Nokia

Nokia had an extraordinary Q3, with overall growth significantly higher than the market. Much of this growth came from Q2’s delayed sales.

The diverse requirements of 5G require both the radios and the network supporting the radios to be updated. This report covers advances in 5G packet fronthaul and includes an overview of existing vendor solutions.

Cloud & Colo optical spending in North America cooled while spending in APAC was unexpectedly strong this quarter.

This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.

Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.

Nokia reported rising demand from customers but a continued COVID impact on the supply chain, resulting in a down quarter in almost every region and product segment.

Our 3Q18 report showed coherent optical port pricing dropping at 26% per year. This report examines the stability of that trend over the last 12 months as new coherent systems entered the market.

Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.

North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.

Vendors generally claimed a 5-10% reduction in sales due to COVID-19 operational issues this quarter. While demand increased, the inability to get parts, manufacture equipment, and deliver to end customers reduced sales in all areas.

Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.

Nokia launched it’s 5th generation coherent solution. This includes new PSE-5 DSPs, new CSTAR silicon photonics from its Elenion acquisition, and pluggable CFP2-DCO and QSFP-288DD pluggable modules.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Nokia’s 1Q20 results.

Cloud & Colo optical spending growth cooled in the 4th quarter but still led growth for the year with Ciena as market share leader. North American Incumbent and Cable/MSO optical spending came back strong in the 4th quarter.

Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2024.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Nokia’s 4Q19 results.

Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

Cloud & Colo led growth in North America, up 45% this quarter. Ciena increased its market share to over 50% in 3Q19.