The Optical Circuit Switching Market – 4Q25

In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.

Optical Component Startup Tracker

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

Pluggable Transponders

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

IP-over-DWDM Pluggable Revenue Forecast

A deeper look at the rates of adoption fueling a shift in hardware and component revenue