Active Insight

Product revenue jumps 13%, while ICE6 shipments are flat.

Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Cisco Packet Optical Networking Conference advanced the RON strategy.

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

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.

Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.

Despite significant supply chain pressures, II-VI posted positive results for the quarter and highlighted better results in the second half of the year.

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

The Transport Application Report now includes ROADM & line system deployment data

Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.

Key technology takeaways from OFC 2022.

Slides available

Here is a sneak peek of the hot topics of discussion at OFC 2022

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

Cignal AI’s observations on the proposed merger.