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Ciena has a record revenue quarter – and record backlog as supply chain challenges continue.

Cloud operator and traditional telco spending leads rebound in North America

Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.

Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.

Initial Optical Components report, in Beta – for access to the report, please contact [email protected].

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

ICE6 ships in volume, but supply chain challenges keep revenue flat.

Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.

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

Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.

Cignal AI’s observations on the proposed merger.

Nokia’s optical business declined against an elevated 3Q20, while packet sales continued their steady growth.

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.

Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.

Development moves past 90+ GBaud directly to 120+

Ciena starts out the second half of 2021 strong, but supply chain headwinds threaten further growth.

Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.

It was a big quarter for 600G coherent port shipments and sales to Cloud Operators.

Consistent worldwide results and a new effort to close the coherent gap with DCOs.