Nokia

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

Revenue is accurate but regional splits estimated

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Cisco Packet Optical Networking Conference advanced the RON strategy.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.

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.

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

Key technology takeaways from OFC 2022.

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.

Mentioned: Kyle Hollasch on Nokia IP over DWDM demo

Here is a sneak peek of the hot topics of discussion at OFC 2022

Nokia’s packet and optical businesses performed well in North America while slowing in traditional stronghold EMEA.

Cloud operator and traditional telco spending leads rebound in North America

Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.

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

Nokia’s optical business declined against an elevated 3Q20, while packet sales continued their steady growth.