Juniper

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.

Mentioned: Scott Wilkinson on 800ZR pluggables volumes

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

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

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

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

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

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