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

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.

Infinera 3Q22 Vendor Summary Report

Product revenue jumps 20%, while ICE6 shipments accelerate.

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

ECOC 2022 – Fracturing of the 400ZR Market

Market Focus Slides Available for Download

II-VI 2Q22 Vendor Summary Report

II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.

Infinera 2Q22 Vendor Summary Report

Product revenue jumps 13%, while ICE6 shipments are flat.