Lumentum 2Q22 Vendor Summary Report
Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.
Nokia 2Q22 Vendor Summary Report
Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.
Cisco PONC 2022 – Observations and Thoughts
Cisco Packet Optical Networking Conference advanced the RON strategy.
Ciena 2Q22 Vendor Summary Report
Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.
II-VI and ADVA announce a shakeup in the 100ZR market
These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.
Coherent Port Pricing Trends (1Q22)
Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.
Marvell 2Q22 Vendor Summary Report
Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.
Cisco 1Q22 Vendor Summary Report
Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.
II-VI 1Q22 Vendor Summary Report
Despite significant supply chain pressures, II-VI posted positive results for the quarter and highlighted better results in the second half of the year.
Nokia 1Q22 Vendor Summary Report
Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.
Lumentum 1Q22 Vendor Summary Report
Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.
ADVA 1Q22 Vendor Summary Report
Record company revenue. North America rebounds. Price hikes will take effect in second half ’22
ROADM Deployments by Size and Technology
The Transport Application Report now includes ROADM & line system deployment data
Ciena 1Q22 Vendor Summary Report
Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.
400ZR IPoDWDM – Market Impact and Forecast
How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?