OFC 2018 – Compact Modular Equipment
Compact Modular Equipment took center stage at OFC 2018
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.
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).
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.
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.
ECOC2017 – Coherent 100G+
ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community,…
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.
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.
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.
2H16 Optical Customer Markets Report
Our 2H16 edition of the Optical Customer Markets report has been released.
2H16 Optical Applications Report
Our 2H16 edition of the Optical Hardware Applications report has been released.
OFC 2017 – Open vs. Closed Optical Networks
There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.
4Q16 Optical Hardware Forecast
On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
4Q16 Optical Hardware Results
Cignal AI has released its 4th quarter 2016 (4Q16) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2016 (CY16).
3Q16 Optical Hardware Results
Cignal AI has released its comprehensive 3rd quarter 2016 (3Q16) optical equipment market share analysis, which provides a summary of revenue results for the quarter.