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Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25

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Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues Incline Village, NV. May 20, 2025 —  In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues. The top five vendors in 1Q’25 included… Read More »Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25

Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes

On June 27, Nokia announced plans to acquire Optical Transport rival Infinera. The indicative bid was for $2.3B, representing a 37% premium to a six-month volume-weighted price. Additionally, Nokia plans to spin off its Submarine Networks business (which even today uses the historically French-domiciled Alcatel in its name) to a… Read More »Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes

Telecom Disruption in Optical and RAN Showing Growing Importance

Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance

Cisco Live Event Features Observability, Network-as-a-Service, SASE

Cisco’s customer event, Cisco Live (virtual), is underway, and the company made many announcements.  We are emphasizing what we think are the most relevant, which include Observability capabilities, Network as a Service (NaaS), and SASE.  Here is a rundown of what we learned about today. Core portfolio (includes Campus Ethernet… Read More »Cisco Live Event Features Observability, Network-as-a-Service, SASE