References and usage of Cignal AI opinions and data in the public domain
LightReading reported on Cisco’s proposed acquisition of Acacia and requested a quote from Cignal AI.
LightReading summarized the challenges faced by Neophotonics as a result of the ban on component shipments to Huawei. The article quoted Andrew Schmitt at length about the potential outcome of the ban and the prospect for M&A activity involving Neophotonics as a result.
OIF standardization initiatives catalyzed a transition from multiple proprietary tunable laser solutions to a nearly universally used standard
Before OFC, Acacia highlighted progress towards bringing the AC1200 optical module and Pico DSP to production with customer field trials of its components in Adva and Cisco equipment.
Cisco mentioned multi-haul, our concept of a coherent link that is capable of operating across a wide range of speeds and distance, in a blog detailing the results of a trial with Verizon of their new NCS1004 platform.
Ciena announced its latest generation of coherent technology with a dual strategy of pushing coherent speeds to 800Gbs as well as delivering low power pluggable 400ZR solutions.
On November 5th, Andrew Schmitt and Scott Wilkinson traveled to New York for a day of 1:1 meetings with investors and a lunch presentation to a group of investors. Topics included the role compact modular systems would play in shaping operator spending, Chinese spending and technology trends and discussion of the ongoing industry consolidation.
Raymond James released a note summarizing the discussions – some observations are excerpted here: