NEC
Status: Complete Description: NEC (Components) is complete for the quarter.
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Furukawa Electric
Status: Complete Description: Furukawa is complete for the quarter.
Mitsubishi Electric
Status: Complete Description: Mitsubishi Electric (components) is complete for the quarter.
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
OE Solutions
Status: Complete Description: OE Solutions is compete for the quarter.
Fujitsu Components
Status: Complete Description: FOC is complete for the quarter.
Marvell Analyst Day
Santa Clara, CA Santa Clara, CA, United StatesCoherent 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
3Q23 Transport Applications Report
Worldwide DWDM deployed bandwidth declined YoY for the first time. Read More
Nokia
Status: Complete Description: Nokia ASN numbers were updated for 3Q23.
OIF Quarterly Meeting (speaking)
Jacksonville, FL Jacksonville, FL, United StatesSource Photonics
Status: Complete Description: Source Photonics is complete for the quarter (Q4)
Source Photonics
Status: Complete Description: Source Photonics is complete for the quarter (Q3).
Fujitsu Components
Status: Complete Description: Fujitsu Optical Components is complete for the quarter.
Nokia
Status: Complete Description: Nokia (terrestrial) is complete for the quarter. Nokia ASN is estimated.
Ciena
Status: Complete Description: Ciena is complete for the quarter
NEC
Status: Complete Description: NEC is complete for the quarter.
Ekinops
Status: Estimated Description: Ekinops is estimated for the quarter.
Fujitsu
Status: Complete Description: Fujitsu is complete for the quarter.
Coherent
Status: Estimated Description: Coherent revenue is estimated for 4Q23 based on publicly available results.
Lumentum
Status: Estimated Description: Preliminary Lumentum results are estimated based on currently available public information.
Tejas Networks
Status: Complete Description: Tejas is complete for the quarter.