Transport Hardware

This report finalizes our full optical equipment market share analysis and has updated forecasts for the industry through 2022. It is released once results for the current quarter (1Q18) are complete, as tabulated in our Optical Hardware Tracker.

The Cignal AI 1st quarter 2018 (1Q18) Optical Hardware market share tracker is active. This tracker allows clients to download a real-time view of industry results as companies report results. Updates are made continuously and are reflected in the tracking table below.

On February 14th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2017 (4Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2022.

Cignal AI has released its 4th quarter 2017 (4Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2017 (CY17).

Ciena released its 4Q17 results followed by a 10-K with supporting information last month. Cignal AI’s summary and analysis follow.

On November 21st, Cignal AI issued full optical equipment market share analysis for 3rd quarter 2017 (3Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.

Cignal AI has released its 3rd quarter 2017 (3Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

On August 20th, Cignal AI issued full optical equipment market share analysis for 2nd quarter 2017 (2Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.

Infinera released its calendar 2Q17 results on 8/3/2017, and Cignal AI’s summary and analysis follows.

Cignal AI has released its 2nd quarter 2017 (2Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

Huawei’s results for 2Q17 are now available; our summary and analysis includes:

Overview of Quarterly Results
100G+ Port Shipment Detail

Nokia released its 2Q17 results on July 27th 2017. Cignal AI’s summary and analysis includes:
Overview of Quarterly Results
Cloud & Colo Business Update

Cignal AI summary and analysis of Fujitsu 2Q17 results includes:

Overview of Quarterly Results
Update on 1Finity Products
Open ROADM Deployment Outlook

ADVA released its 2Q17 results on 7/20/2017, and our summary and analysis includes:

An overview of quarterly results
Cloudconnect update
Cloud and colo customer markets spending trends
MRV merger update and observations

On June 15th, Cignal AI issued full optical equipment market share analysis for 1st quarter 2017 (1Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.

Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.

Cignal AI has released its 4th quarter 2016 (4Q16) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2016 (CY16).

On November 16th, Cignal AI issued full optical equipment market share analysis for 3rd quarter 2016 (3Q16), to be followed by an adjunct report two weeks later. This second report, issued on November 30th, extends our analysis and summarizes forecasts and outlooks for the industry through 2020.

Cignal AI has released its comprehensive 3rd quarter 2016 (3Q16) optical equipment market share analysis, which provides a summary of revenue results for the quarter.