1Q24 Preliminary Transport Hardware & Markets Report

Ex-China, revenue drops as service provider spending continues to stall.

Coherent 1Q24 Vendor Summary Report

800G accelerates Datacom revenue growth while lead times shorten.

Lumentum 1Q24 Vendor Summary Report

Datacom is the only highlight this quarter, but it’s a very bright one. The wait for a Telecom turnaround will be a bit longer.

Nokia 1Q24 Vendor Summary Report

Nokia’s optical sales fell -40% YoY as Service Providers tapped the spending brakes worldwide.

Ciena 1Q24 Vendor Summary Report

Ciena leverages relationships with hyperscalers to push into Europe.

Compact Modular Hardware

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

4Q23 Optical Component Report

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.

Datacom Optical Industry Tracker

This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.

OFC 2024 – What We Learned

This is a summary of how OFC 2024 and the conversations we had there shaped our thoughts.

OFC 2024 Marketwatch Presentations

Trends in operator spending, datacenter optics, and sanity checking the optics forecast for AI applications.

Infinera 4Q23 Vendor Summary Report

Driven by sales to Cloud operators, full year 2023 revenue came in at a record $1.3B.

4Q23 Transport Hardware & Markets Report

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak

Applied Optoelectronics 4Q23 Vendor Summary Report

Providing an update to our 1Q23 vendor summary and updating AOI’s quarterly results for 4Q23.

OFC 2024 Preview

Key themes to watch – AI, 800G, and everything else

Nokia 4Q23 Vendor Summary Report

Optical and routing results point to growing weakness in North American carrier capex.

The Move to Coherent Inside the Datacenter

Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?

Ciena 4Q23 Vendor Summary Report

Sales to Cloud operators powered $3B in optical revenue for 2023.

Coherent Port Pricing Trends (1Q24)

The price of bandwidth ($/Gbps) has declined consistently every year except 2021. In this updated report, we analyze the most recent data to determine if the trend is continuing.

3Q23 Transport Applications Report

Worldwide DWDM deployed bandwidth declined YoY for the first time.

Fujitsu 3Q23 Vendor Summary Report

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?