Coherent Lite: Technology, Applications and Forecast

This report initiates our coverage of Coherent Lite.

Coherent 2Q25 Vendor Summary Report

Telecom and Datacom growth was slow this quarter, but the new 6” InP fab should drive revenue starting next quarter.

Lumentum 2Q25 Vendor Summary Report

Datacom is booming across the industry, and Lumentum is riding the wave with both optical modules and components.

Nokia 2Q25 Vendor Summary Report

Optical and routing sales are lifted by AI and a weakening dollar.

1.6TbE Datacom Module Forecast Updates

The 2Q25 Optical Components Report will include a breakout of 1.6TbE optics into SR, DR, FR, and LR for the first time.

800ZR/ZR+ Forecast Update – 2Q25

AI Deployment Demand from Meta Exceeds Earlier Expectations

Ciena 2Q25 Vendor Summary Report

Ciena hit record revenue with Cloud customers, while Service Provider sales slowly recovered.

Ciena Vectors 2025

A Focus on Line Systems and Components

Coherent 1Q25 Vendor Summary Report

Datacom is driving growth as telecom recovers, and the tariff impact is expected to be minimal.

Nokia 1Q25 Vendor Summary Report

Nokia closes the Infinera acquisition and sees significant YoY growth in both IP and Optical.

Lumentum 1Q25 Vendor Summary Report

Telecom components continue to recover, EMLs buoy Datacom revenues, and transceiver sales are poised to take off next quarter as Lumentum approaches its $500 million per quarter goal.

Tracking the Coherent DSP Supply Chain – 2025

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

OCP25 EMEA Summit Report

1MW racks, 200G LRO, and 100G LRO VCSELs

Ciena 1Q25 Vendor Summary Report

Ciena’s SP business is on the rebound, but where is the AI Cloud surge?

1Q25 ROADM Market Update

An in-depth update on the changing state of optical line system and ROADM deployments.

OIF’s 448G Workshop: The Need for Speed

Cignal AI presented at the OIF’s 448Gbps workshop. Here’s a summary.

Gauging the Optical Industry’s Sentiment on the Trade War

Industry leaders are generally pessimistic about sustaining current growth.

Updated: Nokia Acquires Infinera

Two Markets, Two Product Lines

OFC 2025 Show Report

CPO, 400G PAM-4, IPoDWDM with ZR, and copies of our show floor presentations.

IP-over-DWDM Pluggable Revenue Forecast

A deeper look at the rates of adoption fueling a shift in hardware and component revenue