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22% growth, added Pluggable Applications Report

Analysis and opinion on 1Q26 company results.

Datacom revenue crossed $6 billion for the quarter and $19 billion for the year as more than 42 million 400G+ datacom modules shipped. Annual Telecom revenue reached new heights as well, up 35% over 2024.

CPO is still inevitable, but is it now imminent? The next twelve months should provide an answer.

Join Cignal AI Analysts in a 3-Day Discussion with Executives from Across the Optical Industry

Massive increases in hyperscale capex have necessitated an increase in our Datacom revenue and module shipments forecasts.

Introducing the WDM Pluggables category – the inclusion of pluggable coherent optics within the Transport Hardware report.

2025 results are updated and the forecast is now 3x higher for 2026 and greater than 40% higher for 2029.

In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.

In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite

Service providers share a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.

The ex-Infinera presence was strong at Nokia’s Wavelengths conference, as the company repositions to take advantage of the AI wave.

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.

This report initiates our coverage of Coherent Lite.

The 2Q25 Optical Components Report will include a breakout of 1.6TbE optics into SR, DR, FR, and LR for the first time.

AI Deployment Demand from Meta Exceeds Earlier Expectations

A Focus on Line Systems and Components