North American Optical Transport Spending to Accelerate

Long-Haul WDM Spending Mix Reaches Record Levels

Cignal AI Welcomes New Analyst Kyle Hollasch

Addition Brings Unique Perspective and Expands Firm’s Research Coverage

Spending Rebounds for Worldwide Optical and Packet Transport

Long Term Chinese Capex Growth Trend Slows

400G+ Coherent Optics Shipments Triple During 2020

Ciena Accounts for Nearly Half of 3rd and 5th Gen Coherent Ports

North American Cloud and Traditional Telco CapEx Drops in Fourth Quarter

But a return to Growth in NA is expected in 2H21. Exceptional 4Q APAC Cloud & Colo Operator Spending.

North American Transport Spending Plummets in Q4

Purchases of optical and packet transport hardware dropped sharply in the fourth quarter as operators exhausted capex earlier in the year.

Dramatic Shift in Network Operator Spending on Optical and Packet Transport Gear in North America

Expenditures by North American cloud and colocation operators on optical and packet transport equipment declined 20 percent year over year in the third quarter of 2020 (3Q20), while incumbent operator spending increased 2 percent.

Compact Modular Grows Faster Than Overall Optical Market in 3Q20

Global compact modular revenue grew 24 percent in the third quarter of 2020 (3Q20) over the prior year, versus just 7 percent for the total optical market.

EMEA Optical and Packet Transport Spending Bounces Back in 3Q20

European operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased.

Coherent Pluggables to Transform Optical Transport Market by 2024

Fourth-generation coherent will extend beyond 400ZR to include higher performance solutions generally referred to as 400ZR+ and lower speed 100Gbps (100ZR) targeted at the metro edge.

Transport Hardware Misses Expected Bounce Back in 2Q20

Delayed order fulfillment due to COVID supply chain impact earlier this year didn’t materialize as expected.

Network Operators Accelerate Capex in Response to COVID-19

The effects of COVID-19 simultaneously catalyzed demand for transport equipment and paralyzed supply chains worldwide during the first quarter of 2020.

North American Optical Sales Rebound In 2019

Recent optical sales in North America were encouraging – up more than 25% for 4Q19 and 10% for all of 2019 according to the most recent Transport Hardware Report from research firm Cignal AI.

Compact Modular Market Slows as Customers Evaluate 600G

Sales of Compact Modular platforms slowed during the second quarter of the year despite significant growth from market leader Ciena.

Growth Returns as Optical Hardware Spending Increases in Every Region

Optical hardware spending grew in every region and for every business segment during 2Q19.

Cloud and Colo Optical Hardware Spending Increases by 50% in North America

Cloud and colo operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019.

Compact Modular Optical Sales Expand, Reaching Over $275M

Compact modular optical hardware is being used in more network applications than ever before, driving up sales during the first quarter of 2019 as reported in the latest Optical Applications Report from market research firm Cignal AI.

Optical Hardware Spending Growth Surges Over 80% in Japan

Japan’s optical hardware spending surge continued for the fourth quarter in a row with an extraordinary 82% year-over-year increase in the first quarter of 2019.

Record Spending on Cloud Operator Optical Networks Drives Growth in 2018

Cloud operator spending on optical hardware grew almost 50 percent year-over-year to reach well over over $1 billion in 2018, according to the most recent (4Q18) Optical Customer Markets Report from research firm Cignal AI.

Long-Haul Deployment Growth Sets Stage for Increased Spending in 2019

Long-haul WDM deployments rebounded in the fourth quarter of 2018 (4Q18) with growth of nearly 20 percent, fueled by a reversal of almost two years of a terrestrial spending decline in North America and a year-over-year surge in Japan.