Juniper

New for this quarter – WDM Pluggable Market Share

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

The market recovery accelerated in 2Q with Cloud & Colo spending rocketing 50%.

The worldwide optical transport market accelerated in 2Q as cloud and colo spending rocketed 50% worldwide.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.

This first deployment uses an early release of Juniper’s JCO800 coherent optics in the PTX

Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.

The transceiver leverages the Coherent L-band 140 Gbaud IC-TROSA, and demonstrated at ECOC2024 in a Juniper PTX.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

Ex-China, revenue drops as service provider spending continues to stall.

Ex-China, revenue drops as service provider spending continues to stall.