4Q23 Preliminary Transport Hardware & Markets Report
The market slides ex-china as service provider spending stalls.
3Q23 Preliminary Transport Hardware & Markets Report
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.
Cisco PONC 2023
IP is Eating the World | Coherent Marches On | Crossing the Chasm | IP-over-DWDM Impact
2Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
1Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
Optical Components – 4Q22 Preliminary Report
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.
OFC 2023 Presentations
Download the slides from our OFC2023 presentations
4Q22 Preliminary Transport Hardware & Markets Report
Optical and routing sales declined on weakness in Europe and China.
3Q22 Transport Hardware & Markets Report
Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.
2Q22 Transport Hardware & Markets Report
North American Cloud operators were again the growth engine for optical and packet transport sales
1Q22 Transport Hardware & Markets Report
First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.
Australia should reverse its Huawei 5G ban
Hong Kong Paper publishes an editorial from a security consultant.
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Ericsson Strengthens End-to-End Transport Solutions for 5G
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…