AT&T

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 operators. The presentations and panels centered on issues relevant to wholesale carriers, and the trade show floor was populated by service providers, internet exchanges, and…

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 excellent presentations and discussions involving operators from several network verticals – Incumbents, Cable MSOs, and of course the ever-expanding cloud and colocation operators.Continue Reading

OFC 2018 – Compact Modular Equipment

Compact Modular Equipment took center stage at OFC 2018. News included speed upgrades to existing systems, the emergence of new switch/router variants, and open line systems designed to address the growing interest in optical hardware disaggregation.Continue Reading

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 gave his perspective on the latest events in the optical component and equipment market.

Topics during the call included:

Anticipated impact of China’s MIIT…

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 problem and that the industry needs to embrace hardware dis-aggregation.

This is not a bad cult – it ignited a healthy debate that illuminates both…

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. An extended Q&A session followed Andrew’s presentation, and topics of interest included:

China 100G port volume trends for 2H16 and 2017 Huawei’s upcoming 100G technology…

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 trend in the industry; one which ignites opinions and whose conclusion is far from clear.

After silicon photonics, this was the area of the most interesting…

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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