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Supply chains loosen up and revenue ramps, some service providers express hesitation.

Inputs, Assumptions, and Feedback

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Revenue tumbled across the board as customers adjust inventory.

Big weakness at the largest vendors of Telecom components

Nokia’s optical and routing businesses post record quarters.

Arista gets cautious and MACOM sees optical module demand plunge

Service provider spending remains solid while cloud operators look shaky.

Good wireline results from Nokia and Calix but Mobile capex is tepid

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

How unique is WaveRouter, and does it live up to its lofty expectations?

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

Ciena’s revenue resumed growth as supply chain problems eased and it began shipping against massive backlog.

Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve

North American Cloud operators were the growth engine for optical and packet transport sales.

Key technology takeaways from OFC 2023.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Broadcom and Marvell provide radically different revenue outlooks

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

Nvidia and Infinera provide more positive sentiment for cloud spending