Lumentum 3Q23 Vendor Summary Report

It’s all about the future for Lumentum, with a strong backlog and the incorporation of Cloud Light expected to drive increased revenues into 2024.

Lumentum Buys Cloud Light

On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum, which sold its business in 2019 to CIG.

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

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.

The Linear Drive Market Opportunity

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

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.

1Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

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.

4Q22 Optical Components Report

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Lumentum 4Q22 Vendor Summary Report

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

100ZR: Coherent at the Network Edge

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

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.

3Q22 Optical Components Report

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.

Marvell 3Q22 Vendor Summary Report

Fresh insights on Marvell’s current and future plans for optical networking.

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.

Previewing 800/1.6Tbs Client Optics

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

2Q22 Optical Components Report

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.