4Q19 Transport Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2024.

Ciena 4Q19 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 4Q19 results.

5th Gen Coherent Optics – 4Q19 Update

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

3Q19 Optical Customer Markets Report

Cloud & Colo led growth in North America, up 45% this quarter. Ciena increased its market share to over 50% in 3Q19.

3Q19 Optical Applications Report

200G coherent shipments from China exceeded forecasts, worldwide shipments of 100G coherent ports will now decline until lower-cost alternatives emerge.

3Q19 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

Ciena 3Q19 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 3Q19 results.

The State of 5th Generation Optics

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

2Q19 Optical Customer Markets Report

Incumbent spending grew in every region, Cloud & Colo spending growth slowed, and Cable & MSO sales declined.

3Q19 Optical Hardware Tracker

The Cignal AI 3rd quarter 2019 (3Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

2Q19 Optical Applications Report

Over a quarter of North American compact modular sales were for long haul deployments as applications continue to expand.

2Q19 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

Ciena 2Q19 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 2Q19 results.

Cisco Buys Acacia

Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.

2Q19 Optical Hardware Tracker

The Cignal AI 2nd quarter 2019 (2Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

1Q19 Optical Customer Markets Report

Cignal AI has issued the 1Q19 Optical Customer Markets Report

1Q19 Optical Applications Report

Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.

1Q19 Optical Hardware Live Presentation

Cignal AI presents the results from the 1Q19 Optical Hardware Report.

1Q19 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

Ciena 1Q19 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 1Q19 results.