Active Insight

The A.I. messaging was strong but datacenter revenue appears to be bottoming.

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Inputs, Assumptions, and Feedback

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

Revenue tumbled across the board as customers adjust inventory.

Big weakness at the largest vendors of Telecom components

Nokia’s optical and routing businesses post record quarters.

Arista gets cautious and MACOM sees optical module demand plunge

Service provider spending remains solid while cloud operators look shaky.

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

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

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

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

Key technology takeaways from OFC 2023.

Broadcom and Marvell provide radically different revenue outlooks

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

Nvidia and Infinera provide more positive sentiment for cloud spending

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

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

Nokia’s optical and routing businesses post record quarters.