Optical Hardware Analysis (1Q17)


Global spending on optical network equipment eased worldwide, led by a double digit decline in North America.

Ciena remains the best performing company in North America (NA) as it remained immune to sharp pullbacks in long haul WDM (LH WDM) spending. NA spending continues to stall as a result of a technology transition from long haul to metro WDM…

Requires Optical Hardware subscription.