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This is Transmit, a summary of our latest research and important trends in the industry.
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Thursday - Pluggable Coherent
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Now Spanning the Entire Network
Coupled with new hardware that makes them easier to deploy in existing networks, operators can extend pluggables from metro to regional and selected long-haul applications.
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Join experts from Colt, Brightspeed, Lumentum, and Nokia to examine core pluggable coherent technology, deployment choices, tradeoffs, and what’s next on the 1.6T roadmap. Can't make it? Register and get the slides.
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3Q25 Transport Hardware Results
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- All three customer segments – Service Provider, Cloud & Colo, Enterprise & Government – grew together for the first time since 1Q23.
- Worldwide optical Cloud spending grew over 60% to nearly $1B – a new quarterly record, led by North American Hyperscalers.
- The worldwide routing market grew 10% with North America leading all regions with 35% growth. The IP-over-DWDM forecast was increased, with the 2029 market opportunity growing from $4.8B to $5.2B.
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Clients now have access to final Excel and .pdf files, complete 3Q25 vendor reports, and can register for a live presentation.
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Live Report Presentation
Wed. December 17th, 11 AM ET
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The number of venture-backed optical component startups has exploded - the Optical Component Start-Up Tracker identifies these companies and their value propositions.
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Updated with the latest companies and acquisitions. Did we miss something? Let us know.
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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.
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OCS Becomes a Foundational Technology for Datacenters
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March 15-19 - OFC - Los Angeles (Speaking)
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April 29-30 - OCP EMEA - Barcelona, Spain
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