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 Hardware Report

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.

1Q21 Transport Hardware Report

First quarter optical spending was down compared to the Covid-impacted 1Q20. Packet transport sales, which suffered a year ago from operational issues, increased sharply.