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.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Tejas 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.

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

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

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

Incumbent spending grew in every region, Cloud & Colo spending growth slowed, and Cable & MSO sales declined.

The Cignal AI 3rd quarter 2019 (3Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

The Cignal AI 2nd quarter 2019 (2Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

Cignal AI has issued the 1Q19 Optical Customer Markets Report. 

Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.

Cignal AI presents the results from the 1Q19 Optical Hardware Report.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

The Cignal AI 1st quarter 2019 (1Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

Cignal AI presents the results from the 4Q18 Optical Customer Markets Report.

Cignal AI presents the results from the 4Q18 Optical Applications Report.

Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.

Cignal AI presents the results from the 4Q18 Optical Hardware Report.