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Welcome to TRANSMIT, our monthly summary of our latest research and important trends in the industry.
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COVID-19 Market Impact Report
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Over the last three weeks, Cignal AI spoke with equipment vendors, network operators, and installers/VARs to quantify the impact of COVID-19 on their businesses.
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Conversations about revenue and capex trends in the first half of 2020 were positive, with vendors experiencing a sharp increase in both shipments and orders driven by bandwidth demand and supply chain uncertainty. Looking further out into the second half of 2020, the situation is less clear.
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This report includes a summary of our discussions about operator capex, supply chain trends, upcoming RFPs, and deployments of new technologies. It also outlines revisions to our 2020 optical and packet equipment forecast by region as well as customer market (incumbent, cloud, cable, etc.)
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This report is available to all registered users - no subscription needed. Simply register an account or log in and download the .pdf.
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Real-Time Data Enhancements
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Every Cignal AI report now includes several ways to access the latest data in real-time:
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- Dashboards with the latest regional and market segment forecasts and real-time market share updates as companies report during the quarter.
- Excel files that contain a copy of this latest data for local use and customization.
- Release notes that document these real-time updates to vendor data and forecasts.
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In April, we added the ability to download real-time data in Excel format. The interactive dashboards are still there, but clients who prefer Excel can now download a dynamically updated report.
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Clients preferring a complete data set should use the latest complete report files - in this case, 4Q19.
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Take a look at the latest hardware report release notes and you'll see that 1Q20 results for Ciena and ADVA are posted, as well as the changes we made as a result of COVID-19. They're already in the dashboards and real-time Excel files.
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OFC2020 Optical Hardware Review
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Due to COVID-19 concerns, major optical transport equipment vendors did not attend OFC in March, but that did not stop announcements of products and online updates to customers and analysts.
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Cignal AI reported on key takeaways from some of the top optical transport hardware announcements from the OFC 'that could have been.' This report includes the latest updates on 800G announcements and vendor equipment performance.
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Download 4Q19 Reports and View Replays
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Packet Transport Research Now Included
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We've expanded our Optical Hardware research to now include comprehensive coverage of packet switching and routing in service provider transport networks.
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September 21-23, 2020 - ECOC - Brussels, Belgium (Maybe?)
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September 24, 2020 - Cignal AI Oktoberfest - Munich, Germany (CANCELLED)
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October 20-21, 2020 - Nokia Wavelengths - Budapest, Hungary
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December 1-3, 2020 - NGON & DCI World - Barcelona, Spain
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