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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.

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

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

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

Service provider spending remains solid while cloud operators look shaky.

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

Key technology takeaways from OFC 2023.

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

Cloud capex outlook for 2023 summarized

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

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

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

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

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

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

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.