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?

Nokia 3Q23 Vendor Summary Report

Optical and routing point to growing weakness in North American carrier Capex.