Active Insight

Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.

40% of Coherent Modules deployed in 2026 will displace traditional transponders.

Fabrinet gets a big, legit, AI tailwind

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

Infinera and Viavi think a turnaround in demand is imminent.

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract

Nokia’s optical business continues to grow but routing sales abruptly pull back.

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

AI demand at TSMC is insufficient to offset weakness across all its other businesses.

Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.

AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.

France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.

The best technical customer conference is back up and running.

Observations on IP over DWDM and the Optical Edge

The A.I. messaging was strong but datacenter revenue appears to be bottoming.

Download the Slides

Inputs, Assumptions, and Feedback

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Revenue tumbled across the board as customers adjust inventory.