Infinera

Cignal AI has released its 3rd quarter 2017 (3Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

Infinera announced that Netflix deployed the Infinera Cloud Xpress 2 to expand their delivery capacity for streaming videos.

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.

Infinera published two papers at ECOC 2017 that set new milestones in terms of baud rate (100Gbs) and modulation density (1024 QAM). While these technologies are years away from commercial reality and deployment Infinera is demonstrating a continued commitment to the in-house development of photonic integration and the results it believes this can achieve.

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.

Our 1H17 edition of the Optical Hardware Applications report has been released.

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.

Cignal AI has released its 2nd quarter 2017 (2Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

Infinera completed a trans-Atlantic field trial with it’s new XTS-3300, slightly edging out the performance of previous announcements by Ciena and Nokia for trans-Atlantic links.

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.

Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

Infinera announced a major upgrade to its XTM chassis (Transmode acquisition) bringing 200G and 400G uplink capabilities to existing systems already deployed in the field.

Infinera announced its new CX2 is GA and deployed in cloud and colo networks, a crucial strategic follow up to its successful first-gen Cloud Xpress, which the competition has now caught up to.

A compact summary of Cignal AI’s position in the debate:

Our 2H16 edition of the Optical Customer Markets report has been released.

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.

Our 2H16 edition of the Optical Hardware Applications report has been released.

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…

400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…

Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.