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4 events,

Nokia

Ciena

NEC

Ekinops

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1 event,

Fujitsu

1 event,

Coherent

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1 event,

Lumentum

2 events,

Huawei

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Cisco

Alaxala

Nokia

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NEC

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Today

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.

OE Solutions

Status: Complete Description: OE Solutions is compete for the quarter.

Fujitsu Components

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

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.

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Today

Nokia 3Q23 Vendor Summary Report

Optical and routing point to growing weakness in North American carrier Capex. https://cignal.ai/2023/10/nokia-3q23-vendor-summary-report/

GEN120+ Coherent Trials and Deployments

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 3Q23 Vendor Summary Report

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

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,...

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

Coherent 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

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