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Download the slides from Scott Wilkinson’s Presentation

The worldwide optical transport market accelerated in 2Q as cloud and colo spending rocketed 50% worldwide.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

Ex-China, revenue drops as service provider spending continues to stall.

The market slides ex-china as service provider spending stalls.

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

Supply chains loosen up and revenue ramps, some service providers express hesitation.

Supply chains loosen up and revenue ramps, some service providers express hesitation.

The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.

Optical and routing sales declined on weakness in Europe and China.

Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.

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

First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.

Hong Kong Paper publishes an editorial from a security consultant.
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Partners with ECI for metro transport and Juniper for routing. Both companies’ equipment will work with Ericsson management software. These partnerships usually don’t move the needle and it is hard…