4Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales.
Nokia 4Q22 Vendor Summary Report
Nokia’s optical and routing businesses post record quarters.
Smartoptics Vendor Summary Report
Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.
Ciena 4Q22 Vendor Summary Report
Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.
3Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.
Infinera 3Q22 Vendor Summary Report
Product revenue jumps 20%, while ICE6 shipments accelerate.
Nokia 3Q22 Vendor Summary Report
Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.
Ciena 3Q22 Vendor Summary Report
Optical revenue declined -21% due to unexpected supply chain problems.
2Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.
Infinera 2Q22 Vendor Summary Report
Product revenue jumps 13%, while ICE6 shipments are flat.
Nokia 2Q22 Vendor Summary Report
Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.
Ciena 2Q22 Vendor Summary Report
Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.
1Q22 Transport Hardware & Markets Report
First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.
Cisco 1Q22 Vendor Summary Report
Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.
Nokia 1Q22 Vendor Summary Report
Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.
ADVA 1Q22 Vendor Summary Report
Record company revenue. North America rebounds. Price hikes will take effect in second half ’22
Ciena 1Q22 Vendor Summary Report
Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.
4Q21 Transport Hardware & Markets Report
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.
Infinera 4Q21 Vendor Summary Report
Quarterly and annual revenue hit records while ICE6 shipments double.
Nokia 4Q21 Vendor Summary Report
Nokia’s packet and optical businesses performed well in North America while slowing in traditional stronghold EMEA.