Active Insight

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.

This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.

This is a summary of how OFC 2024 and the conversations we had there shaped our thoughts.

Trends in operator spending, datacenter optics, and sanity checking the optics forecast for AI applications.

Driven by sales to Cloud operators, full year 2023 revenue came in at a record $1.3B.

Providing an update to our 1Q23 vendor summary and updating AOI’s quarterly results for 4Q23.

Key themes to watch – AI, 800G, and everything else

Revenues continue to be in the doldrums and the slowdown is expected to continue for a couple of quarters before growth returns.

Coherent calls the bottom in the Telecom optical components market while capitalizing on the AI-fueled Datacom boom.

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