Active Insight

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.

Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?

Sales to Cloud operators powered $3B in optical revenue for 2023.

The price of bandwidth ($/Gbps) has declined consistently every year except 2021. In this updated report, we analyze the most recent data to determine if the trend is continuing.

Coherent’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged.

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.