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

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Assessing the Impact of IP-over-DWDM

Inputs, Assumptions, and Feedback

Coherent 1Q23 Vendor Summary Report

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Lumentum 1Q23 Vendor Summary Report

Revenue tumbled across the board as customers adjust inventory.

1Q23 Takeaways – FN ADTN LITE COHR

Big weakness at the largest vendors of Telecom components

Nokia 1Q23 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

1Q23 Takeaways – ANET INFN COMM MTSI

Arista gets cautious and MACOM sees optical module demand plunge

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