Huawei, Ciena, and Alcatel-Lucent lead Q3 WDM market

Huawei, Ciena (Nasdaq: CIEN) and Alcatel-Lucent (NYSE: ALU) benefited from a 4 percent year-over-year rise in WDM equipment spending during the third quarter, reports Infonetics Research in its quarterly optical network hardware report.

While Ciena won't release earnings until Dec. 12, Alcatel-Lucent reported in Q3 2013 that its WDM portfolio revenues grew 10 percent due to deployments by carriers in the Americas and Asia Pacific.

However compelling the rise in WDM spending was during the quarter was, Andrew Schmitt, principal analyst for optical at Infonetics said it came at a time when "overall optical spending is down on a quarter-over-quarter and year-over-over basis."

Schmitt added that he expects "Tier 1 carriers to dial back spending."

On a global perspective, the overall optical hardware market declined 7 percent sequentially and 1 percent year-over-year.

In EMEA (Europe, the Middle East, and Africa) WDM spending declined on a year-over-year and sequential basis, nearing the record low set in 1Q13.

One shining star was North America, where optical spending rose 13.4 percent year-over-year, following an 11.1 percent year-over-year increase in Q2 due to aggressive 100G optical rollouts by Tier 1 service providers such as Sprint (NYSE: S) and Verizon (NYSE: VZ).

For more:
- see the release

Related articles:
Optical growth in 2013 driven by 100G, says Infonetics
Alcatel-Lucent's Q3 IP revenues jump 7 percent to $789.2M


Like this story? Subscribe to FierceTelecom!

The Telecom industry is an ever-changing world where big ideas come along daily. Our subscribers rely on FierceTelecom as their must-read source for the latest news, analysis and data on the intersection of telecom and media. Sign up today to get telecom news and updates delivered to your inbox and read on the go.

Suggested Articles

The battle for SD-WAN supremacy remains fierce among vendors with VMware, Cisco and Fortinet holding down the top-three spots in Q3 market share.

Broadband remains a key asset as the coronavirus surges across the globe, which has led to a speedier transition to 1-Gig services.

Lumen CTO Andrew Dugan believes enterprise CIOs are turning to edge compute because it provides better performance for their applications.