Ciena

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.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments

Sales were down in 2Q due to inventory absorption at North American carriers, and a pause in Cloud spending.

The combination creates a company with an enviable regional balance, providing a buffer from regional geopolitical and economic instability.

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

Ex-China, revenue drops as service provider spending continues to stall.

Ex-China, revenue drops as service provider spending continues to stall.

Ciena leverages relationships with hyperscalers to push into Europe.

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak

The market slides ex-china as service provider spending stalls.

Sales to Cloud operators powered $3B in optical revenue for 2023.

Worldwide DWDM deployed bandwidth declined YoY for the first time.