Nokia 1Q22 Vendor Summary Report

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

Lumentum 1Q22 Vendor Summary Report

Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.


ADVA 1Q22 Vendor Summary Report

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

Coherent Forecast Updates – Adding 800ZR and 1.2Tbps Ports

Cignal AI has updated forecasts for coherent ports in the Transport Applications Report.

ROADM Deployments by Size and Technology

The Transport Application Report now includes ROADM & line system deployment data

Ciena 1Q22 Vendor Summary Report

Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.

4Q21 Optical Components Report

This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.

4Q21 Transport Applications Report

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

4Q21 Transport Hardware & Markets Report

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

OFC 2022 – Marketwatch State of the Industry

Slides available

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Infinera 4Q21 Vendor Summary Report

Quarterly and annual revenue hit records while ICE6 shipments double.

OFC 2022 – Sneak Peek

Here is a sneak peek of the hot topics of discussion at OFC 2022

Nokia 4Q21 Vendor Summary Report

Nokia’s packet and optical businesses performed well in North America while slowing in traditional stronghold EMEA.

II-VI 4Q21 Vendor Summary Report

Optical component revenue was down slightly for the quarter, but strong Datacom results and indicators of future growth are grounds for optimism.

Fujitsu 4Q21 Vendor Summary Report

Fujitsu’s North American revenues finally returned to growth as wireless fronthaul and compact modular revenue grew.

Lumentum 4Q21 Vendor Summary Report

Although Lumentum posted revenue declines in both Telecom and Datacom, segments the company is optimistic about long-term growth in the two markets.

Ciena 4Q21 Vendor Summary Report

Ciena has a record revenue quarter – and record backlog as supply chain challenges continue.

Marvell 4Q21 Vendor Summary Report

Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.

400ZR IPoDWDM – Market Impact and Forecast

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?