Latest

Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer.

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

Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics show signs of success.

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

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

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

Routed Optical Networking 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.

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.

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.