Ciena

Ciena hit record revenue with Cloud customers, while Service Provider sales slowly recovered.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

A Focus on Line Systems and Components

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Ciena’s SP business is on the rebound, but where is the AI Cloud surge?

This first deployment uses an early release of Juniper’s JCO800 coherent optics in the PTX

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

Big ramp in 400ZR shipments, service provider orders outpace revenue for the first time in two years.

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.

Join euNetworks, Ciena, and Coherent to learn how Open Line Systems allow service providers to meet the challenges of DCI and wavelength services.

Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.

Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics show signs of success.

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

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

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

Gathering the Chinese perspective on vendors and technologies.

Join Google, Ciena, and Marvell to learn how pluggable coherent will play an even larger role with the introduction of 800ZR/ZR+ and how its improved performance enables both new service provider applications and a superior DCI solution.