Ciena

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

Key technology takeaways from OFC 2023.

Broadcom and Marvell provide radically different revenue outlooks

Optical and routing sales declined on weakness in Europe and China.

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.

Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.

Gen60C modules drive coherent bandwidth growth this quarter while Compact Modular and ROADM equipment sales outperform.

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.