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The market recovery accelerated in 2Q with Cloud & Colo spending rocketing 50%.

Telecom and Datacom growth was slow this quarter, but the new 6” InP fab should drive revenue starting next quarter.

Datacom is booming across the industry, and Lumentum is riding the wave with both optical modules and components.

Optical and routing sales are lifted by AI and a weakening dollar.

The 2Q25 Optical Components Report will include a breakout of 1.6TbE optics into SR, DR, FR, and LR for the first time.

AI Deployment Demand from Meta Exceeds Earlier Expectations

Ciena hit record revenue with Cloud customers, while Service Provider sales slowly recovered.

Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

A Focus on Line Systems and Components

Datacom is driving growth as telecom recovers, and the tariff impact is expected to be minimal.

Nokia closes the Infinera acquisition and sees significant YoY growth in both IP and Optical.

Telecom components continue to recover, EMLs buoy Datacom revenues, and transceiver sales are poised to take off next quarter as Lumentum approaches its $500 million per quarter goal.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

1MW racks, 200G LRO, and 100G LRO VCSELs

Datacom revenue and port shipments stalled this quarter. Telecom revenue recovered from the doldrums based on 400G pluggables.

Ciena’s SP business is on the rebound, but where is the AI Cloud surge?

An in-depth update on the changing state of optical line system and ROADM deployments.

Cignal AI presented at the OIF’s 448Gbps workshop. Here’s a summary.

Industry leaders are generally pessimistic about sustaining current growth.