Optical transport network

Ekinops Q1 2024 revenue: 28.3 m€

Retrieved on: 
Monday, April 15, 2024
International, Optical transport network, FY, Software, Euronext Paris, Q3, Composition, OTN, SLA, Acquisition, Growth

+3% growth in Access in Q1, decline in Optical Transport

Key Points: 
  • +3% growth in Access in Q1, decline in Optical Transport
    After three consecutive quarters of decline, sales of Access solutions grew in Q1 2024, with activity up +3% vs. Q1 2023.
  • This trend was driven by a rebound in sales in France (+19% in Q1 2024) after a decline of -18% in the domestic market in 2023.
  • In Q1 2024, Ekinops generated 43% of its revenue in France
    Internationally, Ekinops saw a downturn in business at the start of the year in all regions.
  • The EMEA region accounted for 30% of Ekinops' total business activity in Q1 2024 (vs. 41% for FY 2023).

Optical Transport Network Equipment Market size to increase by USD 5.54 billion during 2023-2028, Growing mobile data traffic to drive the growth - Technavio

Retrieved on: 
Wednesday, January 10, 2024
Cloud, NMS, Optical transistor, DSP, Ciena, ADVA Optical Networking, Single-mode optical fiber, PIC, Cable gland, OXC, Digital, Sample, Growth, Internet, TMS, Wavelength-division multiplexing, SONET/SDH, OTN, SONET, Optical performance monitoring, Fujitsu, NEC, Deutsche Telekom, Mitsubishi Electric, Cisco, Monitor lizard, Communication, Huawei, Element, AI, Investment, OADM, OPM, Optical transport network, Public sector, Machine learning, OCN, WDM, Data-rate units, Fibre Channel Protocol, Enterprise, DWDM, YOY, USD, Synchronous optical networking, Free, EDFA, Onus, Nature, Audio power amplifier, Cable television

The Optical Transport Network Equipment Market is driven by the escalating mobile data traffic, emphasizing the necessity for robust infrastructure.

Key Points: 
  • The Optical Transport Network Equipment Market is driven by the escalating mobile data traffic, emphasizing the necessity for robust infrastructure.
  • The prevailing trend in the Optical Transport Network Equipment Market involves the fusion of AI and machine learning (ML) into optical transport network equipment, revolutionizing operations.
  • The divergence in Optical Transport Network (OTN) standards impacts Cloud-Optimized Optical Transport Network Systems and Optical Channel Networks (OCN).
  • This disparity affects Optical Transport Network Routers, Optical Transport Network Switches, and Optical Transport Network Gateways, impeding seamless integration with Optical Network Management Software and Network Management Systems (NMS).

ADDvantage Technologies Reports Financial Results for the Quarter Ended September 30, 2023

Retrieved on: 
Tuesday, November 14, 2023
Three Months, Bank statement, SG&A, Insurance, Optical transport network, Note 2, Communication, AEY, Fixed wireless, Clothing, Cable television, Cryptocurrency, Telco

CARROLLTON, Texas, Nov. 14, 2023 (GLOBE NEWSWIRE) -- ADDvantage Technologies Group, Inc. (NASDAQ: AEY) (“ADDvantage Technologies” or the “Company”) today reported financial results for the three and nine months ended September 30, 2023, the third quarter of 2023.

Key Points: 
  • CARROLLTON, Texas, Nov. 14, 2023 (GLOBE NEWSWIRE) -- ADDvantage Technologies Group, Inc. (NASDAQ: AEY) (“ADDvantage Technologies” or the “Company”) today reported financial results for the three and nine months ended September 30, 2023, the third quarter of 2023.
  • This expansion shows significant promise, representing a more durable revenue stream that is more resistant to economic pressures.
  • Cash and cash equivalents were $1.6 million as of September 30, 2023, compared to $2.6 million at December 31, 2022.
  • See further discussion in Note 2 to the Company’s financial statements included in the Company’s Quarterly Report on Form 10-Q for the three and nine months ended September 30, 2023.

North American Optical Transport Market Declined in 3Q 2023, According to Dell'Oro Group

Retrieved on: 
Tuesday, December 5, 2023
Nokia, Optical transport network, Ciena, Y/Y, FiberHome, American Optical Company, Telecommunications, COVID-19

REDWOOD CITY, Calif., Dec. 5, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the North American Optical Transport equipment market contracted 4 percent year-over-year (Y/Y) in 3Q 2023. This is in contrast to the market outside the North American region where demand improved for a third consecutive quarter, growing 6 percent Y/Y.

Key Points: 
  • REDWOOD CITY, Calif., Dec. 5, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the North American Optical Transport equipment market contracted 4 percent year-over-year (Y/Y) in 3Q 2023.
  • This is in contrast to the market outside the North American region where demand improved for a third consecutive quarter, growing 6 percent Y/Y.
  • Additional highlights from the 3Q 2023 Optical Transport Quarterly Report:
    The worldwide Optical Transport market is projected to grow at an average annual rate of 3 percent, reaching $16 billion by 2024.
  • The North American and Latin American regions declined Y/Y in 3Q 2023 due to a mixture of issues: excess inventory, worsening macro-conditions, fear of recession, and higher borrowing costs.

Coherent Optical Transceiver Shipments to Grow at 17 Percent CAGR, According to Dell'Oro Group

Retrieved on: 
Thursday, October 26, 2023
Coherent optical module, DWDM, Network switch, Growth, Optical transport network, Telecommunications, Research

REDWOOD CITY, Calif., Oct. 26, 2023 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, forecast coherent optical transceiver shipments to grow at a 17 percent compounded annual growth rate (CAGR) for the next five years. Additionally, the Coherent Optics market is undergoing a tectonic shift with the availability of small form factor pluggable optics that will increase the use of coherent technology in routers and ethernet switches.

Key Points: 
  • "The demand for coherent technology is expanding," stated Jimmy Yu, Vice President for Optical Transport market research at Dell'Oro Group.
  • "Historically, the majority of coherent optics have predominantly found their application in DWDM systems," stated Sameh Boujelbene, Vice President for Ethernet Switch market research at Dell'Oro Group.
  • Additional highlights from the Coherent Optics Report:
    Coherent Optics market is predicted to reach nearly $13 billion by 2027.
  • Coherent optics deployed on Router & Switch platforms will account for more than 50 percent of the annual increase in transceiver shipments throughout the forecast period.

Dell'Oro Group Launches New Coherent Optics Advanced Research Report

Retrieved on: 
Wednesday, September 27, 2023
Data-rate units, Telecommunications, Research report, DCI, Research, Optical transport network, Router, DWDM, ZR, Network switch, Computer data storage

REDWOOD CITY, Calif., Sept. 27, 2023 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries announced today the launch of its new Coherent Optics Advanced Research Report.

Key Points: 
  • REDWOOD CITY, Calif., Sept. 27, 2023 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries announced today the launch of its new Coherent Optics Advanced Research Report.
  • "Coherent optics is becoming pervasive, spreading to all reaches of a network, and no longer confined to only DWDM systems," stated Jimmy Yu, Vice President for Optical Transport market research at Dell'Oro Group.
  • The Coherent Optics Advanced Research Report will address key topics, including:
    What is the total market demand for coherent optics?
  • What share of coherent optics is being used on an Ethernet Switch and Router compared to a traditional DWDM system?

Optical Transport Market Beats Growth Expectations Again in 2Q 2023, According to Dell'Oro Group

Retrieved on: 
Wednesday, August 23, 2023
Optical transport network, Ciena, WDM, FiberHome, Growth, ZTE, Huawei, Telecommunications, Network equipment provider, Infinera

REDWOOD CITY, Calif., Aug. 23, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Optical Transport equipment revenue grew 5 percent year-over-year in 2Q 2023. This was the third consecutive quarter that the optical market growth rate topped estimates.

Key Points: 
  • This was the third consecutive quarter that the optical market growth rate topped estimates.
  • "It was another great quarter for optical system vendors," said Jimmy Yu, Vice President at Dell'Oro Group.
  • Additional highlights from the 2Q 2023 Optical Transport Quarterly Report:
    Optical Transport market revenue grew 5 percent year-over-year in 2Q 2023 to a little over $4.0 billion.
  • FiberHome's optical revenue grew at the highest rate among the vendors at over 30 percent year-over-year.

Flexible Transport Networks are Vital for 5G Innovation and Performance

Retrieved on: 
Tuesday, August 22, 2023
Networks, 5G, Mobile, Wireless, Technology, Telecommunications, RAN, Radio, Ciena, Optical transport network, Human, Paramount, Natural gas

Today, 5G Americas, the voice of 5G and beyond for the Americas, announced a new white paper titled, “ Transport Networks for 5G ” which delves into the present transport network landscape, explores ongoing work, and envisions the future of 5G transport networks.

Key Points: 
  • Today, 5G Americas, the voice of 5G and beyond for the Americas, announced a new white paper titled, “ Transport Networks for 5G ” which delves into the present transport network landscape, explores ongoing work, and envisions the future of 5G transport networks.
  • Chris Pearson, President of 5G Americas said, “5G network operators are continually improving 5G transport networks making them more adaptable, secure, and flexible to meet increasing demands.
  • Future-proofing the 5G transport network is paramount to advancing 5G and beyond.”
    “Transport Networks for 5G” examines characteristics shaping 5G transport networks that have been increasing with bandwidth demands, driving the need for continuous backhaul capacity and the necessity for flexible, scalable solutions.
  • Key topics surrounding 5G transport networks in this 5G Americas white paper include:
    According to David Krauss, Principal Network Architect at Ciena, “5G's evolution toward open architectures, diverse network slicing, and precise timing and synchronization demands robust transport networks as the bedrock of innovation and performance.

Ekinops H1 2023 EBITDA up 33%: record high EBITDA margin of 20.2%

Retrieved on: 
Thursday, July 27, 2023
OTN, PPR, Corporate social responsibility, WDM, Tax, Personal Software Services, CSR, USD, Optical transport network, EBITDA, Investment, Depreciation, Growth, ESG, R, Earnings, Bookkeeping, Video game, Cryptocurrency, Bank

Geographically, first-half revenue rose sharply by +42% in North America (identical in USD terms), which now accounts for 26% of Ekinops' business.

Key Points: 
  • Geographically, first-half revenue rose sharply by +42% in North America (identical in USD terms), which now accounts for 26% of Ekinops' business.
  • Lastly, in France, where the Group generated 34% of its H1 revenue, sales volumes were up +9% vs. H1 2022.
  • H1 2023 gross margin stood at 37.7m€, up +13% Y-o-Y, despite a complex economic environment and heightened market competitiveness.
  • As such, H1 2023 EBITDA margin reached a record level of 20.2%, exceeding the 20% mark for the first time.

$83 Billion of Optical Transport Equipment Revenue in Next Five Years, According to Dell'Oro Group

Retrieved on: 
Tuesday, July 18, 2023
Optical transport network, WDM, DSPS, Growth, Optics, DWDM, Numbering Resource Utilization/Forecast Report, DCI, Metro, Telecommunications

REDWOOD CITY, Calif., July 18, 2023 /PRNewswire/ -- According to a newly published forecast report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Optical Transport equipment demand is forecast to be $83 billion over the next five years. This cumulative revenue is up 10 percent compared to the previous five-year period and will largely be from sales of coherent DWDM systems.

Key Points: 
  • This cumulative revenue is up 10 percent compared to the previous five-year period and will largely be from sales of coherent DWDM systems.
  • "We slightly raised our outlook for Optical Transport equipment," said Jimmy Yu, Vice President at Dell'Oro Group.
  • Additional highlights from the Optical Transport 5-Year July 2023 Forecast Report:
    Optical Transport market expected to approach $18 billion by 2027.
  • DWDM Long Haul forecast raised due to the growing need for network capacity and increasing use of integrated C+L band optical line systems.