4Q23 Transport Hardware & Markets Report

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak

4Q23 Preliminary Transport Hardware & Markets Report

The market slides ex-china as service provider spending stalls.

3Q23 Transport Hardware & Markets Report

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

3Q23 Preliminary Transport Hardware & Markets Report

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

2Q23 Transport Hardware & Markets Report

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

2Q23 Preliminary Transport Hardware & Markets Report

Supply chains loosen up and revenue ramps, some service providers express hesitation.

2Q23 Takeaways – INTC GLW JNPR RBBN

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

1Q23 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales.

1Q23 Preliminary Transport Hardware & Markets Report

Supply chains loosen up and revenue ramps, some service providers express hesitation.

1Q23 Earnings – INTC RBBN JNPR GLW

Service provider spending remains solid while cloud operators look shaky.

4Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

4Q22 Preliminary Transport Hardware & Markets Report

Optical and routing sales declined on weakness in Europe and China.

4Q22 Weekly Earnings – META GOOG AMZN GLW JNPR MTSI

Cloud capex outlook for 2023 summarized

3Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

3Q22 Transport Hardware & Markets Report

Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.

2Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

2Q22 Transport Hardware & Markets Report

North American Cloud operators were again the growth engine for optical and packet transport sales

1Q22 Transport Hardware & Markets Report

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.

1Q22 Transport Hardware & Markets Report

First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.