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This is Transmit, a monthly summary of our latest research and important trends in the industry.

Tomorrow - 100ZR Webinar


Thursday, September 8th, 2022

11 AM EDT (Boston/New York)

Join us to learn how network operators will build and deploy coherent technology in access networks. You can also read our analysis of the upcoming announced product.

ECOC in Two Weeks

Cignal AI will be at ECOC 2022 - contact us or just reply to this email to reserve a meeting time. Scott Wilkinson will be presenting at ECOC's Market Focus.

Date: Tuesday, Sept. 20th at 2:05 PM
Topic: The fracturing of 400ZR and opportunities for coherent pluggables beyond DCI

North American WDM Spending

We published the complete 2Q22 Transport Hardware and Markets report last Thursday. North American WDM spending surpassed pre-Covid levels, but Optical and Packet Transport spending was weaker in EMEA and Asia due to both slackening demand and weaker currencies. We cut our forecasts for WDM spending in North America based on persistent supply chain issues.

2Q22 Vendor Reports

Revisit our vendor reports for 2Q22 on the appropriate report page.

Oktoberfest 2022 - Munich

Hurry, only a few seats remain for our annual gathering in Munich on the afternoon of Friday, Sept 23rd. Let us know if you can join us.

Upcoming Events

September 14-15, 2022 - Nokia Wavelengths and SReXperts - Orlando, FL
September 18-22, 2022 - ECOC - Basel, Switzerland
September 23, 2022 - Cignal AI Oktoberfest - Munich, Germany
November 7-11, 2022 - Japan Customer Visits
November 14–17, 2022 - SC22 - Dallas, Texas
November 17, 2022 - Investor Visits - New York City