OFC 2022 – Sneak Peek
Here is a sneak peek of the hot topics of discussion at OFC 2022
North America: Less Demand or More Efficiency?
Optical hardware spending has been declining in North America since 2015. In this report, we examine the question of whether North America’s decline in overall optical spending signifies a long-term trend and whether EMEA and the rest of the world will follow this same trend.
ITW 2019 Observations
Cignal AI attended the 2019 International Telecoms Week (ITW) in Atlanta June 24-26. ITW is a trade show focused on the wholesale telecommunications market and is attended primarily by network…
OFC2019 – Open and Disaggregated Networks
Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.
Impact of 5G on the Optical Hardware Market (Part 2)
Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.
Fujitsu 4Q18 Vendor Summary Report
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Fujitsu’s 4Q18 results.
Impact of 5G on the Optical Hardware Market (Part 1)
Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.
OFC 2018 – Operator Perspectives
Each year at OFC, we have the valuable opportunity to hear from the network operators themselves to better understand their vision for the future network. This year, there were some…
OFC 2018 – Compact Modular Equipment
Compact Modular Equipment took center stage at OFC 2018
Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
Fujitsu 2Q17
Cignal AI summary and analysis of Fujitsu 2Q17 results includes:
Overview of Quarterly Results
Update on 1Finity Products
Open ROADM Deployment Outlook
OFC 2017 – Open vs. Closed Optical Networks
There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major…
Investor Call – China 2017, CFP2-ACO, Coherent DSPs
Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….
Optical Whitebox – OFC 2016
Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…
Adtran 4Q15 Earnings Call
Adtran has a small optical transport business, but it’s strength in access makes it a good bellwether for tier-1 spend.
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