LightCounting published a Research Note summarizing reported Q1 results for ICPs, CSPs, equipment and component vendors in the optical networking ecosystem.
Early reports reveal a strong start for capex and vendor sales in Q1, while supply challenges persist
Financial reports for Q1 2022 have started to come in, and overall it looks like a strong start for the optical communications industry. The war in Europe, COVID-19, supply chain, regulation, and inflation remain concerns, and the results of some companies were impacted in the first quarter.
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