OE Solutions
OE Solutions
Status: Complete Description: OE Solutions is complete for 4Q23. The Live Excel has been updated.
Calendar
View our schedule
Loading view.
Calendar
View our schedule
Calendar of Events
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
S Sun
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
Loading view.
Calendar
View our schedule
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.
Ribbon Communications
Status: Complete Description: Ribbon is complete for the quarter.
Cisco
Status: Complete Description: Cisco is complete for the quarter.
Ericsson
Status: Complete Description: Ericsson is complete for the quarter.
Adtran
Status: Estimated Description: Adtran is estimated for the quarter.
Infinera
Status: Estimated Description: Infinera is estimated for the quarter.
Fiberhome
Status: Estimated Description: Fiberhome is preliminarily estimated for the quarter. Historical data for 4Q22 was updated.
IPG Photonics
Status: Complete Description: IPG Photonics components revenue is complete for the quarter.
Loading view.
Calendar
View our schedule
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
3Q23 Transport Applications Report
Worldwide DWDM deployed bandwidth declined YoY for the first time. Read More
Loading view.
Calendar
View our schedule
Loading view.
Calendar
View our schedule