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.
Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.
Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.
Cisco reported a sharp decrease in orders across the company, although the decline in orders from service providers (-5%) was milder than other areas.
Despite ongoing operational issues due to COVID, increasing operator demand drove Infinera’s optical sales this quarter, and the company expects an even stronger second half.
Nokia reported rising demand from customers but a continued COVID impact on the supply chain, resulting in a down quarter in almost every region and product segment.
ADVA reported YoY growth in the second quarter but retracted guidance for the rest of the year, a narrative that will be echoed by many vendors in Q2.
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.
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.
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.
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.