Ciena Wavelogic Ai and 400G Roadmap
This past October, Ciena announced its new coherent DSP, dubbed Wavelogic Ai. Ciena used the announcement to convey its coherent 100G+ roadmap and support for 400G. Ciena also hinted at important changes…
3Q16 Optical Hardware Results
Cignal AI has released its comprehensive 3rd quarter 2016 (3Q16) optical equipment market share analysis, which provides a summary of revenue results for the quarter.
Investor Call – China 2017, CFP2-ACO, Coherent DSPs
Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….
ECOC 2016 Market Focus Interview (VIDEO)
Andrew Schmitt is interviewed after his presentation at ECOC 2016 in Dusseldorf where he presented an update on the use of 100G coherent in the data center interconnect and metro markets.
ECOC 2016 Notes and Observations
Andrew Schmitt presented at the ECOC (European Conference for Optical Communications) in Dusseldorf, Germany during the week of Sept. 19. No time was wasted during the trip as Andrew fit…
1H16 Optical Hardware Applications
Our 1H16 edition of the Optical Hardware Applications report has been published.
2Q16 Optical Hardware Results
Cignal AI has released full optical equipment market share analysis from 2nd quarter 2016 (2Q16). This report summarizes optical equipment revenue results for the quarter.
Ciena 2Q16
Cignal’s Active Insight promises real-time information, and with that in mind, we are providing an update on Ciena. Ciena reported results for its April-2016 quarter on June 2nd. Corporate results were decent from an overall revenue perspective, but performance in the optical equipment area was slightly disappointing.
2H15 Optical Hardware Applications
Our initial set of optical equipment results and forecasts for Datacenter Interconnect, Advanced Optical Switching, as well as detailed 100G+ Coherent and non-coherent port shipments have been published in Excel format.
1Q16 Optical Hardware Results
Full results and updated forecasts for 1Q 2016 have been published in Excel format. Subscribers can download the full excel file here.
Investor Call – China, CFP2-ACO, ROADMs & More
Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…
Metro DCI – What’s Next
Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…
Optical Whitebox – OFC 2016
Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…
Silicon Photonics – OFC 2016
The optical component industry is changing from one in which existing InP and discrete designs are replicated in SiPho to a new approach under which the unique benefits of SiPho…
Ciena Announces 6500 T-Series Packet-Optical Platform
As part of it’s impending rollout of equipment in Verizon’s metro WDM network, Ciena announced a new 6500 platform for this application.
OFC 2016 Preview
OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…
Ciena buys TeraXion InP Modulator Assets for $32M
Ciena applies for membership to the exclusive Indium Phosphide club.Continue Reading