Investor Call – China, CFP2-ACO, ROADMs & More
Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…
Metro DCI – What’s Next
Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…
Optical Whitebox – OFC 2016
Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…
Acacia Communications – IPO Analysis
The optical networking world finally gets a close up view of Acacia’s performance as the company is filing for an IPO. The most recent S-1/A filing by Acacia includes 2015 financial details, which we review through the lenses of Cignal AI’s customer and market knowledge in order to create a fine-grained view of the company’s performance and qualitative outlook. This analysis includes a detailed projection of customer composition for 90%+ of revenue, market share within entire 100G market, and estimates of ASPs beyond what is included in public documents.
Silicon Photonics – OFC 2016
The optical component industry is changing from one in which existing InP and discrete designs are replicated in SiPho to a new approach under which the unique benefits of SiPho…
USA Stops All Exports to ZTE
The US Commerce department just dropped a bomb on ZTE, requiring all US companies to obtain an export license if they wish to do business with the company. Article updated…
OFC 2016 Preview
OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…
Lumentum 4Q15 Earnings Call
Lumentum is the second largest optical component supplier and like Finisar, a bellwether of demand for both telecom and datacom equipment. We look at why their ROADM business is ramping…
Intel 4Q15 Earnings Call
Virtually all of the CPUs used in data centers come from Intel, therefore the Data Center group sales are a useful macro barometer for the growth and outlook of data…
Adtran 4Q15 Earnings Call
Adtran has a small optical transport business, but it’s strength in access makes it a good bellwether for tier-1 spend.
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Verizon 4Q15 Earnings Call
Verizon talks mobile fronthaul and datacenter business sales.
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Ciena buys TeraXion InP Modulator Assets for $32M
Ciena applies for membership to the exclusive Indium Phosphide club.Continue Reading