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Datacom revenue passed $5B with 800GbE module growth. Telecom revenue reached a 4-year peak with pluggable coherent modules and components.

Analysis and opinion on 4Q25 company results.

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

Analysis and opinion on 3Q25 company results.

In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.

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

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite

Service providers share a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.

The ex-Infinera presence was strong at Nokia’s Wavelengths conference, as the company repositions to take advantage of the AI wave.

Optimism ruled at CIOE this year, with vendors and operators eager to talk about the latest datacom speeds, emerging optical technologies, and the unique ways that China builds and consumes optics.

This report initiates our coverage of Coherent Lite.

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

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.