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North American optical and packet transport spending plummeted in North America as Tier 1s concentrated COVID-related capex in the first half of the year.

Third quarter results were better than forecast, especially in EMEA where both optical and packet hardware spending increased. North America spending declined while China spending was flat and Japan spending growth continued unabated.

Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.

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.

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

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

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 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 presents the results from the 4Q18 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 4th quarter 2018 (4Q18) Optical Hardware market share tracker is now active. This interactive page tracks hardware sales as results are reported for the quarter.

On December 13, 2018, Cignal AI presented their results from the 3Q 2018 Optical Hardware Report.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (3Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.

The Cignal AI 3rd quarter 2018 (3Q18) Optical Hardware market share tracker is now active. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.