Adtran

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.

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

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.

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

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

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

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

Infinera and Viavi think a turnaround in demand is imminent.

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

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

Big weakness at the largest vendors of Telecom components

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

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

Nvidia and Infinera provide more positive sentiment for cloud spending

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

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

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

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