Cisco

2Q20 Transport Customer Markets Report

Cloud & Colo optical spending in North America cooled while spending in APAC was unexpectedly strong this quarter.

2Q20 Transport Applications Report

This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.

5th Gen Coherent Trials and Deployments

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

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.

Cisco 2Q20 Vendor Summary Report

Cisco reported a sharp decrease in orders across the company, although the decline in orders from service providers (-5%) was milder than other areas.

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 Applications Report

Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.

1Q20 Transport Customer Markets Report

North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.

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.

Cisco 1Q20 Vendor Summary Report

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Cisco’s 1Q20 results.

Acacia 1Q20 Vendor Summary Report

Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.

4Q19 TRNEQ_MA PPT

4Q19 Transport Customer Markets Report

Cloud & Colo optical spending growth cooled in the 4th quarter but still led growth for the year with Ciena as market share leader. North American Incumbent and Cable/MSO optical spending came back strong in the 4th quarter.

4Q19 Transport Applications Report

Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.

4Q19 Transport Hardware Report

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

Cisco 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 Cisco’s 4Q19 results.

Cisco: The Future of the Internet

Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.

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.