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Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.

Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.

Fresh insights on Marvell’s current and future plans for optical networking.

Gen60C modules drive coherent bandwidth growth this quarter while Compact Modular and ROADM equipment sales outperform.

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Product revenue jumps 20%, while ICE6 shipments accelerate.

Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.

Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.

Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.

Introduces a new, high capacity aggregation router to address emerging metro requirements.

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

Optical revenue declined -21% due to unexpected supply chain problems.

Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs

Market Focus Slides Available for Download

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.

Coherent bandwidth growth remains muted outside of 400ZR

II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Product revenue jumps 13%, while ICE6 shipments are flat.