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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.

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.

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.

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 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 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 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.

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…

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.

Full results and updated forecasts for 1Q 2016 have been published in Excel format. Subscribers can download the full excel file here.

Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…

Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…

Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…

The optical networking world finally gets a close up view of Acacia’s performance as the company is filing for an IPO. The most recent S-1/A filing by Acacia includes 2015 financial details, which we review through the lenses of Cignal AI’s customer and market knowledge in order to create a fine-grained view of the company’s performance and qualitative outlook. This analysis includes a detailed projection of customer composition for 90%+ of revenue, market share within entire 100G market, and estimates of ASPs beyond what is included in public documents.

The optical component industry is changing from one in which existing InP and discrete designs are replicated in SiPho to a new approach under which the unique benefits of SiPho…

The US Commerce department just dropped a bomb on ZTE, requiring all US companies to obtain an export license if they wish to do business with the company. Article updated…

OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…

Lumentum is the second largest optical component supplier and like Finisar, a bellwether of demand for both telecom and datacom equipment. We look at why their ROADM business is ramping…

Virtually all of the CPUs used in data centers come from Intel, therefore the Data Center group sales are a useful macro barometer for the growth and outlook of data…

Adtran has a small optical transport business, but it’s strength in access makes it a good bellwether for tier-1 spend.
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