Active Insight

Datacom continues to grow, telecom turns the corner, and optical circuit switching finally gets a customer order.

Datacom revenue growth returns with the announcement of new transceiver customers, and telecom has finally turned the corner.

Business ticks up in North America as weakness persists in Japan. OpenROADM 400G is shipping, but the Ultra Optical System is seeing delays.

Two years into the AI boom, a look back at the vendors who benefited.

The inevitable technology that hasn’t happened – yet.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

Big ramp in 400ZR shipments, service provider orders outpace revenue for the first time in two years.

In this update to our OCS report we cover more vendors and technologies, investigate more applications, and introduce a forecasting model.

Insatiable AI demand propels Coherent’s revenue growth in Datacom while new optimism emerges for Telecom.

Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer.

Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics show signs of success.

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

Routed Optical Networking Goes Mainstream at Cisco’s PONC 2024. Our thoughts on the customer testimonials, product and technology updates, and live demonstrations.

Gathering the Chinese perspective on vendors and technologies.

New CEO Jim Anderson outlined broad strategic goals as the company takes a more cautious view than Lumentum on the potential for Telecom revenue growth.

Lumentum signals the bottom for Telecom and a stall in Datacom revenue through next quarter due to a previously disclosed product transition.