Ericsson

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.

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

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.

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