Acacia 1Q18 Conference Call

Acacia mentioned data from our Optical Applications report during its calendar first quarter conference call with investors on May 3, 2018. The company referenced our extensive work following the development of the coherent 400G ZR market.

We also believe that we will be well positioned in 2019 and beyond to further diversify our revenue base with our 400ZR module which is targeted at the edge DCI market. Analyst projections for this high growth segment show annual demand for 400ZR modules of more than 100,000 units by 2022. We believe these DCI opportunities support our prioritization of this market as a key strategic initiative.

The metro market is still in the early phase of 100G and 200G buildouts. Industry analyst Cignal AI forecasts a compound annual growth rate of 42% for metro network 100G port equivalents from 2017 to 2022.

Full transcript is available at Seeking Alpha.

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