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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.

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

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

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.

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

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.