Clients login to access Purchase Report Nokia exhibits broad revenue growthMarvell bets big on CPO with Celestial AICisco optical revenue rises on sales of coherent modules to AmazonRecovery continues for 1Finity and JapanApplied Optoelectronics is building capacity for the long 400/800G tailMACOM – 200G/lane ramp underway but LPO traction still slowCoherent – Steady growth for the #2 telecom and datacom optical components vendorAdtran optical hardware jumps 52%, cites BEAD and Huawei opportunitiesLumentum blows past $500M a quarter on its way to over $600MFabrinet – The canary is still singingGoogle | Meta | Microsoft | Amazon capex going to the moonSmartoptics hits record revenue and sees Neoscaler opportunityInnolight retains leadership in datacom revenue due to strong 800G demandEoptolink reports QoQ decline following a meteoric riseCorning and the CPO opportunityMaxlinear keeps trying to break into datacom opticsEoptolink reports QoQ decline following meteoric riseNokia – Ex-Infinera sales lift cloud to nearly a third of optical revenueRibbon’s optical sales return to growth, led by Europe and APACAmphenol says datacenter inventory and orders are sustainableEkinops sales fall and CEO departsTSMC’s conviction in AI megatrend strengthensCiena splits Meta’s 800ZR business, but is sole source for line systems Clients log in to access full report
