Nokia

Cignal AI has released its comprehensive 3rd quarter 2016 (3Q16) optical equipment market share analysis, which provides a summary of revenue results for the quarter.

Andrew Schmitt presented at the ECOC (European Conference for Optical Communications) in Dusseldorf, Germany during the week of Sept. 19. No time was wasted during the trip as Andrew fit…

Our 1H16 edition of the Optical Hardware Applications report has been published.

Cignal AI has released full optical equipment market share analysis from 2nd quarter 2016 (2Q16). This report summarizes optical equipment revenue results for the quarter.

On August 4th, Nokia announced its quarterly results, and they included good optical results for 2Q16. While optical accounts for less than 10% of Nokia’s corporate revenue, this specific business unit is poised to benefit from the oncoming ramp up in metro coherent 200G.

Our initial set of optical equipment results and forecasts for Datacenter Interconnect, Advanced Optical Switching, as well as detailed 100G+ Coherent and non-coherent port shipments have been published in Excel format.

Full results and updated forecasts for 1Q 2016 have been published in Excel format. Subscribers can download the full excel file here.

The optical networking world finally gets a close up view of Acacia’s performance as the company is filing for an IPO. The most recent S-1/A filing by Acacia includes 2015 financial details, which we review through the lenses of Cignal AI’s customer and market knowledge in order to create a fine-grained view of the company’s performance and qualitative outlook. This analysis includes a detailed projection of customer composition for 90%+ of revenue, market share within entire 100G market, and estimates of ASPs beyond what is included in public documents.

OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…