Week of August 21st
- Fabrinet catches the AI revenue wave
- Marvell talks about AI opportunities
- Credo keeps growing revenues outside of Microsoft
Week of August 14th
- Coherent has a hard revenue reset and ramps 800G, no Telecom recovery until 2024.
- Lumentum continues the reset from 1Q23 but also expects a Telecom reversal in 2024, Datacom sooner
- Cisco sees service provider weakness and discusses the AI opportunity
Week of August 7th
- Infinera lowers guidance for the year by $100M but thinks inventory correction is over in Q4
- Adtran optical equipment falls sharply short of expectations because of excess inventory and macroeconomic pressures
- Viavi believes the cycle is turning positive
Week of July 31st
- Arista Networks posts great results but acknowledges weakness from a large hyperscale operator
- MACOM indicates Telecom is weak but 400G (100G per lane) Datacom and Linear Drive opportunities are accelerating
- CommScope discloses continued weakness in Telecom fiber connectivity demand
- Applied Optoelectronics confirms $300M Microsoft AOC contract
Week of July 24th
- Intel does not see a recovery in datacenter markets
- Corning also does not see recovery, but thinks AI needs twice the connectivity in the datacenter
- Juniper cuts annual guidance as order pushouts from cloud operators persist
- Ribbon posts another great quarter with success in APAC
Week of July 17th
- TSMC indicates AI strength is insufficient to offset weakness everywhere else
- Nokia sees macroeconomic headwinds except in optical transport
- Calix notches another quarter of growth and says the supply chain has fully healed
- Ericsson agrees with Nokia’s negative service provider outlook but sees recovery at year’s end
Results for companies tracked in market share reports are available for download in our real-time Excel files (Hardware) (Components). Keep track of updates with our release notes.
Clients log in to access full report