3Q18 Coherent Port Pricing Trends
January 10, 2019
This report examines trends in coherent port pricing from multiple vendors and for the industry overall.
Ciena
Ciena Corporation
3Q18 Optical Hardware Webinar
December 13, 2018
On December 13, 2018, Cignal AI presented their results from the 3Q 2018 Optical Hardware Report.
3Q18 Optical Customer Markets Report
December 13, 2018
Cignal AI has issued the 3Q18 Optical Customer Markets Report.
3Q18 Optical Applications Report
December 5, 2018
Cignal AI’s 3Q18 Optical Hardware Applications Report has been issued.
400ZR – The 4th Generation Coherent Opportunity
November 28, 2018
The arrival of standardized, pluggable 400ZR and derivative technologies – fourth generation coherent – is poised to be the most disruptive event in optical hardware since the advent of coherent 100G in 2010.
3Q18 Optical Hardware Report
November 26, 2018
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (3Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.
3Q18 Optical Hardware Tracker
November 26, 2018
The Cignal AI 3rd quarter 2018 (3Q18) Optical Hardware market share tracker is now active. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.
New York Investor Visits – Raymond James
November 6, 2018
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:
Ciena 3Q18 Vendor Summary Report
November 5, 2018
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 3Q18 results, announced August 30, 2018.
2018 SCTE Cable-Tec Expo: Key Optical Topics
October 31, 2018
The SCTE Cable-Tec Expo is the premiere technical trade show for North American Cable MSOs and has historically been oriented towards software, analog hardware, outside plant, and HFC-specific equipment. This year a greater number of prominent optical companies joined in. Factor such as fiber deep, native optics, 5G, and virtualization are driving optical deployments into the MSOs.
2Q18 Optical Customer Markets Report
October 12, 2018
Cignal AI has issued the 2Q18 Optical Customer Markets Report.
Gazettabyte: Ciena to sell its own coherent modules
October 12, 2018
Gazettabyte discovers that Ciena is actively hiring people to staff an Optical Microsystems Division including internal salespeople tasked to secure market footprint.
Third Generation Coherent Technology (Presentation)
October 8, 2018
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
September 23, 2018
Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.
2Q18 Optical Hardware Report
August 22, 2018
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (2Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.
2Q18 Optical Hardware Tracker
August 3, 2018
The Cignal AI 2nd quarter 2018 (2Q18) Optical Hardware market share tracker is now complete. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.
LIGHTWAVE: Coherent 400G, edge 100G future growth catalysts
August 1, 2018
Lightwave covers our 1Q18 Optical Application report and documents our boost of the 100G coherent market forecast in 2022.
Third Generation Coherent Technology
July 25, 2018
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
July 23, 2018
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).
1Q18 Optical Customer Markets Report
July 17, 2018
Cignal AI has issued the 1Q18 Optical Customer Markets Report. Similar to the recent Optical Applications release, this report will now be updated quarterly; previously the report was published every six months.