Ciena

Coherent bandwidth growth remains muted outside of 400ZR

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

North American Cloud operators were again the growth engine for optical and packet transport sales

Cisco Packet Optical Networking Conference advanced the RON strategy.

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.

First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.

Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

Key technology takeaways from OFC 2022.

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

Here is a sneak peek of the hot topics of discussion at OFC 2022

Ciena has a record revenue quarter – and record backlog as supply chain challenges continue.

Cloud operator and traditional telco spending leads rebound in North America

Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.