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Welcome to Transmit, a summary of our latest research and the important trends in the industry.
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Using 400ZR+ To Deploy IP over DWDM
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Thursday - February 24th, 11 AM ET
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Pluggable 400ZR+ coherent deployments are underway. Learn how this powerful technology is changing markets and transforming network architecture from some of the companies making it happen.
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- Bart Janssens – Senior Specialist Packet Network Architecture – Colt Technology
- Gert Sarlet – Director, Product Management – II-VI
- Samuel Liu – Sr. Director Product Line Management – Marvell
- Andy Bechtolsheim – Founder, Chief Development Officer and Chairman – Arista Networks
- Scott Wilkinson – Lead Analyst Optical Components – Cignal AI
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After 2 years of virtual meetings, people are eager to resume in-person events. Most companies are returning to OFC, and Cignal AI analysts are excited to attend.
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Contact Andrew, Scott, and Kyle now to speak with us at OFC as our calendar is filling fast! Don't forget to catch us live at these events:
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Optical Components Report
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Cignal AI's Optical Components report is set for a greatly expanded release with its 4Q21 edition. As you can see in the chart above, 4Q21 results are already appearing as we work to bring our unique real-time reporting to this market segment.
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We're offering free access to these reports to all companies that provide the invaluable assistance of data and guidance. If you're an existing client and would like access to the report, just reply to this email.
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As discussed in last quarter's 3Q21 Optical Component presentation, we are adding detailed shipments and forecasts of 400G Datacom optics as well as a breakdown of Telecom transceiver shipments. This is in addition to the macro-level revenue and market share data sets released last quarter.
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II-VI 4Q21 Vendor Summary Report
Optical component revenue was down slightly for the quarter, but strong Datacom results and indicators of future growth are grounds for optimism.
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Ciena has a record revenue quarter - and record backlog as supply chain challenges continue.
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Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.
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March 7-10, 2022 - OFC - San Diego, CA
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September 18-22, 2022 - ECOC - Basel, Switzerland
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