1Q23 Earnings – INTC RBBN JNPR GLW

Service provider spending remains solid while cloud operators look shaky.

1Q23 Earnings – NOK CALX ERIC

Good wireline results from Nokia and Calix but Mobile capex is tepid

Ciena Introduces WaveRouter

How unique is WaveRouter, and does it live up to its lofty expectations?

Tracking the Coherent DSP Supply Chain

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Ciena 1Q23 Vendor Summary Report

Ciena’s revenue resumed growth as supply chain problems eased and it began shipping against massive backlog.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

Weekly Earnings – CIEN AVGO CRDO MRVL

Broadcom and Marvell provide radically different revenue outlooks

Lumentum 4Q22 Vendor Summary Report

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

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


Nokia 4Q22 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

Coherent 4Q22 Vendor Summary Report

Coherent posted a very strong quarter with double-digit gains in both Telecom and Datacom as the company sees no slowdown in demand for optical components.

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? 


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