Transport Hardware

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

Nokia’s optical business continues to grow but routing sales abruptly pull back.

Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.

France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.

North American Cloud operators were the growth engine for optical and packet transport sales.

Nokia’s optical and routing businesses post record quarters.

Ciena’s revenue resumed growth as supply chain problems eased and it began shipping against massive backlog.

North American Cloud operators were the growth engine for optical and packet transport sales.

Nokia’s optical and routing businesses post record quarters.

Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.

Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Product revenue jumps 20%, while ICE6 shipments accelerate.

Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.

Optical revenue declined -21% due to unexpected supply chain problems.

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Product revenue jumps 13%, while ICE6 shipments are flat.

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.