Transport Customer Markets

1Q20 Transport Customer Markets Report

North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.

4Q19 TRNEQ_MA PPT

4Q19 Transport Customer Markets Report

Cloud & Colo optical spending growth cooled in the 4th quarter but still led growth for the year with Ciena as market share leader. North American Incumbent and Cable/MSO optical spending came back strong in the 4th quarter.

3Q19 Optical Customer Markets Report

Cloud & Colo led growth in North America, up 45% this quarter. Ciena increased its market share to over 50% in 3Q19.

2Q19 Optical Customer Markets Report

Incumbent spending grew in every region, Cloud & Colo spending growth slowed, and Cable & MSO sales declined.

1Q19 Optical Customer Markets Report

Cignal AI has issued the 1Q19 Optical Customer Markets Report

4Q18 Optical Customer Markets Webinar

Cignal AI presents the results from the 4Q18 Optical Customer Markets Report.

4Q18 Optical Customer Markets Report

Cignal AI has issued the 4Q18 Optical Customer Markets Report

3Q18 Optical Customer Markets Report

Cignal AI has issued the 3Q18 Optical Customer Markets Report

2Q18 Optical Customer Markets Report

Cignal AI has issued the 2Q18 Optical Customer Markets Report

Cloud Spending on Optical Hardware – 1Q18 Update

In October 2017,  Cignal AI analyzed the occurrence of a slowdown in spending by cloud & colo operators and quantified the magnitude of its impact (see Analysis: 1H17 Cloud and Colo Spending Slowdown).

1Q18 Optical Customer Markets Report

Cignal AI has issued the 1Q18 Optical Customer Markets Report. Similar to the recent Optical Applications release, this report will now be updated quarterly; previously the report was published every six months.

4Q17 Optical Customer Markets Report

The 4Q17 edition of the Optical Customer Markets report has been released. It provides insight into how much optical equipment different network operators purchase.

Compact Modular Hardware Introduction Timeline

Analysis: 1H17 Cloud and Colo Spending Slowdown

Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.

1H17 Optical Customer Markets Report

We’ve released the 1H17 edition of the Optical Customer Markets report. It provides insight into how much optical equipment different segments of network operators purchase.

2H16 Optical Customer Markets Report

Our 2H16 edition of the Optical Customer Markets report has been released.