It’s all about the future for Lumentum, with a strong backlog and the incorporation of Cloud Light expected to drive increased revenues into 2024.
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.
Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.
The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.
Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app
800ZR, debate on Linear Pluggable Optics and IPoDWDM,, and progress in 200G/lane modules
Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.
Bandwidth growth and compact modular sales slow as Hyperscalers take their foot off the gas.
Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.
Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.
Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.
40% of Coherent Modules deployed in 2026 will displace traditional transponders.
Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract
Nokia’s optical business continues to grow but routing sales abruptly pull back.
Companies indicate hyperscale and service provider weakness will persist through the rest of the year.
AI demand at TSMC is insufficient to offset weakness across all its other businesses.