4Q23 Transport Hardware & Markets Report
Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak
4Q23 Preliminary Transport Hardware & Markets Report
The market slides ex-china as service provider spending stalls.
3Q23 Transport Hardware & Markets Report
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.
3Q23 Preliminary Transport Hardware & Markets Report
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.
2Q23 Transport Hardware & Markets Report
Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.
2Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
1Q23 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales.
1Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
4Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales.
4Q22 Preliminary Transport Hardware & Markets Report
Optical and routing sales declined on weakness in Europe and China.
3Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.
3Q22 Transport Hardware & Markets Report
Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.
2Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.
2Q22 Transport Hardware & Markets Report
North American Cloud operators were again the growth engine for optical and packet transport sales
1Q22 Transport Hardware & Markets Report
First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.
1Q22 Transport Hardware & Markets Report
First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.
4Q21 Transport Hardware & Markets Report
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.
3Q21 Transport Hardware Report
Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.
2Q21 Transport Customer Markets Report
Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.
2Q21 Transport Hardware Report
First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.