Assessing the Impact of IP-over-DWDM

Inputs, Assumptions, and Feedback

Coherent 1Q23 Vendor Summary Report

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Lumentum 1Q23 Vendor Summary Report

Revenue tumbled across the board as customers adjust inventory.

1Q23 Takeaways – FN ADTN LITE COHR

Big weakness at the largest vendors of Telecom components

Nokia 1Q23 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

1Q23 Takeaways – ANET INFN COMM MTSI

Arista gets cautious and MACOM sees optical module demand plunge

1Q23 Earnings – INTC RBBN JNPR GLW

Service provider spending remains solid while cloud operators look shaky.

1Q23 Earnings – NOK CALX ERIC

Good wireline results from Nokia and Calix but Mobile capex is tepid

Ciena Introduces WaveRouter

How unique is WaveRouter, and does it live up to its lofty expectations?

Tracking the Coherent DSP Supply Chain

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

Ciena 1Q23 Vendor Summary Report

Ciena’s revenue resumed growth as supply chain problems eased and it began shipping against massive backlog.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

Weekly Earnings – CIEN AVGO CRDO MRVL

Broadcom and Marvell provide radically different revenue outlooks

Lumentum 4Q22 Vendor Summary Report

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

4Q22 Weekly Earnings – NVDA INFN ADTN COMM

Nvidia and Infinera provide more positive sentiment for cloud spending

100ZR: Coherent at the Network Edge

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

4Q22 Weekly Earnings – ANET CSCO RBBN

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum


Nokia 4Q22 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

Coherent 4Q22 Vendor Summary Report

Coherent posted a very strong quarter with double-digit gains in both Telecom and Datacom as the company sees no slowdown in demand for optical components.

NANOG 87 – Optics Speak to the Higher Layers

Cignal AI presented at NANOG and came away with unique perspectives from an often under-represented networking segment.