Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.
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.
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.
Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.
Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.
Record company revenue. North America rebounds. Price hikes will take effect in second half ’22
Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.
Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.
Quarterly and annual revenue hit records while ICE6 shipments double.
Nokia’s packet and optical businesses performed well in North America while slowing in traditional stronghold EMEA.
Fujitsu’s North American revenues finally returned to growth as wireless fronthaul and compact modular revenue grew.
Ciena has a record revenue quarter – and record backlog as supply chain challenges continue.
Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.
ICE6 ships in volume, but supply chain challenges keep revenue flat.