Ciena Vectors 2025

A Focus on Line Systems and Components

Coherent 1Q25 Vendor Summary Report

Datacom is driving growth as telecom recovers, and the tariff impact is expected to be minimal.

Nokia 1Q25 Vendor Summary Report

Nokia closes the Infinera acquisition and sees significant YoY growth in both IP and Optical.

Lumentum 1Q25 Vendor Summary Report

Telecom components continue to recover, EMLs buoy Datacom revenues, and transceiver sales are poised to take off next quarter as Lumentum approaches its $500 million per quarter goal.

Tracking the Coherent DSP Supply Chain – 2025

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

OCP25 EMEA Summit Report

1MW racks, 200G LRO, and 100G LRO VCSELs

4Q24 Optical Component Report

Datacom revenue and port shipments stalled this quarter. Telecom revenue recovered from the doldrums based on 400G pluggables.

Ciena 1Q25 Vendor Summary Report

Ciena’s SP business is on the rebound, but where is the AI Cloud surge?

1Q25 ROADM Market Update

An in-depth update on the changing state of optical line system and ROADM deployments.

IP-over-DWDM Pluggable Revenue Forecast

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

4Q24 Transport Hardware & Markets Report

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Co-Packaged Optics: Market and Technology Update

The state of the CPO market and outlook for future progress.

Fujitsu 4Q24 Vendor Summary Report

Business ticks up in North America as weakness persists in Japan. OpenROADM 400G is shipping, but the Ultra Optical System is seeing delays.

Datacom Optics – The AI Winners

Two years into the AI boom, a look back at the vendors who benefited.

CPO is Turning the Corner

The inevitable technology that hasn’t happened – yet.

Coherent Optics: It’s a Pluggable World

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

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.

The Optical Circuit Switching Market – 1Q25

In this update to our OCS report we cover more vendors and technologies, investigate more applications, and introduce a forecasting model.

3Q24 Transport Hardware & Markets Report

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.

Infinera 3Q24 Vendor Summary Report

Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.