4 June 2010


Infinera grabs second position in global long-haul optical networking market

Infinera Corp of Sunnyvale, CA, USA, a vertically integrated manufacturer of digital optical network systems incorporating its own indium phosphide-based photonic integrated circuits (PICs), says that, for the first time ever, it ranked second in the global long-haul optical networking market, with a 15% share of long-haul DWDM revenue in Q1/2010, according to Dell’Oro Group data.

Infinera’s global revenue grew by 44% to $95.8m on a year-on-year basis. Over the same period, worldwide long-haul DWDM revenue rose by just 1.3% to $575.4m, according to Dell’Oro Group data. In recent months, the firm has won business from Tier 1 service providers like NTT of Japan, Deutsche Telekom, Telefonica International Wholesale Services, and OTEGLOBE, as well European carriers like COLT and Tiscali.

Furthermore, based on Dell’Oro Group data, Infinera took a record 39% share of the North American long-haul DWDM market in Q1/2010, to retain its number one rank. This was the firm’s highest share ever and more than double the share of the number two vendor. Infinera has ranked first in revenue in the North American long-haul market for the past three years. The firm’s revenue in North America was up 54% to $76m on a year-on-year basis. By contrast, the North America long-haul DWDM market was down 8% to $177.3m on a year-on-year basis.

Infinera customers in North America include coast-to-coast networks like Cox Communications, Global Crossing, Internet2, and XO Communications, as well as two large Internet content providers. In Q1/2010, Infinera added five new customers.

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