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Coherent calls the bottom in the Telecom optical components market while capitalizing on the AI-fueled Datacom boom.

Optical and routing results point to growing weakness in North American carrier capex.

Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?

Sales to Cloud operators powered $3B in optical revenue for 2023.

The price of bandwidth ($/Gbps) has declined consistently every year except 2021. In this updated report, we analyze the most recent data to determine if the trend is continuing.

Worldwide DWDM deployed bandwidth declined YoY for the first time.

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

Coherent’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged.

It’s all about the future for Lumentum, with a strong backlog and the incorporation of Cloud Light expected to drive increased revenues into 2024.

On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum, which sold its business in 2019 to CIG.

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?

Optical and routing point to growing weakness in North American carrier Capex.

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.

Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

Optical revenue grew 27% as its large backlog is turned into revenue.

The Era of Pluggable Coherent – Don’t Bet Against IM-DD – What Does 3.2T look like?

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Bandwidth growth and compact modular sales slow as Hyperscalers take their foot off the gas.