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Infinera is estimated for the quarter.
https://cignal.ai/2023/08/2q23-preliminary-transport-hardware-markets-report/Cisco PONC 2023
Slide Download Available Cisco PONC: The…
Ciena is complete for the quarter.
Vendor: Ciena Status: Complete Description: Ciena is complete for the quarter.
Nokia ASN is complete for 2Q23
Vendor: Nokia Status: Complete Description: Nokia ASN is complete for 2Q23
Nokia
Status: Complete Description: Nokia ASN is complete for 2Q23
ECOC (speaking)
Glasgow, Scotland Glasgow, Scottland, United KingdomECOC was in Glasgow, Scotland this year, and it was as well-executed as last year, but not quite as well attended. While there were few breakthrough announcements at ECOC this...
Ciena 3Q23 Vendor Summary Report
Ciena’s optical revenue grew 27% as its large backlog is turned into revenue.
OCP Global Summit
San Jose, CA San Jose, CA, United StatesAfter spending all of ECOC in meetings with clients and vendors, it was nice to be able to sit back as an attendee at this year’s Open Compute Project (OCP)...
Nokia
Status: Estimated Description: Nokia is estimated for the quarter.
Nokia 3Q23 Vendor Summary Report
Optical and routing point to growing weakness in North American carrier Capex. https://cignal.ai/2023/10/nokia-3q23-vendor-summary-report/
Fujitsu
Status: Complete Description: Fujitsu is complete for the quarter.