1Q23 Preliminary Transport Hardware & Markets Report

Supply chains loosen up and revenue ramps, some service providers express hesitation.

Assessing the Impact of IP-over-DWDM

Inputs, Assumptions, and Feedback

Coherent 1Q23 Vendor Summary Report

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Lumentum 1Q23 Vendor Summary Report

Revenue tumbled across the board as customers adjust inventory.

1Q23 Takeaways – FN ADTN LITE COHR

Big weakness at the largest vendors of Telecom components

Nokia 1Q23 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

1Q23 Takeaways – ANET INFN COMM MTSI

Arista gets cautious and MACOM sees optical module demand plunge

1Q23 Earnings – INTC RBBN JNPR GLW

Service provider spending remains solid while cloud operators look shaky.

1Q23 Earnings – NOK CALX ERIC

Good wireline results from Nokia and Calix but Mobile capex is tepid

4Q22 Optical Components Report

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Ciena Introduces WaveRouter

How unique is WaveRouter, and does it live up to its lofty expectations?

Tracking the Coherent DSP Supply Chain

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

Ciena 1Q23 Vendor Summary Report

Ciena’s revenue resumed growth as supply chain problems eased and it began shipping against massive backlog.

4Q22 Transport Applications Report

Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve

4Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

GEN120+ Coherent Trials and Deployments

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

Weekly Earnings – CIEN AVGO CRDO MRVL

Broadcom and Marvell provide radically different revenue outlooks

Lumentum 4Q22 Vendor Summary Report

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

4Q22 Weekly Earnings – NVDA INFN ADTN COMM

Nvidia and Infinera provide more positive sentiment for cloud spending