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
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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’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged. Read More
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...
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs. Read More
Worldwide DWDM deployed bandwidth declined YoY for the first time. Read More