Week of April 17th
- Nokia posts record Q1 optical and IP results, but the mobile infrastructure shipment outlook is weak for Q2
- Calix continues a trend of excellent results but dials down growth projections based on 2H23 uncertainty
- Ericsson deals with inventory bloat, and customers are cautious about mobile capex
And the quarter to date:
- Ciena* finally began burning through its record backlog and notched a record quarter
* Results are available for download in real-time Excel files (Hardware) (Components)
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