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.

Ciena 3Q23 Vendor Summary Report

Optical revenue grew 27% as its large backlog is turned into revenue.

2Q23 Transport Hardware & Markets Report

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

Nokia 2Q23 Vendor Summary Report

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

Ribbon Vendor Summary Report

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

Ekinops Vendor Summary Report

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

1Q23 Transport Hardware & Markets Report

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

Nokia 1Q23 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

Ciena 1Q23 Vendor Summary Report

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

4Q22 Transport Hardware & Markets Report

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

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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.

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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.