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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

Nokia

Status: Complete Description: Nokia ASN numbers were updated for 3Q23.

Source 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.

Huawei

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

Cisco

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

Mitsubishi Electric

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

Alaxala

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

Juniper Networks

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

Nokia

Status: Complete Description: Nokia is complete for the quarter. ASN SLTE values are estimated.

Cisco

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