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

3Q25 Vendor Reporting

We've stepped up vendor reports this quarter, quickly publishing both detailed analysis or quick takes on what's important ASAP. Keep watching this page for real time updates and make sure your profile is set for notifications.

Pluggable Transponders

Pluggable transceivers are transforming optical transport and steadily replacing embedded optics. Hyperscalers created this trend with IP-over-DWDM using 400ZRx pluggables, leading to high volumes, low cost, and near performance parity with non-pluggable solutions. Pluggable transponders extend these benefits to traditional optical transport hardware and Service Provider operational practices.

More Active Insight

ECOC 2025 Show Report

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite

Cisco Packet Optical Networking Conference 2025

Service providers shared a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.

See the Archive

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Event Calendar

November 17-21 - Client Visits - Japan
December 8-10 - Client Visits - Silicon Valley