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Cisco PONC 2023

Slide Download Available Cisco PONC: The…

Nokia

Status: Complete Description: Nokia ASN is complete for 2Q23

ECOC (speaking)

Glasgow, Scotland Glasgow, Scottland, United Kingdom

ECOC 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...

OCP Global Summit

San Jose, CA San Jose, CA, United States

After 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.

GEN120+ Coherent Trials and Deployments

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments. https://cignal.ai/2023/11/gen120-coherent-trials-and-deployments/

Fujitsu 3Q23 Vendor Summary Report

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets? Read More

Fiberhome

Status: Estimated Description: Fiberhome is estimated for the 3Q32. Data for 2Q23 was updated.

NEC

Status: Complete Description: NEC is complete.

Huawei

Status: Complete Description: Huawei optical is complete.

Infinera

Status: Estimated Description: Infinera is estimated.

ZTE

Status: Complete Description: ZTE is complete.