Calendar

Status: Estimated Description: Adtran is estimated for 1Q24.

Status: Estimated Description: Infinera is estimated for 1Q24. 4Q23 revenue was updated.

Status: Complete Description: Cisco is complete for the quarter.

Status: Complete Description: ZTE is complete for the quarter.

Status: Complete Description: Ericsson is complete for the quarter.

Status: Estimated Description: Padtec is estimated for the quarter.

Status: Estimated Description: Fiberhome is estimated for the quarter. 4Q23 data was updated.

Status: Complete Description: Alaxala is complete for the quarter.

Status: Complete Description: Mitsubishi is complete for the quarter.

Status: Complete Description: Adtran is complete for the quarter.

Status: Complete Description: Smartoptics is complete for the quarter

Status: Complete Description: Huawei is complete for the quarter.

Status: Complete Description: The forecast for Datacom revenue has been increased to mirror the growth in Datacom Market Size. The latest forecast is included in the Live Excel.

Status: Complete Description: Based on client feedback, the ASP for datacom modules and 400G 0dBm modules has been reduced starting in 2024. This affects only the Market Size portion of...

Status: Complete Description: Fujitsu Optical Components is complete for the quarter.

Status: Complete Description: Emcore is complete for the quarter.

Status: Complete Description: Coherent is complete for the quarter.

Status: Complete Description: Lumentum is complete for the quarter.

Status: Complete Description: Sumitomo Osaka Cement is complete for the quarter.

Status: Complete Description: IPG Photonics is complete for the quarter.

Status: Estimated Description: Ciena data is preliminary for 2Q24

Status: Complete Description: Infinera is complete for 1Q24. Data was updated for 3Q23 and 4Q23.

Status: Complete Description: Padtec is complete for 1Q24 and was updated for 4Q23.

Status: Estimated Description: Nokia is estimated for 2Q24.