Ciena 2Q24 Vendor Summary Report

Sales were down in 2Q due to inventory absorption at North American carriers, and a pause in Cloud spending.

Nokia Acquires Infinera

The combination creates a company with an enviable regional balance, providing a buffer from regional geopolitical and economic instability.

Tracking the Coherent DSP Supply Chain

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

Infinera 1Q24 Vendor Summary Report

Revenue drops -26%, but the company highlights a huge pipeline of potential business.

1Q24 Optical Component Report

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.

1Q24 Transport Hardware & Markets Report

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

PacketLight Vendor Summary Report

The company has been an innovator in Compact Modular transport hardware for more than 20 years.

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.

Compact Modular Hardware

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

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.

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

The Move to Coherent Inside the Datacenter

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

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?