Active Insight

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

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

The best technical customer conference is back up and running.

Observations on IP over DWDM and the Optical Edge

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

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Inputs, Assumptions, and Feedback

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

Revenue tumbled across the board as customers adjust inventory.

Big weakness at the largest vendors of Telecom components

Nokia’s optical and routing businesses post record quarters.

Arista gets cautious and MACOM sees optical module demand plunge

Service provider spending remains solid while cloud operators look shaky.

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

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

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

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

Key technology takeaways from OFC 2023.

Broadcom and Marvell provide radically different revenue outlooks

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