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?
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 4Q22 Vendor Summary Report
Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.
Marvell 3Q22 Vendor Summary Report
Fresh insights on Marvell’s current and future plans for optical networking.
Coherent 3Q22 Vendor Summary Report
Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.
Lumentum 3Q22 Vendor Summary Report
Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.
Nokia 3Q22 Vendor Summary Report
Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.
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
Ciena 3Q22 Vendor Summary Report
Optical revenue declined -21% due to unexpected supply chain problems.
ECOC 2022 Show Report
Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs
II-VI 2Q22 Vendor Summary Report
II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.