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.

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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

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.

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

OFC 2022 – Marketwatch State of the Industry

Slides available

OFC 2022 – Sneak Peek

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

400ZR IPoDWDM – Market Impact and Forecast

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

Lumentum & Neophotonics Merger

Cignal AI’s observations on the proposed merger.

400ZR vs 800G – Classifying Coherent Technology

The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.

Cisco/Acacia Announces 1.2Tbps DSP and Coherent Module

Development moves past 90+ GBaud directly to 120+

OpenROADM Update

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

OFC 2021: 400ZR/ZR+ Coherent Pluggables

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

OFC2021 Marketwatch SOTI Slide

OFC21: Marketwatch State of the Industry

Quick thoughts on equipment spending trends as well as a current view on the role of pluggable coherent modules.

OFC21: 800G Coherent and Beyond

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.

OFC21: Co-packaged Optics

Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.

GEN90P Coherent Trials and Deployments

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

Infinera Investor Day 2021

Infinera provided new details on ICE6, XR Optics, Groove Compact Modular, and opportunities to displace Huawei.