelievable 17x growth target for next year
- Coherent InP capacity to 4x by 2028
- Lumentum closes in on $1 billion per quarter as scale-across joins the catalyst list
- Fabrinet raises the warning flag about supply constraints
- Hyperscaler capex and component inflation
- Corning inks two more hyperscaler deals
- Cloud and long-haul lift Ciena quarterly optical sales past $1B
Release Notes
- All data through 1Q26 is complete except for Juniper/HPE and Adtran which are preliminary.
- Unless otherwise indicated, all percentages in this report show year-over-year growth.
- Ciena’s October-end quarter is reported as calendar 1Q26. Cisco’s sales data aligns with calendar 1Q26.
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