2Q26 Vendor Reports and Key Takeaways
Analysis and opinion on 2Q26 company results.
Coherent Lite: Technology, Applications and Forecast – 2Q26
Latest coverage of Coherent Lite examines the technology’s evolving market prospects, from failed 800G and 1.6T deployments to Google’s emerging 2.4T custom project targeting optical circuit switch applications. The report covers DSP implementations from Ciena, Marvell, and Qualcomm, updated market forecasts, and the long-term potential for Coherent Lite to displace direct-detect optics inside the datacenter at 3.2T and beyond.
Optical Component Startup Tracker
The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.
1Q26 Optical Component Report
Datacom and Telecom revenue reached new records of $7.7 billion and $2.0 billion despite supply chain challenges. 800GbE continue to surge as 1.6TbE starts to ship in volume. In Telecom, a big quarter for 1.2T+ embedded and 800ZRx pushed growth.
Introducing the WDM Pluggable Applications Forecast
Coherent revenue forecasts across three procurement models, three customer market segments, and six types of modules
1Q26 Transport Hardware & Markets Report
22% growth, added Pluggable Applications Report
1Q26 Vendor Reports and Key Takeaways
Analysis and opinion on 1Q26 company results.
CPO and ELSFP – 1Q26 Update
CPO is still inevitable, but is it now imminent? The next twelve months should provide an answer.
Active Insight Strategy Forum – OFC 2026
Join Cignal AI Analysts in a 3-Day Discussion with Executives from Across the Optical Industry
Optical Components Forecast Update 4Q25
Massive increases in hyperscale capex have necessitated an increase in our Datacom revenue and module shipments forecasts.
WDM Pluggables – now part of Cignal AI’s Transport Hardware Report
Introducing the WDM Pluggables category – the inclusion of pluggable coherent optics within the Transport Hardware report.
Optical Circuit Switching – 1Q26 Forecast Update
2025 results are updated and the forecast is now 3x higher for 2026 and greater than 40% higher for 2029.
Coherent Optics: It’s a Pluggable World (1Q26)
In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.
The Optical Circuit Switching Market – 4Q25
In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.
Pluggable Transponders
Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.
ECOC 2025 Show Report
The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite
Cisco Packet Optical Networking Conference 2025
Service providers share a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.
Nokia Wavelengths 2025
The ex-Infinera presence was strong at Nokia’s Wavelengths conference, as the company repositions to take advantage of the AI wave.
CIOE25 Show Report
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.
1.6TbE Datacom Module Forecast Updates
The 2Q25 Optical Components Report will include a breakout of 1.6TbE optics into SR, DR, FR, and LR for the first time.