Coriant

3Q20 Transport Hardware Report

Third quarter results were better than forecast, especially in EMEA where both optical and packet hardware spending increased. North America spending declined while China spending was flat and Japan spending growth continued unabated.

2Q20 Transport Hardware Report

Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.

Coherent Port Pricing Trends (1Q20)

Our 3Q18 report showed coherent optical port pricing dropping at 26% per year. This report examines the stability of that trend over the last 12 months as new coherent systems entered the market.

1Q20 Transport Hardware Report

Vendors generally claimed a 5-10% reduction in sales due to COVID-19 operational issues this quarter. While demand increased, the inability to get parts, manufacture equipment, and deliver to end customers reduced sales in all areas.

4Q19 Transport Hardware Report

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

3Q19 Optical Hardware Report

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

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 Hardware Report

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

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 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.

1Q19 Optical Hardware Tracker

The Cignal AI 1st quarter 2019 (1Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

4Q18 Optical Customer Markets Webinar

Cignal AI presents the results from the 4Q18 Optical Customer Markets Report.

4Q18 Optical Applications Webinar

Cignal AI presents the results from the 4Q18 Optical Applications Report.

4Q18 Optical Applications Report

Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.

4Q18 Optical Hardware Webinar

Cignal AI presents the results from the 4Q18 Optical Hardware Report.

4Q18 Optical Hardware Report

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

Infinera 4Q18 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Infinera’s 4Q18 results.

4Q18 Optical Hardware Tracker

The Cignal AI 4th quarter 2018 (4Q18) Optical Hardware market share tracker is now active. This interactive page tracks hardware sales as results are reported for the quarter.