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.

Fujitsu 3Q23 Vendor Summary Report

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?

GEN120+ Coherent Trials and Deployments

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

Nokia 3Q23 Vendor Summary Report

Optical and routing point to growing weakness in North American carrier Capex.

2023 OCP Global Summit Report

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.

3Q23 Takeaways – NOK ERIC TSMC

Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app

ECOC 2023 Show Report

800ZR, debate on Linear Pluggable Optics and IPoDWDM,, and progress in 200G/lane modules

Ciena 3Q23 Vendor Summary Report

Optical revenue grew 27% as its large backlog is turned into revenue.

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.

Assessing the Impact of IP-over-DWDM: Modeling Results

40% of Coherent Modules deployed in 2026 will displace traditional transponders.

2Q23 Takeaways – FN MRVL CRDO

Fabrinet gets a big, legit, AI tailwind

2Q23 Takeaways – COHR LITE CSCO

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

2Q23 Takeaways – INFN ADTN VIAV

Infinera and Viavi think a turnaround in demand is imminent.

The Linear Drive Market Opportunity

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

2Q23 Takeaways – ANET MTSI COMM AAOI

Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract

Nokia 2Q23 Vendor Summary Report

Nokia’s optical business continues to grow but routing sales abruptly pull back.

2Q23 Takeaways – INTC GLW JNPR RBBN

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

2Q23 Takeaways – TSM NOK ERIC CALX

AI demand at TSMC is insufficient to offset weakness across all its other businesses.