Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.
Third quarter results were better than forecast, especially in EMEA where both optical and packet hardware spending increased. North America spending declined while China spending was flat and Japan spending growth continued unabated.
Cisco’s results and forecast this quarter were more optimistic than last quarter. Optical and packet sales slowed, but an uptick at the end of the quarter hinted at a better than expected finish for the year.
Nokia had an extraordinary Q3, with overall growth significantly higher than the market. Much of this growth came from Q2’s delayed sales.
Infinera’s optical and packet sales grew in Q3 and the company set expectations for continued growth in Q4, running counter to earlier industry forecasts of a slowdown in the second half.
Juniper defied forecasts of a flat to down second half of 2020 by posting one of its best growth quarters in recent history in Q3.
Explore a New Era of open Transport Networking. Hear Infinera & Telefonica’s Perspective on defining and delivering open optical networking.
The diverse requirements of 5G require both the radios and the network supporting the radios to be updated. This report covers advances in 5G packet fronthaul and includes an overview of existing vendor solutions.
Cloud & Colo optical spending in North America cooled while spending in APAC was unexpectedly strong this quarter.
Ciena’s healthy 3rd quarter performance was overshadowed by expectations of a pandemic-induced slowdown for the next few quarters.
This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.
Our 3Q18 report showed coherent optical port pricing dropping at 26% per year. This report examines the stability of that trend over the last 12 months as new coherent systems entered the market.
Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.
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.
Cignal AI updated the 2020 optical and packet transport hardware forecast with our best estimates of the impact of COVID-19.
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.
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 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.
An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.
In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.