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

See You at OFC!

Key topics to Watch

  • The Impact of AI Inside and Outside the Datacenter
  • 800ZR & 100ZR
  • Linear Pluggable Optics (LPO)
  • High-Speed Coherent
  • IP-over-DWDM

Cignal AI at OFC 2024

  • Andrew Schmitt – “State of the Industry” – Tuesday 10:45 – 12:15 – Theater 1
  • Scott Wilkinson – “Inside the Data Center – AI/ML” – Tuesday 12:30 – 14:00 – Theater 1
  • Andrew Schmitt, Scott Wilkinson, Kyle Hollasch – Raymond James Investor Dinner – Tuesday Evening

4Q23 Transport Hardware Report

Live Report Presentation

Download Slides & Watch Replay

Active Insight

Coherent in the Datacenter

Do coherent optics offer a compelling use case inside the datacenter?

Coherent Port Pricing Trends

Looking at pricing trends for the past 12-months
...and from the archive

The Linear Drive Opportunity

The promise of power reduction but challenges will limit deployment
We published 60+ Active Insight reports for clients in 2023!

Oktoberfest 2024

Post-ECOC

Thursday Evening

September 26th

Table reservations are secured for those who would like to join us in Munich - It's an easy trip from Frankfurt.

Contact Andrew now to hold your place.

Upcoming Events

March 26-28, 2024 - OFC 2024 (speaking) - San Diego, California
April 17-19, 2024 - Huawei Analyst Summit - Shenzhen, China
April 22-24, 2024 - Nokia Wavelengths (speaking) - Athens, Greece
September 11-13, 2024 - CIOE - Shenzhen, China
September 23-25, 2024 - ECOC - Frankfurt, Germany
September 26, 2024 - Cignal AI Oktoberfest - Munich, Germany