Lumentum 2Q25 Vendor Summary Report

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

Nokia 2Q25 Vendor Summary Report

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

2Q25 Preliminary Transport Hardware & Markets Report

The worldwide optical transport market accelerated in 2Q as cloud and colo spending rocketed 50% worldwide.

1.6TbE Datacom Module Forecast Updates

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

800ZR/ZR+ Forecast Update – 2Q25

AI Deployment Demand from Meta Exceeds Earlier Expectations

Ciena 2Q25 Vendor Summary Report

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

1Q25 Optical Component Report

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

1Q25 Transport Hardware & Markets Report

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

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.

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

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

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.