Weekly Earnings – CIEN AVGO CRDO MRVL

Broadcom and Marvell provide radically different revenue outlooks

4Q22 Weekly Earnings – NVDA INFN ADTN COMM

Nvidia and Infinera provide more positive sentiment for cloud spending

100ZR: Coherent at the Network Edge

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

4Q22 Weekly Earnings – ANET CSCO RBBN

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

NANOG 87 – Optics Speak to the Higher Layers

Cignal AI presented at NANOG and came away with unique perspectives from an often under-represented networking segment.

4Q22 Weekly Earnings – FN COHR LITE

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

OFC23 Preview: Is IP-over-DWDM Ready to Cross the Chasm?

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

4Q22 Weekly Earnings – META GOOG AMZN GLW JNPR MTSI

Cloud capex outlook for 2023 summarized

OFC23 Preview: High-Performance Coherent Optics

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

4Q22 Weekly Earnings – MSFT CALX INTC NOK

Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.

OFC23 Preview: High-Speed Datacenter Optics

OFC23 will offer an opportunity to see how much further and faster direct detect optics will take communications inside the data center

Smartoptics Vendor Summary Report

Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.

Ciena Ups its Router Game to Address the New Metro

Introduces a new, high capacity aggregation router to address emerging metro requirements.

Previewing 800/1.6Tbs Client Optics

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

ECOC 2022 Show Report

Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs

ECOC 2022 – Fracturing of the 400ZR Market

Market Focus Slides Available for Download

Cisco PONC 2022 – Observations and Thoughts

Cisco Packet Optical Networking Conference advanced the RON strategy.

II-VI and ADVA announce a shakeup in the 100ZR market

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Coherent Port Pricing Trends (1Q22)

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

OFC 2022 Show Report

Key technology takeaways from OFC 2022.