Nokia 1Q22 Vendor Summary Report

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

ADVA

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 logo

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.

Fujitsu 4Q21 Vendor Summary Report

Fujitsu’s North American revenues finally returned to growth as wireless fronthaul and compact modular revenue grew.

Ciena 4Q21 Vendor Summary Report

Ciena has a record revenue quarter – and record backlog as supply chain challenges continue.

3Q21 Transport Hardware Report

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

Infinera 3Q21 Vendor Summary Report

ICE6 ships in volume, but supply chain challenges keep revenue flat.

Nokia 3Q21 Vendor Summary Report

Nokia’s optical business declined against an elevated 3Q20, while packet sales continued their steady growth.

Ciena 3Q21 Vendor Summary Report

Ciena starts out the second half of 2021 strong, but supply chain headwinds threaten further growth.

2Q21 Transport Hardware Report

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.

Cisco 2Q21 Vendor Summary Report

It was a big quarter for 600G coherent port shipments and sales to Cloud Operators.

Nokia 2Q21 Vendor Summary Report

Consistent worldwide results and a new effort to close the coherent gap with DCOs.

Infinera logo

Infinera 2Q21 Vendor Summary Report

More ICE6 trials and wins as Infinera now ships for revenue; 600bps port shipments rebound.

ADVA 2Q21 Vendor Summary Report

Record Q2 profitability – Sales hit by 10% due to supply chain issues – EMEA continues to rebound

Ciena 2Q21 Vendor Summary Report

Ciena is well-positioned to return to growth in the second half of 2021 as multiple factors align in its favor. 

1Q21 Transport Hardware Report

First quarter optical spending was down compared to the Covid-impacted 1Q20. Packet transport sales, which suffered a year ago from operational issues, increased sharply.

Nokia 1Q21 Vendor Summary Report

Exceptional optical and packet hardware sales. Significant wins, despite delays in next generation coherent optical technology, will provide momentum for the year.