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Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

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.

The Bandwidth Must Flow: Up 39% YoY

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

North American Cloud operators were the growth engine for optical and packet transport sales.

Observations on IP over DWDM and the Optical Edge