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