Fujitsu 2Q17
Cignal AI summary and analysis of Fujitsu 2Q17 results includes:
Overview of Quarterly Results
Update on 1Finity Products
Open ROADM Deployment Outlook
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.
OFC 2017 – Compact DCI Equipment
In our final OFC 2017 report we discuss new product announcements on purpose-built datacenter hardware and components, and share our thoughts on market developments.
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.
Investor Call – China 2017, CFP2-ACO, Coherent DSPs
Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….
ECOC 2016 Market Focus Interview (VIDEO)
Andrew Schmitt is interviewed after his presentation at ECOC 2016 in Dusseldorf where he presented an update on the use of 100G coherent in the data center interconnect and metro markets.
1H16 Optical Hardware Applications
Our 1H16 edition of the Optical Hardware Applications report has been published.
2Q16 Optical Hardware Results
Cignal AI has released full optical equipment market share analysis from 2nd quarter 2016 (2Q16). This report summarizes optical equipment revenue results for the quarter.
2H15 Optical Hardware Applications
Our initial set of optical equipment results and forecasts for Datacenter Interconnect, Advanced Optical Switching, as well as detailed 100G+ Coherent and non-coherent port shipments have been published in Excel format.
1Q16 Optical Hardware Results
Full results and updated forecasts for 1Q 2016 have been published in Excel format. Subscribers can download the full excel file here.
Metro DCI – What’s Next
Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…
Optical Whitebox – OFC 2016
Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…
Fujitsu Announces Modular Blade Families in 1FINITY™ Platform
Fujitsu Network Communications rolled out its new 1FINITY Platform, aimed at service providers interested in dis-aggregated optical network architectures.