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This is Transmit, a monthly summary of our latest research and important trends in the industry.

Webinar: Terabit Coherent Optics


February 23rd, 2023 - 11 AM EST

The latest 1.2 Terabit 120+ GBaud coherent optics are arriving. Hear about this new technology’s cost and performance benefits from:
  • Glenn Wellbrock, Director of Optical Transport Planning - Verizon
  • Tom Williams, VP of Marketing - Acacia Communications
  • Serge Melle, Director, Optical Product Marketing - Nokia
  • Kyle Hollasch, Lead Analyst Transport Hardware - Cignal AI

OFC23 Previews


Free - Read about key OFC23 technology trends

High-Speed Datacenter Optics
High-Performance Coherent Optics

Active Insight

230130 earnings logos
4Q22 Weekly Earnings Key Takeaways
Microsoft keeps its foot on the capex gas; Intel exits Ethernet switching.
Smartoptics Vendor Summary Report
A small but rapidly growing company rides the wave of open networking, disaggregation, and IP-over-DWDM.

400GbE Module Shipments up 50%

3Q22 OPTCO Leaderboard v2


  • Datacom optical component revenue recovered from a two-quarters decline to post solid gains in Q3, led by 400GbE optical modules.
  • Innolight and Coherent (formerly II-VI) drove growth with their expanded shipments into hyperscale applications.
  • Lumentum remains the leading component supplier in the Telecom segment, in which overall revenue grew 6% YoY.

Upcoming Events

February 13-15, 2023 - NANOG (speaking) - Atlanta, Georgia
March 7-9, 2023 - OFC 2023 (speaking) - San Diego, California
April 25-26, 2023 - Nokia Wavelengths (speaking) - Vienna, Austria
May 31 - June 1 - NGON - Nice, France
June 28-30 - FOE - Tokyo, Japan