Cisco

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.

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.

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.

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

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 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.

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

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

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

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

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

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

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

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.

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

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

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.

LightWave summarized the opinions of several people in the optics industry about the $2.6B proposed acquisition of Acacia by Cisco.

LightReading reported on Cisco’s proposed acquisition of Acacia and requested a quote from Cignal AI.

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.