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Ciena 2Q20 Vendor Summary Report

Ciena expects to generate revenue growth of 2-4% in a flat (ex-China) market in 2020, implying declines YoY for optical sales in the second half of the year.

1Q20 Transport Applications Report

Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.

1Q20 Transport Customer Markets Report

North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.

1Q20 Transport Hardware Report

Vendors generally claimed a 5-10% reduction in sales due to COVID-19 operational issues this quarter. While demand increased, the inability to get parts, manufacture equipment, and deliver to end customers reduced sales in all areas.

Nokia PSE-V Coherent Chipset

Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.

Infinera 1Q20 Vendor Summary Report

On the Q1 earnings call, Infinera CEO Tom Fallon emphasized that margins were “compressed” by the inability to ship higher-margin new technology to offset of the lower-margin 200Gbps optics.

Cisco 1Q20 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Cisco’s 1Q20 results.

Nokia 1Q20 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Nokia’s 1Q20 results.

ADVA 1Q20 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers ADVA’s 1Q20 results.

Ciena 1Q20 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 1Q20 results.

Acacia 1Q20 Vendor Summary Report

Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.

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Tejas 1Q20 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Tejas 1Q20 results.

COVID-19 Impact – 2020 Forecast Update

Cignal AI updated the 2020 optical and packet transport hardware forecast with our best estimates of the impact of COVID-19.

OFC2020 Optical Hardware Review

Major optical transport equipment vendors did not present at OFC in March due to COVID-19 concerns, but that did not stop announcements of products and online updates to customers and analysts.

OFC 2020 Preview and Predictions

The Optical Fiber Communications Conference is the most significant industry trade and technical show for optical communications. In preparation for the event, Cignal AI has compiled a list of what to watch at OFC and what announcements to expect.

Cisco: The Future of the Internet

Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.

5th Gen Coherent Optics – 4Q19 Update

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

The State of 5th Generation Optics

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

ECOC 2019 Notes and Observations

Hosted in Dublin this year, ECOC 2019 offered three days of interaction with primarily component companies. Equipment and service provider attendance was minimal, although a handful did make the trip to the component-centric show.