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This is Transmit, a summary of our latest research and important trends in the industry.
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Catch up on last quarter's results with our reports published in December. Clients can download presentations, report pdf's, updated Excel datasets, and catch a replay of the live presentations.
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Optical spending by Cloud & Colo operators grew 7% worldwide while spending by Service Providers declined -17%.
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Datacom revenue more than doubled as AI demand for 400GbE and 800GbE modules continues unabated. Telecom revenue emerged from the depths of its recent decline.
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Tracking Optical Component Startups
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The number of venture-backed optical component startups has exploded. Cignal AI's new Optical Component Startup Tracker identifies these nascent companies and what they offer.
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You don't need to be a Cignal AI client to view the Startup Tracker. Since many of the companies listed are in stealth mode, the Startup Tracker relies on the limited information that is available and reader feedback is valuable and appreciated. Entries will be updated regularly as new information is obtained.
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Cignal AI is one of many sponsors for this year's OFC party in San Francisco. It's not too late to get involved if your company would like to be a sponsor as well.
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Coherent Pluggables Pressure Metro WDM
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The WDM hardware market is experiencing a structural shift, with spending moving away from traditional systems and toward the deployment of pluggable coherent modules. Global optical hardware spending declined by 17% YoY in Q3 2024 due to weaker spending from service providers that continue to draw down excess inventory.
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Insatiable AI demand propels Coherent’s revenue growth in Datacom while new optimism emerges for Telecom.
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Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.
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Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer.
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Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics shipments show success.
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Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.
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January 13, 2024 - Raymond James Investor Day - Virtual (Speaking)
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January 28, 2024 - Ribbon Sales Event - Ft. Lauderdale, FL (Speaking)
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April 1-3, 2024 - OFC - San Francisco, CA
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