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This report initiates our coverage of Coherent Lite.

The market recovery accelerated in 2Q with Cloud & Colo spending rocketing 50%.

Telecom and Datacom growth was slow this quarter, but the new 6” InP fab should drive revenue starting next quarter.

Datacom is booming across the industry, and Lumentum is riding the wave with both optical modules and components.

Optical and routing sales are lifted by AI and a weakening dollar.

The 2Q25 Optical Components Report will include a breakout of 1.6TbE optics into SR, DR, FR, and LR for the first time.

AI Deployment Demand from Meta Exceeds Earlier Expectations

Ciena hit record revenue with Cloud customers, while Service Provider sales slowly recovered.

Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.

A Focus on Line Systems and Components

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

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

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

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.