Here's a quick rundown of some interesting nextgen demos in the past few days that are definitely worth keeping an eye on: 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. Go to Infinera.com ©2020 Infinera Corporation. Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. It is a pioneer in design and manufacture of large-scale photonic integrated circuits (PICs). Learn More . Should CenturyLink opt for Ciena or another vendor, it would be really bad news for Infinera. 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 … Competitors Infinera (NASDAQ:INFN) Vs. CSCO, QCOM, PANW, MSI, FFIV, and CIEN. Shares of Infinera closed Wednesday’s trading at $10.35, Lumentum closed at $45.65 and Ciena at $23.74. 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. 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 has a long history of challenging conventional thinking, bending the laws of science, and continually reimagining telecommunication networks. 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. Meanwhile, Ciena is killing it. 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. Both optical transport solution providers 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. 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. 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%. Infinera and Corning have joined the race to boost fibre capacity, claiming a data speed of 800Gbps over an 800km fibre. Leave a Comment. 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. Global Optical Transport Network Equipment Market 2017-2021 with Ciena, Cisco, Coriant, Fujitsu, Huawei Technologies, Infinera, Nokia & ZTE Dominating Experience Infinera. Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. Here's news from four vendors plus a carrier: Ciena has been selected by Sydney Trains for a network upgrade. Infinera Launches The Infinite Network, a Disruptive Architecture to Simplify Network Scalability and Automation February 19, 2019 . Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. 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 … Ciena and Infinera make system-level optical products. Should you be buying INFN stock or one of its competitors? 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 Announces ICE6, the Next-generation Infinite Capacity Engine Featuring 800G Waves February 19, 2019. Ciena offers a much broader portfolio of optical products and services than Infinera. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Last quarter, Infinera's non-GAAP revenue surged 40% annually to … 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 . While Level 3 seemed satisfied with 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 … 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. Ciena also generated 73% of its revenue from the Americas last quarter, compared to Infinera's 58%. Sydney Trains does what it sounds like, … 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. 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. We are currently collating our detailed product information from key manufacturers like ciena, infinera and alcatel-lucent. A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. Ciena, Infinera, Lumentum: William Blair Offers Tidbits from OFC Conference. Leave a Comment. 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. Related: Fed Moves Markets With First Rate Hike Of 2017: On Path To 'Beautiful Normalization' One analyst thinks Ciena may be stealing away one of Infinera’s biggest customers. Meanwhile, Ciena is killing it. Recent announcements highlight the continued push for 40- and 100-Gbit/s transport. 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. Ciena, Infinera Push 100-GigE. 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. November 30, 2006. Notter also points out that both Infinera and Ciena still have growing customer lists of stand-alone DCI customers. March always brings lots of interesting optical and packet technology news, and this year is no different. 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