4Q23 Transport Hardware & Markets Report

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak

4Q23 Preliminary Transport Hardware & Markets Report

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

3Q23 Transport Hardware & Markets Report

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

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.

GEN120+ Coherent Trials and Deployments

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

2Q23 Transport Hardware & Markets Report

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

2Q23 Preliminary Transport Hardware & Markets Report

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

2Q23 Takeaways – INFN ADTN VIAV

Infinera and Viavi think a turnaround in demand is imminent.

1Q23 Transport Hardware & Markets Report

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

1Q23 Preliminary Transport Hardware & Markets Report

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

1Q23 Takeaways – FN ADTN LITE COHR

Big weakness at the largest vendors of Telecom components

4Q22 Transport Hardware & Markets Report

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

4Q22 Preliminary Transport Hardware & Markets Report

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

4Q22 Weekly Earnings – NVDA INFN ADTN COMM

Nvidia and Infinera provide more positive sentiment for cloud spending

100ZR: Coherent at the Network Edge

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

3Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

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 the growth engine for optical and packet transport sales, supply chains remained strained.

2Q22 Transport Hardware & Markets Report

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

II-VI and ADVA announce a shakeup in the 100ZR market

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.