ZTE
Status: Complete Description: ZTE is complete for the quarter.
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Nokia
Status: Complete Description: Nokia is complete for the quarter.
Huawei
Status: Complete Description: Huawei is complete for the quarter.
Lumentum Buys Cloud Light
On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum,...
Cisco
Status: Complete Description: Cisco is complete.
SmartOptics
Status: Complete Description: Smartoptics is complete.
Ekinops
Status: Complete Description: Ekinops is complete.
Ribbon Communications
Status: Complete Description: Ribbon is complete.
Tejas Networks
Status: Complete Description: Tejas is complete.
HG Genuine
Status: Complete Description: HG Genuine is complete for the quarter.
NEC
Status: Complete Description: NEC (Components) is complete for the quarter.
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)