4Q16 Optical Hardware Forecast
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.
4Q16 Optical Hardware Results
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).
1H16 Optical Applications Updated
Our 1H16 edition of the Optical Hardware Applications report is updated and now includes a complete PowerPoint summary.
Ciena Wavelogic Ai and 400G Roadmap
This past October, Ciena announced its new coherent DSP, dubbed Wavelogic Ai. Ciena used the announcement to convey its coherent 100G+ roadmap and support for 400G. Ciena also hinted at important changes…
3Q16 Optical Hardware Forecast
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.
3Q16 Optical Hardware Results
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.
Intel 3Q16
Intel’s financial results provide useful insight into the economic activities of the Cloud and Colo market. Effectively all of the CPUs (and now FPGAs) used in data centers come from…
Investor Call – China 2017, CFP2-ACO, Coherent DSPs
Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….
ECOC 2016 Notes and Observations
Andrew Schmitt presented at the ECOC (European Conference for Optical Communications) in Dusseldorf, Germany during the week of Sept. 19. No time was wasted during the trip as Andrew fit…
ECOC 2016 Market Focus Presentation
Andrew Schmitt has returned from a week of meetings in Europe including three days at the European Conference on Optical Communications (ECOC). He spoke to a capacity crowd at the…
1H16 Optical Hardware Applications
Our 1H16 edition of the Optical Hardware Applications report has been published.
2Q16 Optical Hardware Forecast
On August 22nd, Cignal AI issued full optical equipment market share analysis for 2nd quarter 2016 (2Q16), to be followed by an adjunct report two weeks later. This second report, issued on September 9, extends our analysis and summarizes forecasts and outlooks for the industry through 2020.
2Q16 Optical Hardware Results
Cignal AI has released full optical equipment market share analysis from 2nd quarter 2016 (2Q16). This report summarizes optical equipment revenue results for the quarter.
Nokia 2Q16
On August 4th, Nokia announced its quarterly results, and they included good optical results for 2Q16. While optical accounts for less than 10% of Nokia’s corporate revenue, this specific business unit is poised to benefit from the oncoming ramp up in metro coherent 200G.
Ciena 2Q16
Cignal’s Active Insight promises real-time information, and with that in mind, we are providing an update on Ciena. Ciena reported results for its April-2016 quarter on June 2nd. Corporate results were decent from an overall revenue perspective, but performance in the optical equipment area was slightly disappointing.
Acacia 2Q16 Preview
Acacia is scheduled to report earnings on August 11th, and this will be the company’s first quarterly report since completing its recent IPO. In April 2016, Cignal AI examined Acacia’s…
ADVA 2Q16
ADVA released excellent quarterly results on Thursday, July 21th and its optical business is hitting on all cylinders right now. The company expects to sustain its current revenue surge through the coming quarter as it continues to ship an impressive amount of 100G ports.
Infinera 2Q16
Infinera held it’s Q2 Earnings Call on Wednesday, July 27th, and it was surprising to say the least. The company conveyed expectations for an exceptional slowdown in demand for Q3. Cignal AI has analyzed Infinera’s 2Q16 results and we present both company comments and our own opinions on what caused this major shift in expected demand and the forces behind it.
Next Gen Optical Networking 2016
Andrew presented the keynote presentation to kick off Next Gen Optical Networking in Nice, France on June 29th. His presentation was titled “Making Technology Decisions in a Challenging Environment”, and…
2H15 Optical Hardware Applications
Our initial set of optical equipment results and forecasts for Datacenter Interconnect, Advanced Optical Switching, as well as detailed 100G+ Coherent and non-coherent port shipments have been published in Excel format.