4Q17 Optical Customer Markets Report
The 4Q17 edition of the Optical Customer Markets report has been released. It provides insight into how much optical equipment different network operators purchase.
4Q17 Optical Applications Report
The 4Q17 edition of the Optical Hardware Applications report has been released. The report contains details on the following areas:
OFC 2018 – Compact Modular Equipment
Compact Modular Equipment took center stage at OFC 2018
Nokia PSE-3 Coherent Chipset
On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these…
4Q17 Optical Hardware Forecast
On February 14th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2017 (4Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2022.
Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
4Q17 Optical Hardware Results
Cignal AI has released its 4th quarter 2017 (4Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2017 (CY17).
Ciena 4Q17
Ciena released its 4Q17 results followed by a 10-K with supporting information last month. Cignal AI’s summary and analysis follow.
3Q17 Optical Hardware Forecast
On November 21st, Cignal AI issued full optical equipment market share analysis for 3rd quarter 2017 (3Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
3Q17 Optical Hardware Results
Cignal AI has released its 3rd quarter 2017 (3Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
Analysis: 1H17 Cloud and Colo Spending Slowdown
Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.
ECOC 2017 – China Observations
This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.
Topics include:
China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…
1H17 Optical Customer Markets Report
We’ve released the 1H17 edition of the Optical Customer Markets report. It provides insight into how much optical equipment different segments of network operators purchase.
1H17 Optical Applications Report
Our 1H17 edition of the Optical Hardware Applications report has been released.
2Q17 Optical Hardware Forecast
On August 20th, Cignal AI issued full optical equipment market share analysis for 2nd quarter 2017 (2Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
Infinera 2Q17
Infinera released its calendar 2Q17 results on 8/3/2017, and Cignal AI’s summary and analysis follows.
2Q17 Optical Hardware Results
Cignal AI has released its 2nd quarter 2017 (2Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
Nokia 2Q17
Nokia released its 2Q17 results on July 27th 2017. Cignal AI’s summary and analysis includes:
Overview of Quarterly Results
Cloud & Colo Business Update
1Q17 Optical Hardware Forecast
On June 15th, Cignal AI issued full optical equipment market share analysis for 1st quarter 2017 (1Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
1Q17 Optical Hardware Results
Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.