OE Solutions
OE Solutions
Status: Complete Description: OE Solutions is complete for 4Q23. The Live Excel has been updated.
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View our schedule
Status: Complete Description: OE Solutions is complete for 4Q23. The Live Excel has been updated.
Status: Complete Description: PacketLight is now listed separately (no longer in "other"). Data is complete for 1Q24. Historical data was updated through 2021.
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Status: Complete Description: Source Photonics is complete for the quarter (Q4)
Status: Complete Description: Source Photonics is complete for the quarter (Q3).
Status: Complete Description: Fujitsu Optical Components is complete for the quarter.
Status: Complete Description: Nokia (terrestrial) is complete for the quarter. Nokia ASN is estimated.
Status: Complete Description: Ciena is complete for the quarter
Status: Complete Description: NEC is complete for the quarter.
Status: Estimated Description: Ekinops is estimated for the quarter.
Status: Complete Description: Fujitsu is complete for the quarter.
Status: Estimated Description: Coherent revenue is estimated for 4Q23 based on publicly available results.
Status: Estimated Description: Preliminary Lumentum results are estimated based on currently available public information.
Status: Complete Description: Tejas is complete for the quarter.
Status: Complete Description: Huawei is complete for the quarter.
Status: Complete Description: Cisco is complete for the quarter.
Status: Complete Description: Mitsubishi is complete for the quarter.
Status: Complete Description: Alaxala is complete for the quarter.
Status: Complete Description: Juniper is complete for the quarter.
Status: Complete Description: Nokia is complete for the quarter. ASN SLTE values are estimated.
Status: Complete Description: Ribbon is complete for the quarter.
Status: Complete Description: Cisco is complete for the quarter.
Status: Complete Description: Ericsson is complete for the quarter.
Status: Estimated Description: Adtran is estimated for the quarter.
Status: Estimated Description: Infinera is estimated for the quarter.
Status: Estimated Description: Fiberhome is preliminarily estimated for the quarter. Historical data for 4Q22 was updated.
Status: Complete Description: IPG Photonics components revenue is complete for the quarter.
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Optical and routing point to growing weakness in North American carrier Capex. https://cignal.ai/2023/10/nokia-3q23-vendor-summary-report/
Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments. https://cignal.ai/2023/11/gen120-coherent-trials-and-deployments/
Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets? Read More
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,...
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
Coherent’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged. Read More
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
View our schedule
View our schedule