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Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

RON Goes Mainstream at Cisco’s PONC 2024. Our thoughts on the customer testimonials, product and technology updates, and live demonstrations.

Gathering the Chinese perspective on vendors and technologies.

Datacom revenue hit new records with a surge in 400GbE shipments and continued growth in 800GbE. Telecom’s only growth area is 400G coherent pluggables.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

New CEO Jim Anderson outlined broad strategic goals as the company takes a more cautious view than Lumentum on the potential for Telecom revenue growth.

Lumentum signals the bottom for Telecom and a stall in Datacom revenue through next quarter due to a previously disclosed product transition.

Nokia announced its intention to acquire competitor Infinera and shed its ASN subsidiary. Optical sales fell -23%.

IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments

The current state of the art in OCSs, the players, why it matters today, and forecasts for the future.

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

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

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

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

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

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

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

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.

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

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