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Nokia 3Q23 Vendor Summary Report

Optical and routing point to growing weakness in North American carrier Capex. https://cignal.ai/2023/10/nokia-3q23-vendor-summary-report/

GEN120+ Coherent Trials and Deployments

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments. https://cignal.ai/2023/11/gen120-coherent-trials-and-deployments/

Fujitsu 3Q23 Vendor Summary Report

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets? Read More

Lumentum Buys Cloud Light

On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum,...

Lumentum 3Q23 Vendor Summary Report

It’s all about the future for Lumentum, with a strong backlog and the incorporation of Cloud Light expected to drive increased revenues into 2024. Read More

Coherent 3Q23 Vendor Summary Report

Coherent’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged. Read More

3Q23 Optical Components Report

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for...

3Q23 Transport Hardware & Markets Report

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs. Read More