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This is Transmit, a summary of our latest research and important trends in the industry.
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We will be at ECOC in Copenhagen next week! Our schedule is almost full but contact us if you'd like to schedule a meeting. Don't miss Scott Wilkinson kicking off the entire Market Focus Session! Come by to watch and get instructions on how to download the slides.
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Optics in the Age of AI: Where do we go from here?
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Scott Wilkinson, Cignal AI
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Monday Morning - 10:00 AM
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Connecting the Middle Mile
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Middle Mile Optical Networks: Architecture, Operations, and Deployments
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This Thursday, September 25th, 2025
11 AM - 12 PM ET
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Can't make it? Sign up and you'll be notified when the slides & replay are available.
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Optical Components Report
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Wednesday, Sept. 24th, 2025
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There has been a massive set of enhancements to the 2Q25 Optical Components report which just shipped last week. Catch up on the detailed breakout of these changes with these most recent Active Insight reports:
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Initiating our forecast for Coherent inside and around the datacenter.
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Breaking out SR, DR, FR, and LR forecasts
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Capturing the massive order surge
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Transport Hardware Market
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North America Up Over 40% as AI Long-Haul Builds Begin
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Optimism ruled at CIOE this year, with vendors and operators eager to talk about the latest datacom speeds, emerging optical technologies, and the unique ways that China builds and consumes optics.
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The ex-Infinera presence was strong at Nokia’s Wavelengths conference, as the company repositions to take advantage of the AI wave.
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Sep 29 - Oct 1 - ECOC - Copenhagen, Denmark
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Oct 2-3 - Client Visits - Munich, Germany
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October 13-16 - OCP Global Summit - San Jose, CA
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November 17-21 - Client Visits - Japan
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December 8-10 - Client Visits - Silicon Valley
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