According to Dell’Oro Group data, Infinera took a record 39% share in Q1 2010 in the North American long-haul DWDM market, its 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.
Infinera’s revenue in North America was up 54% to $76.0 million on a year-on-year basis, according to Infinera earnings reports. By contrast, the North America long-haul DWDM market was down 8% to $177.3 million on a year-on-year basis, according to Dell’Oro Group data. Infinera believes that its growth in this period was due to the gain in new customers as well as the successful performance of Infinera customers in the telecom marketplace. Infinera customers in North America include major coast-to-coast networks like Cox Communications, Global Crossing, Internet2, and XO Communications, as well as two large Internet content providers. In Q1, Infinera added five new customers to its roster.
The company also noted that according to Dell’Oro Group data, Infinera ranked second in the worldwide long-haul optical networking market in Q1, with a 15% share of long-haul DWDM revenue. Infinera global revenue grew by 44% to $95.8 million on a year-on-year basis, as reported in Infinera earnings reports. Over the same period, worldwide long-haul DWDM revenue rose by just 1.3% to $575.4 million, according to Dell’Oro Group data. In recent months, Infinera has broadened its geographical reach, winning leading Tier 1 service providers like NTT of Japan, Deutsche Telekom, Telefonica International Wholesale Services, and OTEGLOBE, as well as fast-growing European carriers like COLT and Tiscali.
