1Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
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.
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.
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.
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