Weathering the storm

Dec. 8, 2023
The North American optical transport equipment market hit turbulence in the third quarter as revenues dropped 4 percent year-over-year due to what Dell’Oro Group says is excess inventory, macro-conditions, recession fears, and higher borrowing costs. Meanwhile, Vertical Systems Group says DIA will be the dominant Ethernet service, and Nokia and Orange conducted an 800G trial. Lightwave Editor-in-Chief Sean Buckley breaks it down in this week's Friday 5 video.