Ciena, Infinera, Lumentum: William Blair Offers Tidbits from OFC Conference. Competitors Infinera (NASDAQ:INFN) Vs. CSCO, QCOM, PANW, MSI, FFIV, and CIEN. In the meantime, please do contact our team regarding any parts you may be interested in by clicking on your chosen manufacturer below to submit an RFQ. Ciena is benefiting from its larger scale and growth in key international markets such as India, where it's a leader, and Japan, which has opened its … Two possible take-out targets, Ciena and Infinera () are trading down fractionally in pre-market trading, while a third, Juniper Networks is up 13 cents at $24.12. Here's news from four vendors plus a carrier: Ciena has been selected by Sydney Trains for a network upgrade. Infinera software platforms enable intelligent automation that decreases OpEx and optimizes network assets while enabling an evolution to self-organizing, self-optimizing networks, delivering on Infinera’s vision for cognitive networking. Sydney Trains does what it sounds like, … In Q1, Ciena, Cisco and Infinera were the top three vendors in the data center interconnect market, according to a report by Dell'Oro Group. Leave a Comment. While Infinera sells off, Ciena (CIEN +3.4%), which derives a large % of its sales from packet-optical systems that integrate Ethernet switching and optical transport functions, is rallying. Cisco, Ciena and Infinera have carved out a sizable niche in the disaggregated WDM systems market for data center interconnect applications, commanding a combined 85% share. Infinera has a long history of challenging conventional thinking, bending the laws of science, and continually reimagining telecommunication networks. re: Ciena CEO: Watching Infinera I'm pretty sure that "Why" is not a competitor of Infinera's, and I really doubt that he would ever want to work there either. Should you be buying INFN stock or one of its competitors? We’re enabling our customers to usher in new services and applications that improve how people communicate with our innovative vertically integrated, open, modular solutions. Go to Infinera.com ©2020 Infinera Corporation. Ciena is benefiting from its larger scale and growth in key international markets such as India, where it's a leader, and Japan, which has opened its … Recent announcements highlight the continued push for 40- and 100-Gbit/s transport. While Level 3 seemed satisfied with Ciena, Infinera Push 100-GigE. Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. Leave a Comment A few more news items worth noting before heading home for the weekend: Among the public companies we cover, Infinera and Ciena are our favorite stocks. Infinera said it believes the metro core and metro access markets combined were $5.5bn in 2014 vs. Dell’Oro’s estimate of ... we see limited implications for Ciena from this deal. Meanwhile, Ciena is killing it. Global Optical Transport Network Equipment Market 2017-2021 with Ciena, Cisco, Coriant, Fujitsu, Huawei Technologies, Infinera, Nokia & ZTE Dominating Related: Fed Moves Markets With First Rate Hike Of 2017: On Path To 'Beautiful Normalization' Unlike Ciena and Juniper, which earlier this week announced the same speed over a live Verizon network, Infinera and Corning are being vague about the precise circumstances. Shares of Infinera closed Wednesday’s trading at $10.35, Lumentum closed at $45.65 and Ciena at $23.74. November 30, 2006. Infinera and Corning have joined the race to boost fibre capacity, claiming a data speed of 800Gbps over an 800km fibre. March always brings lots of interesting optical and packet technology news, and this year is no different. We are currently collating our detailed product information from key manufacturers like ciena, infinera and alcatel-lucent. Should CenturyLink opt for Ciena or another vendor, it would be really bad news for Infinera. Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping almost 10%. Leave a Comment. One analyst thinks Ciena may be stealing away one of Infinera’s biggest customers. A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. Last quarter, Infinera's non-GAAP revenue surged 40% annually to … Infinera (NASDAQ:INFN) and Ciena were both market laggards this year, with the former staying nearly flat and the latter dropping almost 10%.Both optical transport solution providers were cited as turnaround plays on the "super cycle" in fiber upgrades -- fueled by the surging use of cloud services, streaming media, and other data-intensive tasks -- yet they failed to impress investors. Infinera (NASDAQ:INFN) and Ciena were both market laggards this year, with the former staying nearly flat and the latter dropping almost 10%.Both optical transport solution providers were cited as turnaround plays on the "super cycle" in fiber upgrades -- fueled by the surging use of cloud services, streaming media, and other data-intensive tasks -- yet they failed to impress investors. Ciena offers a much broader portfolio of optical products and services than Infinera. Infinera Corporation is a Sunnyvale, California-based vertically integrated manufacturer of Wavelength division multiplexing (WDM)-based packet optical transmission equipment and IP transport technologies for the telecommunications service provider market. Meanwhile, Ciena is killing it. At risk of losing U.S. partnerships, Level 3 Communications may soon strike a multimillion-dollar, three-year optical networking deal with Infinera or Ciena . Experience Infinera. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Infinera Announces ICE6, the Next-generation Infinite Capacity Engine Featuring 800G Waves February 19, 2019. Here's a quick rundown of some interesting nextgen demos in the past few days that are definitely worth keeping an eye on: At risk of losing U.S. partnerships, Level 3 Communications may soon strike a multimillion-dollar, three-year optical networking deal with Infinera or Ciena . Notter also points out that both Infinera and Ciena still have growing customer lists of stand-alone DCI customers. Ciena and Infinera make system-level optical products. However, Infinera, which Infonetics said was the fastest growing optical company in the West (North America and EMEA combined), grew revenue 23 percent over 2013, followed by Ciena at 12 percent. Learn More . Ciena also generated 73% of its revenue from the Americas last quarter, compared to Infinera's 58%. It is a pioneer in design and manufacture of large-scale photonic integrated circuits (PICs). Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. Both optical transport solution providers Infinera Launches The Infinite Network, a Disruptive Architecture to Simplify Network Scalability and Automation February 19, 2019 . Companies in the sub-industry of "communications equipment" are considered alternatives and competitors to Infinera, including Cisco Systems (CSCO), QUALCOMM (QCOM), Palo Alto Networks (PANW), Motorola Solutions (MSI), F5 Networks (FFIV), and Ciena … Profit vs. estimates of a 5-cent loss to a 2-cent profit vs. estimates of a 5-cent loss to 2-cent.: Ciena has been selected by Sydney Trains for a network upgrade deal with Infinera or Ciena Ciena! 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