ECOC 2024 Show Report

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

Cisco Packet Optical Networking Conference 2024

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

CIOE24: Insights into China’s Market

Gathering the Chinese perspective on vendors and technologies.

Coherent 2Q24 Vendor Summary Report

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 2Q24 Vendor Summary Report

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

Nokia 2Q24 Vendor Summary Report

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

IP-over-DWDM Pluggables Forecast

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

The Optical Circuit Switching Market

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

GEN120+ Coherent Trials and Deployments

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

Ciena 2Q24 Vendor Summary Report

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

Nokia Acquires Infinera

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

Tracking the Coherent DSP Supply Chain

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

Infinera 1Q24 Vendor Summary Report

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

PacketLight Vendor Summary Report

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

Cisco 1Q24 Vendor Summary Report

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

Coherent 1Q24 Vendor Summary Report

800G accelerates Datacom revenue growth while lead times shorten.

Lumentum 1Q24 Vendor Summary Report

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 1Q24 Vendor Summary Report

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

Ciena 1Q24 Vendor Summary Report

Ciena leverages relationships with hyperscalers to push into Europe.

Compact Modular Hardware

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