New York Investor Visits – Raymond James
On November 5th, Andrew Schmitt and Scott Wilkinson traveled to New York for a day of 1:1 meetings with investors and a lunch presentation to a group of investors. Topics included the role compact modular systems would play in shaping operator spending, Chinese spending and technology trends and discussion of the ongoing industry consolidation.
Raymond James released a note summarizing the discussions – some observations are excerpted here:
ADVA 3Q18 Vendor Summary Report
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers ADVA’s 3Q18 results, announced October 25, 2018.
Third Generation Coherent Technology (Presentation)
The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. This presentation summarizes the history of the coherent market and outlines the technology’s expected evolution over the next 4 years.
2Q18 Optical Applications Report
Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.
Third Generation Coherent Technology
The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. It’s time to take a step back and sort out where things are, what worked, who benefitted, and what happens next. In this Active Insight report, Cignal AI outlines several generations of coherent WDM deployments and examines the catalysts and keys to market success for the third generation of coherent.
Cloud Spending on Optical Hardware – 1Q18 Update
In October 2017, Cignal AI analyzed the occurrence of a slowdown in spending by cloud & colo operators and quantified the magnitude of its impact (see Analysis: 1H17 Cloud and Colo Spending Slowdown).
Packet Pushers Hosts Cignal AI
Andrew Schmitt was invited by Packet Pushers and Scott Wilkinson of ECI to participate in one of its weekly podcasts. While not well known in the service provider world, it is popular among the network engineers of small to large Enterprises. Each podcast has about 10,000 downloads per episode.
1Q18 Optical Applications Report
Cignal AI’s 1Q18 Optical Hardware Applications Report has been issued. Its arrival marks the first quarterly release of this report, which will now be standard practice; previously the report was published every six months.
Acacia 1Q18 Conference Call
Acacia mentioned data from our Optical Applications report during its calendar first quarter conference call with investors on May 3, 2018. The company referenced our extensive work following the development of the coherent 400G ZR market.
4Q17 Optical Applications Report
The 4Q17 edition of the Optical Hardware Applications report has been released. The report contains details on the following areas:
OFC 2018 – Coherent Technology
Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and…
OFC 2018 – Consolidation
Each year, there is at least one announcement at OFC which surprises the industry. In 2016, the announcement was the introduction of Inphi’s ColorZ, while in 2017 it was news…
Nokia PSE-3 Coherent Chipset
On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these…
Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
China’s 5 Year Optical Component Plan
China’s Ministry of Industry and Information Technology (MIIT) released a five-year plan in December 2017 outlining a roadmap for commercial and technological progress in a broad set of optical technologies. The…
Acacia 3Q17 Conference Call
Acacia mentioned data from our Optical Applications report during its third-quarter earnings conference call with investors on November 3, 2017. The company highlighted our unique work to measure and forecast demand for 100G+ coherent deployments at the edge of the network.
Analysis: 1H17 Cloud and Colo Spending Slowdown
Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.
ECOC 2017 – China Observations
This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.
Topics include:
China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…
ECOC2017 – Coherent 100G+
ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community,…
1H17 Optical Applications Report
Our 1H17 edition of the Optical Hardware Applications report has been released.