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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.

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

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

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

800G accelerates Datacom revenue growth while lead times shorten.

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

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.

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

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

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

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.

Worldwide DWDM deployed bandwidth declined YoY for the first time.

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?