Active Insight

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.

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.

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

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

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

Cloud capex outlook for 2023 summarized

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.

OFC23 will offer an opportunity to see how much further and faster direct detect optics will take communications inside the data center