Infinera 3Q24 Vendor Summary Report
Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.
Ciena 3Q24 Vendor Summary Report
Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics show signs of success.
2Q24 Transport Hardware & Markets Report
Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.
Nokia 2Q24 Vendor Summary Report
Nokia announced its intention to acquire competitor Infinera and shed its ASN subsidiary. Optical sales fell -23%.
IP-over-DWDM Pluggables Forecast
IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments
Ciena 2Q24 Vendor Summary Report
Sales were down in 2Q due to inventory absorption at North American carriers, and a pause in Cloud spending.
Nokia Acquires Infinera
The combination creates a company with an enviable regional balance, providing a buffer from regional geopolitical and economic instability.
Infinera 1Q24 Vendor Summary Report
Revenue drops -26%, but the company highlights a huge pipeline of potential business.
1Q24 Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
PacketLight Vendor Summary Report
The company has been an innovator in Compact Modular transport hardware for more than 20 years.
Cisco 1Q24 Vendor Summary Report
Optical hardware sales shake off a depressed 2023; Acacia 400ZR shipments resume growth
Nokia 1Q24 Vendor Summary Report
Nokia’s optical sales fell -40% YoY as Service Providers tapped the spending brakes worldwide.
Ciena 1Q24 Vendor Summary Report
Ciena leverages relationships with hyperscalers to push into Europe.
Compact Modular Hardware
This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.
Infinera 4Q23 Vendor Summary Report
Driven by sales to Cloud operators, full year 2023 revenue came in at a record $1.3B.
4Q23 Transport Hardware & Markets Report
Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak
Nokia 4Q23 Vendor Summary Report
Optical and routing results point to growing weakness in North American carrier capex.
Ciena 4Q23 Vendor Summary Report
Sales to Cloud operators powered $3B in optical revenue for 2023.
3Q23 Transport Hardware & Markets Report
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.
Fujitsu 3Q23 Vendor Summary Report
Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?