2Q20 Transport Customer Markets Report
Cloud & Colo optical spending in North America cooled while spending in APAC was unexpectedly strong this quarter.
2Q20 Transport Hardware Report
Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.
1Q20 Transport Customer Markets Report
North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.
1Q20 Transport Hardware Report
Vendors generally claimed a 5-10% reduction in sales due to COVID-19 operational issues this quarter. While demand increased, the inability to get parts, manufacture equipment, and deliver to end customers reduced sales in all areas.