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Welcome to TRANSMIT, our monthly summary of our latest research and important trends in the industry.
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4Q19 Transport Hardware Report Complete
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Recent optical sales in North America were encouraging – up more than 25% for 4Q19 and 10% for all of 2019, according to the most recent Transport Hardware Report.
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“After three years of North American spending declines as operators focused capex on wireless and access, optical hardware sales in the region revived and grew at a healthy pace for 2019, while packet hardware sales remained flat,” said Scott Wilkinson, Lead Analyst at Cignal AI. “Market leaders Ciena, Infinera, and Cisco all achieved optical sales growth exceeding 25% in 2019.”
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As we expanded our coverage to include switches and routers, we radically improved our real-time dashboards. New enhancements include better filtering, dynamic tables & graphs, and release notes that capture updates as they happen.
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You don't need to be a client to see how they work--just register an account and log in.
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Transport Equipment Forecasts
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Cignal AI is completing its publication cycle of 4Q19 reports with forecasts that reflect pre-Covid-19 assumptions. We all recognize that the current situation is changing rapidly. Once the reports are released, we will review and revise the 2020 forecasts.
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For example, manufacturing at Huawei in Dongguan appears to be close to resuming normal levels of operation, although installation activity underway in China is still not clear. Ciena indicated a revenue impact of $30M during an earnings call in early March. It's unclear right now what the ultimate impact will be; time will tell. We will revisit projections in April with the hope that events will be more certain at that time.
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OFC was severely impacted when almost all major exhibitors pulled out of the show as health concerns mounted. The organizers did an admirable job of salvaging the technical sessions via Zoom teleconference.
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Cignal AI will deliver a wrap-up report summarizing many of the important announcements that companies intended to make during the show. Look for it in the coming weeks, and if you have important news or perspective to share - contact us!
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Switching and Routing Research Expansion
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We've completed the expansion of Cignal AI's Optical Hardware research to include comprehensive coverage of packet switching and routing in service provider transport networks.
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June 2-4, 2020 - Next-Gen Optical Networking - Barcelona, Spain (Maybe)
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June 2-3, 2020 - Cisco Live! - Las Vegas, USA (Maybe)
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September 21-23, 2020 - ECOC - Brussels, Belgium (Hopeful)
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September 24, 2020 - Cignal AI Oktoberfest - Munich, Germany (Tables Reserved!)
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October 20-21, 2020 - Nokia Wavelengths - Budapest, Hungary (Rescheduled!)
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