Modern Market Research for Networking Communications

Cignal AI provides active and insightful market research for the networking component and equipment market as well as its end customers.

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Transport Hardware & Markets Report

Comprehensive vendor market share and forecasts for optical and routing hardware, spanning global regions, equipment types, customer verticals, and hardware applications.

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Active Insight

Stay informed with concise, real-time reports of company performance, product announcements, industry events, and in-depth explorations of critical technology and market developments.

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Optical Component Report

Exceptionally detailed shipment database for Datacom and Telecom optical modules and components as well as revenue based vendor performance and market analysis.

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Latest Active Insight

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4Q25 Vendor Reports and Key Takeaways

4Q25 Vendor Reports and Key Takeaways

Analysis and opinion on 4Q25 company results.
December 17, 2025
3Q25 Vendor Reports and Key Takeaways

3Q25 Vendor Reports and Key Takeaways

Analysis and opinion on 3Q25 company results.
December 11, 2025
The Optical Circuit Switching Market – 4Q25

The Optical Circuit Switching Market – 4Q25

In this update to our OCS report we cover more vendors and technologies, investigate additional…
December 4, 2025
Optical Component Startup Tracker

Optical Component Startup Tracker

The number of venture-backed optical component startups has exploded - the Optical Component Start-Up Tracker…
November 13, 2025
ECOC 2025 Show Report

ECOC 2025 Show Report

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite
October 8, 2025
Cisco Packet Optical Networking Conference 2025

Cisco Packet Optical Networking Conference 2025

Service providers share a positive outlook on routed optical networking but the role of Cisco…
September 26, 2025
Nokia Wavelengths 2025

Nokia Wavelengths 2025

The ex-Infinera presence was strong at Nokia's Wavelengths conference, as the company repositions to take…
September 17, 2025
CIOE25 Show Report

CIOE25 Show Report

Optimism ruled at CIOE this year, with vendors and operators eager to talk about the…
September 16, 2025
Coherent Lite: Technology, Applications and Forecast

Coherent Lite: Technology, Applications and Forecast

This report initiates our coverage of Coherent Lite.
September 3, 2025
Coherent 2Q25 Vendor Summary Report

Coherent 2Q25 Vendor Summary Report

Telecom and Datacom growth was slow this quarter, but the new 6” InP fab should…
August 28, 2025
Lumentum 2Q25 Vendor Summary Report

Lumentum 2Q25 Vendor Summary Report

Datacom is booming across the industry, and Lumentum is riding the wave with both optical…
August 20, 2025
Nokia 2Q25 Vendor Summary Report

Nokia 2Q25 Vendor Summary Report

Optical and routing sales are lifted by AI and a weakening dollar.
August 20, 2025

Featured Reports

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Optical Component Startup Tracker

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IP-over-DWDM Pluggable Revenue Forecast

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Pluggable Transponders

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The Optical Circuit Switching Market – 4Q25

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Press Releases

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Optical Component Revenue Reaches Nearly $25B in 2025

Optical Component Revenue Reaches Nearly $25B in 2025

Datacom component revenue growth to exceed 20% through 2029.
January 7, 2026
Optical Circuit Switching Market to Exceed $2.5B in 2029

Optical Circuit Switching Market to Exceed $2.5B in 2029

OCS Becoming a Foundational Technology for Datacenters
December 5, 2025
Optical Transport Market Rebounds in 2Q25 as Hyperscalers Ignite Recovery

Optical Transport Market Rebounds in 2Q25 as Hyperscalers Ignite Recovery

North America Up Over 40% as AI Long-Haul Builds Begin
August 18, 2025
800G Coherent Pluggable Shipments to Exceed $1B Revenue in 2026

800G Coherent Pluggable Shipments to Exceed $1B Revenue in 2026

Hyperscaler AI Architectures Drive Increased Demand for Long-Reach Coherent Pluggables
July 28, 2025
800GbE Optics Shipments to Grow 60% in 2025

800GbE Optics Shipments to Grow 60% in 2025

400/800ZRx Shipments Expected to Surpass 600k Units
May 7, 2025
Co-Packaged Optics: Inevitable but Not Imminent

Co-Packaged Optics: Inevitable but Not Imminent

Copper Replacement Remains the Killer Application
February 27, 2025
Optical Circuit Switching Market to Exceed $1B by 2028

Optical Circuit Switching Market to Exceed $1B by 2028

Compelling Usage in AI Applications Driving Widespread Adoption
January 15, 2025
Over 20 Million 400G & 800G Datacom Optical Module Shipments Expected for 2024

Over 20 Million 400G & 800G Datacom Optical Module Shipments Expected for 2024

AI Deployments Create Unprecedented Ramp in Datacom Optics
January 7, 2025
Metro WDM Market Faces Shift as Operators Move to Pluggable Coherent Optics

Metro WDM Market Faces Shift as Operators Move to Pluggable Coherent Optics

Hyperscale Operators Grow Hardware Spending 7%
December 19, 2024
Datacom Optical Component Revenue Doubles in 2Q24

Datacom Optical Component Revenue Doubles in 2Q24

Record pluggable coherent shipments are not enough to reverse Telecom revenue weakness
September 10, 2024
IP-over-DWDM Port Deployments to Top 700k in 2027

IP-over-DWDM Port Deployments to Top 700k in 2027

Cloud Operators Drive Adoption of Converged Architecture
August 6, 2024
Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

400 and 800GbE module shipments jump more than 25% QoQ
June 11, 2024