Active Insight

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

RON Goes Mainstream at Cisco’s PONC 2024. Our thoughts on the customer testimonials, product and technology updates, and live demonstrations.

Gathering the Chinese perspective on vendors and technologies.

New CEO Jim Anderson outlined broad strategic goals as the company takes a more cautious view than Lumentum on the potential for Telecom revenue growth.

Lumentum signals the bottom for Telecom and a stall in Datacom revenue through next quarter due to a previously disclosed product transition.

Nokia announced its intention to acquire competitor Infinera and shed its ASN subsidiary. Optical sales fell -23%.

IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments

The current state of the art in OCSs, the players, why it matters today, and forecasts for the future.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Sales were down in 2Q due to inventory absorption at North American carriers, and a pause in Cloud spending.

The combination creates a company with an enviable regional balance, providing a buffer from regional geopolitical and economic instability.

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

Revenue drops -26%, but the company highlights a huge pipeline of potential business.

The company has been an innovator in Compact Modular transport hardware for more than 20 years.

Optical hardware sales shake off a depressed 2023; Acacia 400ZR shipments resume growth

800G accelerates Datacom revenue growth while lead times shorten.

Datacom is the only highlight this quarter, but it’s a very bright one. The wait for a Telecom turnaround will be a bit longer.

Nokia’s optical sales fell -40% YoY as Service Providers tapped the spending brakes worldwide.

Ciena leverages relationships with hyperscalers to push into Europe.

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.