Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.
Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.
40% of Coherent Modules deployed in 2026 will displace traditional transponders.
Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract
Nokia’s optical business continues to grow but routing sales abruptly pull back.
Companies indicate hyperscale and service provider weakness will persist through the rest of the year.
AI demand at TSMC is insufficient to offset weakness across all its other businesses.
Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.
AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.
France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.
The A.I. messaging was strong but datacenter revenue appears to be bottoming.
The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.