ECOC2017 – Coherent 100G+
ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community,…
1H17 Optical Applications Report
Our 1H17 edition of the Optical Hardware Applications report has been released.
2Q17 Optical Hardware Forecast
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 2Q17
Infinera released its calendar 2Q17 results on 8/3/2017, and Cignal AI’s summary and analysis follows.
2Q17 Optical Hardware Results
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 2Q17
Huawei’s results for 2Q17 are now available; our summary and analysis includes:
Overview of Quarterly Results
100G+ Port Shipment Detail
Nokia 2Q17
Nokia released its 2Q17 results on July 27th 2017. Cignal AI’s summary and analysis includes:
Overview of Quarterly Results
Cloud & Colo Business Update
Fujitsu 2Q17
Cignal AI summary and analysis of Fujitsu 2Q17 results includes:
Overview of Quarterly Results
Update on 1Finity Products
Open ROADM Deployment Outlook
ADVA 2Q17
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
China ROADM Deployment Outlook
After much of the world already transitioned to all-optically switched ROADM networks, Chinese network operators are preparing to follow suit. Most networks outside of China used optical switching as early…
1Q17 Optical Hardware Forecast
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.
Next Gen Optical Networking 2017
Andrew Schmitt’s keynote presentation, entitled “Ways to Achieve Network Openness“, kicked off the 2017 Next Gen Optical Networking event in Nice, France on June 20th. The presentation, which highlights Cignal…
1Q17 Optical Hardware Results
Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
2H16 Optical Customer Markets Report
Our 2H16 edition of the Optical Customer Markets report has been released.
OFC 2017 – Compact DCI Equipment
In our final OFC 2017 report we discuss new product announcements on purpose-built datacenter hardware and components, and share our thoughts on market developments.
2H16 Optical Applications Report
Our 2H16 edition of the Optical Hardware Applications report has been released.
OFC 2017 – Open vs. Closed Optical Networks
There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major…
OFC 2017 – Coherent Technology
400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…
OFC 2017 – Inside the Datacenter
100G and the Road to 400G
The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.