ECOC 2023 Show Report

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

Ciena 3Q23 Vendor Summary Report

Optical revenue grew 27% as its large backlog is turned into revenue.

Coherent 2Q23 Vendor Summary Report

Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.

Lumentum 2Q23 Vendor Summary Report

Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.

Assessing the Impact of IP-over-DWDM: Modeling Results

40% of Coherent Modules deployed in 2026 will displace traditional transponders.

2Q23 Takeaways – FN MRVL CRDO

Fabrinet gets a big, legit, AI tailwind

2Q23 Takeaways – COHR LITE CSCO

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

2Q23 Takeaways – INFN ADTN VIAV

Infinera and Viavi think a turnaround in demand is imminent.

The Linear Drive Market Opportunity

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

2Q23 Takeaways – ANET MTSI COMM AAOI

Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract

Nokia 2Q23 Vendor Summary Report

Nokia’s optical business continues to grow but routing sales abruptly pull back.

2Q23 Takeaways – INTC GLW JNPR RBBN

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

2Q23 Takeaways – TSM NOK ERIC CALX

AI demand at TSMC is insufficient to offset weakness across all its other businesses.

Ribbon Vendor Summary Report

Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.

Applied Optoelectronics Vendor Summary Report

AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.

Ekinops Vendor Summary Report

France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.

Ciena Vectors 2023 Report

The best technical customer conference is back up and running.

NGON 2023 Show Report

Observations on IP over DWDM and the Optical Edge

1Q23 Takeaways – MRVL CRDO AVGO

The A.I. messaging was strong but datacenter revenue appears to be bottoming.

NGON 2023 – IP-over-DWDM

Download the Slides