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Infinera Corporation Message Board

  • byronangel byronangel Nov 20, 2013 9:35 AM Flag

    Q3 market report from Ovum

    Global optical networking (ON) spending in 3Q13 is down according to the latest market share alert from Ovum, the global market analyst firm.

    Key findings:

    • The global ON market paused in 3Q13. Year-over-year quarterly global spending was flat in 3Q13 at US$3.7bn blunting optimism after a stronger 2Q13. The ON market has grown versus the prior year's quarter in only two out of the last eight quarters.

    • Strong Tier-1 operator spending drove increased converged packet optical (CPO) and 100G deployments in the North America. ON revenues in the region topped US$1.1bn in 3Q13, the second consecutive billion-dollar-plus quarter.

    • Ciena, Fujitsu and Infinera, all grew revenues sequentially and year over year. All three vendors took advantage of the hot North American market. Fujitsu reported its best quarterly revenues since 1Q08, while Ciena reported its best results since the acquisition of Nortel's Metro Ethernet Networks business in 1Q10. Infinera moved into the top 10 globally, ousting Coriant.

    Ron Kline, Principal Analyst Network Infrastructure at Ovum, said: "Total spending may be under pressure, but when it comes to deploying the latest infrastructure to support exploding bandwidth requirements, the demand for 100G, OTN and packet switching capabilities provided by CPO gear continues to see strong growth among operators.

    "CPO has now reached a tipping point, representing greater than 50 percent of total ON spending for the second consecutive quarter in 3Q13, a trend we expect to accelerate in 2014. This is just the beginning of the next upgrade cycle. The data center is the new central office, and operators are refreshing network technology to address changing traffic patterns as the steady march to IP continues."

    Coriant is down and INFN is up as customers like Teliasonera want to have a superior product from INFN.

    Sentiment: Strong Buy

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