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.
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.