Ciena 4Q19 Vendor Summary Report
February 19, 2020
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 4Q19 results.
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Cisco: The Future of the Internet
December 31, 2019
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
December 18, 2019
An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.
3Q19 Optical Customer Markets Report
December 11, 2019
Cignal AI has issued the 3Q19 Optical Customer Markets Report. Incumbent spending grew in every region, Cloud & Colo spending growth slowed, and Cable & MSO sales declined.
3Q19 Optical Applications Report
December 6, 2019
Cignal AI’s 3Q19 Optical Hardware Applications Report has been issued.
3Q19 Optical Hardware Report
November 27, 2019
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.
The State of 5th Generation Optics
October 28, 2019
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
October 4, 2019
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.
North America: Less Demand or More Efficiency?
August 7, 2019
Optical hardware spending has been declining in North America since 2015. In this report, we examine the question of whether North America’s decline in overall optical spending signifies a long-term trend and whether EMEA and the rest of the world will follow this same trend.
OIF 3Q19 Meeting Presentation
August 2, 2019
Andrew Schmitt gave a presentation on July 30th, 2019 during the Optical Internetworking Forum quarterly meeting. He was asked to give a brief overview of emerging pluggable coherent technologies and the opportunity this new market presents.
Cisco Buys Acacia
July 10, 2019
Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.
ITW 2019 Observations
July 8, 2019
Cignal AI attended the 2019 International Telecoms Week (ITW) in Atlanta June 24-26. ITW is a trade show focused on the wholesale telecommunications market and is attended primarily by network operators. The presentations and panels centered on issues relevant to wholesale carriers, and the trade show floor was populated by service providers, internet exchanges, and…
NGON 2019 Notes and Observations
May 30, 2019
The Next Generation Optical Networks trade show (NGON) was in Nice, France May 21-23, and Cignal AI was in attendance.
NGON 2019 Webinar: Disaggregation
March 22, 2019
Scott Wilkinson, Lead Analyst for Optical Hardware, recently moderated a discussion on “Disaggregation Strategies & Transport SDN” in advance of the NGON & DCI World conference in Nice. Scott talked with Juan Pedro Fernandez of Telefonica about that carrier’s drivers, implementations, and plans for deploying a disaggregated optical network.
Access a video replay of…
OFC2019 – 5G and MSO Access
March 22, 2019
5G mobile technology and the cable/MSO initiative Fiber Deep are generating interest in new and unique optical networking solutions
OFC2019 – Inside the Datacenter
March 21, 2019
The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.
OFC2019 – Open and Disaggregated Networks
March 20, 2019
Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.
OFC2019 – Compact Modular
March 19, 2019
The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.
OFC2019 – Coherent Technology
March 18, 2019
Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.
OFC 2019 – Marketwatch Presentations
March 15, 2019
Scott Wilkinson and Andrew Schmitt gave presentations about 5G and 400ZR during the OFC2019 Marketwatch program. Download a copy of their slides.