Ciena 4Q17
Ciena released its 4Q17 results followed by a 10-K with supporting information last month. Cignal AI’s summary and analysis follow.
3Q17 Optical Hardware Forecast
On November 21st, Cignal AI issued full optical equipment market share analysis for 3rd quarter 2017 (3Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
3Q17 Optical Hardware Results
Cignal AI has released its 3rd quarter 2017 (3Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
Analysis: 1H17 Cloud and Colo Spending Slowdown
Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.
ECOC 2017 – China Observations
This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.
Topics include:
China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…
1H17 Optical Customer Markets Report
We’ve released the 1H17 edition of the Optical Customer Markets report. It provides insight into how much optical equipment different segments of network operators purchase.
1H17 Optical Applications Report
Our 1H17 edition of the Optical Hardware Applications report has been released.
2Q17 Optical Hardware Forecast
On August 20th, Cignal AI issued full optical equipment market share analysis for 2nd quarter 2017 (2Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
Infinera 2Q17
Infinera released its calendar 2Q17 results on 8/3/2017, and Cignal AI’s summary and analysis follows.
2Q17 Optical Hardware Results
Cignal AI has released its 2nd quarter 2017 (2Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
Nokia 2Q17
Nokia released its 2Q17 results on July 27th 2017. Cignal AI’s summary and analysis includes:
Overview of Quarterly Results
Cloud & Colo Business Update
1Q17 Optical Hardware Forecast
On June 15th, Cignal AI issued full optical equipment market share analysis for 1st quarter 2017 (1Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
1Q17 Optical Hardware Results
Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
NGON Discussion on Optical Disaggregation vs. Integration
A compact summary of Cignal AI’s position in the debate:
2H16 Optical Customer Markets Report
Our 2H16 edition of the Optical Customer Markets report has been released.
2H16 Optical Applications Report
Our 2H16 edition of the Optical Hardware Applications report has been released.
OFC 2017 – Open vs. Closed Optical Networks
There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major…
OFC 2017 – Coherent Technology
400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.
4Q16 Optical Hardware Forecast
On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.