Ciena 3Q23 Vendor Summary Report
Ciena’s optical revenue grew 27% as its large backlog is turned into revenue.
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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.
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/
Japan Client Visits
Tokyo/Osaka Japan Tokyo, JapanFujitsu 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.
Adtran
Status: Complete Description: Adtran is complete.
Raymond James Investor Visits
New York, NY New York, NY, United StatesRibbon Communications
Status: Complete Description: Ribbon is complete.
All Vendors
Status: Complete Description: Ekinops is complete.
IPG Photonics
Status: Complete Description: IPG Photonics is complete for the quarter.
Nokia
Status: Complete Description: Nokia is complete for the quarter.
Accelink
Status: Complete Description: Accelink is complete for the quarter.
Adtran
Status: Complete Description: Adrtran is complete for the quarter.
Coherent
Status: Complete Description: Coherent is complete for the quarter.
Broadex Technologies
Status: Complete Description: Broadex is complete for the quarter.
Lumentum
Status: Complete Description: Lumentum is complete for the quarter.