Ciena

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

Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.

Mentioned: Kyle Hollasch on Ciena’s acquisition of Tibit and Benu

Optical revenue declined -21% due to unexpected supply chain problems.

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.

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