Transport Hardware

Coherent revenue forecasts across three procurement models, three customer market segments, and six types of modules

22% growth, added Pluggable Applications Report

Driven by North American hyperscalers, worldwide Cloud & Colo spending leapt 61% to its eleventh consecutive quarter of year-over-year growth

Analysis and opinion on 1Q26 company results.

New for this quarter – WDM Pluggable Market Share

Analysis and opinion on 4Q25 company results.

Introducing the WDM Pluggables category – the inclusion of pluggable coherent optics within the Transport Hardware report.

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

Analysis and opinion on 3Q25 company results.

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

The market recovery accelerated in 2Q with Cloud & Colo spending rocketing 50%.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

Nokia closes the Infinera acquisition and sees significant YoY growth in both IP and Optical.

Ciena’s SP business is on the rebound, but where is the AI Cloud surge?

An in-depth update on the changing state of optical line system and ROADM deployments.

A deeper look at the rates of adoption fueling a shift in hardware and component revenue

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Nokia sees light at the end of the spending downturn tunnel, but Optical and Routing revenue remain at historically low levels.

Big ramp in 400ZR shipments, service provider orders outpace revenue for the first time in two years.

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.