Active Insight

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

Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.

Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.

Fresh insights on Marvell’s current and future plans for optical networking.

Product revenue jumps 20%, while ICE6 shipments accelerate.

Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.

Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.

Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.

Introduces a new, high capacity aggregation router to address emerging metro requirements.