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