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CPO, OCS, ELSFPs, 400G/lane, MSAs, ZR, and multi-rail.

New for this quarter – WDM Pluggable Market Share

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Massive increases in hyperscale capex have necessitated an increase in our Datacom revenue and module shipments forecasts.

Analysis and opinion on 4Q25 company results.

Introducing the WDM Pluggables category – the inclusion of pluggable coherent optics within the Transport Hardware report.

2025 results are updated and the forecast is now 3x higher for 2026 and greater than 40% higher for 2029.

In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.

Datacom revenue passed $5B with 800GbE module growth. Telecom revenue reached a 4-year peak with pluggable coherent modules and components.

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.

Analysis and opinion on 3Q25 company results.

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite

Service providers share a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.

Datacom revenues and module shipments roared back from last quarter’s pause and Telecom revenue has recovered. 400ZRx pluggable shipments have slowed, but embedded high speed coherent made up the difference in deployed bandwidth.

The ex-Infinera presence was strong at Nokia’s Wavelengths conference, as the company repositions to take advantage of the AI wave.

Optimism ruled at CIOE this year, with vendors and operators eager to talk about the latest datacom speeds, emerging optical technologies, and the unique ways that China builds and consumes optics.

This report initiates our coverage of Coherent Lite.