Earnings reports issued from Chinese optical components companies are usually delayed in the fourth quarter as the companies prepare their year-end statements. This year, the Chinese companies (a main component of the Datacom segment) will not report in time for Cignal AI’s complete 4Q24 Optical Components Report to be published before OFC.
Therefore, Cignal AI is issuing an interim report to present the numbers as they currently stand as well as our estimates for the quarter. A complete report with updated revenue and module shipments will be provided once all companies have reported earnings, estimated to be by April end.
- The 4Q24 preliminary Excel is available now and will be continuously updated as earnings come in.
- Company results that are estimated at this time include: Accelink, Broadex, Eoptolink, Hisense Broadband, Innolight, OE Solutions, O-Net, Sumitomo, and Source Photonics.
- These companies typically represent only about 20% of Telecom revenue, but account for more than 50% of Datacom revenue. Therefore, the Telecom 4Q24 revenue data should change very little between the interim report and the final report, while the Datacom revenue numbers may change significantly.
- The companies that have not yet reported represent around 60% of the Datacom ports shipped in a quarter. Therefore, the Datacom port shipment numbers are based heavily on estimates and are preliminary. These companies represent a negligible portion of Telecom ports and therefore telecom port shipment data should be considered accurate at this time.
Interim Revenue Results
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