Latest

A Focus on Line Systems and Components

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

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

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.

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

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

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

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

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

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

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

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

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

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

The inevitable technology that hasn’t happened – yet.

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

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

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

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

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