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Cignal AI’s reporting on important market developments, included as a free service with reporting subscriptions.

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OFC 2023 Show Report

Key technology takeaways from OFC 2023.

GEN120+ Coherent Trials and Deployments

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

Weekly Earnings – CIEN AVGO CRDO MRVL

Broadcom and Marvell provide radically different revenue outlooks

Lumentum 4Q22 Vendor Summary Report

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

4Q22 Weekly Earnings – NVDA INFN ADTN COMM

Nvidia and Infinera provide more positive sentiment for cloud spending

100ZR: Coherent at the Network Edge

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

4Q22 Weekly Earnings – ANET CSCO RBBN

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

nokia_FEATURED

Nokia 4Q22 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

Coherent 4Q22 Vendor Summary Report

Coherent posted a very strong quarter with double-digit gains in both Telecom and Datacom as the company sees no slowdown in demand for optical components.

NANOG 87 – Optics Speak to the Higher Layers

Cignal AI presented at NANOG and came away with unique perspectives from an often under-represented networking segment.

Full Report Archive >>

File archive contains all past report publications. Clients can access all files on or before their most recently purchased subscription.

File Archive

230317-Cignal-TRNEQ-AI-4Q22-OFC-2023-Show-Report.pdf

230307-Cignal-OPTEQ-AI-4Q22-OFC2023-Presentations.pdf

230223-Cignal-Webinar-AI-4Q22-Terabit-Coherent.pdf

230221-Cignal-OPTCO-100ZR.pdf

220928-Cignal-TRNEQ-AI-2Q22-ECOC-2022-Show-Report.pdf

220920-Cignal-TRNEQ-AI-2Q22-ECOC-2022-Market-Focus.pptx

220908-Cignal-Webinar-AI-3Q22-100ZR-Coherent-Optics-at-the-Network-Edge.pdf

220711-Cisco-PONC-2022.pdf

220627-Cignal-TRNEQ-AI-Coherent-Pricing-Trends-1Q22.pdf

220504-Cignal-TRNEQ-AI-Ports-Forecast-Update.pdf

220321-Cignal-OPTEQ-AI-OFC2022-Show-Report.pdf

220308-Cignal-TRNEQ-AI-4Q21-OFC22-Wilkinson-Marketwatch.pptx

220224-Cignal-Webinar-AI-4Q21-Deploying-IP-over-DWDM-with-400ZR.pdf

211116-Cignal-TRNEQ-AI-3Q21-400ZR-IPoDWDM-Impact.pdf.pptx

211108-Cignal-TRNEQ-AI-3Q21-Lumentum-Neophotonics.pdf

211014-Cignal-TRNEQ-AI-2Q21-Coherent-Generations.pdf

210729-Cignal-TRNEQ-AI-2Q21-OpenROADM.pdf

210629-Cignal-TRNEQ-AI-1Q21-OFC21-400ZR.pdf

210608-Cignal-TRNEQ-AI-1Q21-OFC21-Marketwatch-SOTI-Cignal-Schmitt.pptx

210625-Cignal-TRNEQ-AI-1Q21-OFC21-800G-Coherent-and-Beyond.pdf

210622-Cignal-TRNEQ-AI-1Q21-OFC21-Copackaged-Optics.pdf

210525-Cignal-TRNEQ-AI-1Q21-Infinera-Investor-Day-2021.pdf

210504-TRNEQ-AI-1Q21-Telia-Plans-for-400ZR.pdf

210422-Cignal-TRNEQ-AI-1Q21-Tencent-White-Box.pdf

210420-Cignal-TRNEQ-AI-4Q20-Compact-Modular-in-APAC.pdf

210225-Cignal-TRNEQ-4Q20-AI-First-400ZR-Trial.pdf

210203-Cignal-TRNEQ-AI-3Q20-2021-Outlook.pdf

201023-Cignal-TRNEQ-AI-3Q20-5G-Optmized-Packet-Fronthaul.pdf

200706-Cignal-TRNEQ-AI-1Q20-Coherent-Pricing-Trends.pdf

200521-Cignal-TRNEQ-AI-1Q19-The Nokia PSE-V

200507-Cignal-TRNEQ-AI-1Q20-Acacia Vendor Report.pdf

200424-Cignal-TRNEQ-AI-4Q19-2020-Forecast-Update.pdf

200330-Cignal-TRNEQ-AI-4Q19-OFC2020-Optical-Transport.pdf

200225-Cignal-OPTEQ-AI-4Q19-OFC2020-Preview.pdf

191231-Cignal-OPTEQ-AI-3Q19-Cisco-Future-of-Internet

191218-Cignal-OPTEQ-AI-3Q19-5th-Gen-Optics-Update.pdf

191029-Cignal-OPTEQ-AI-2Q19-State-of-Optics.pdf

191004-Cignal-OPTEQ-AI-2Q19-ECOC-2019-Notes-and-Observations.pdf

190730-Cignal-OPTEQ-AI-1Q19-OIF-Presentation-Pluggable-Coherent.pptx

190712-Cignal-OPTEQ-AI-1Q19-Cisco-Acacia-Acquisition.pdf

190530-Cignal-OPTEQ-AI-1Q19-NGON2019-Notes-and-Observations.pdf

190315-Cignal-OPTEQ-AI-4Q18-OFC2019-Marketwatch-Slides

190219-Cignal-OPTEQ-AI-4Q18-5G-and-Optical-Part-II.pdf

190212-Cignal-OPTEQ-AI-4Q18-OFC2019-Preview.pdf

190204-Cignal-OPTEQ-AI-4Q18-5G-and-Optical-Part-I.pdf

190110-Cignal-OPTEQ-AI-3Q18-Coherent-Port-Pricing-Trends-Report.pdf

181128-Cignal-OPTEQ-AI-3Q18-400ZR-The-4th-Generation-Coherent-Opportunity.pdf

181031-Cignal-OPTEQ-AI-3Q18-2018-SCTE-Cable-Tec-Expo-Key-Optical-Topics.pdf

181029-Cignal-OPTEQ-AI-2Q18-Infinera-Acquires-Coriant.pdf

181010-Cignal-OPTEQ-AI-2Q18-ECOC-2018-OIDA-Dinner-Cignal-AI.pptx

181010-Cignal-OPTEQ-AI-1Q18-Third-Generation-Coherent-Technology.pdf

180112-Cignal-OPTEQ-AI-3Q17-CMII-Optical-Roadmap-2022-Chinese.pdf

180112-Cignal-OPTEQ-AI-3Q17-CMII-Optical-Roadmap-2022-English.pdf

170919-Cignal-OPTEQ-AI-2Q17-ECOC-2017-Market-Focus.pptx

170919-Cignal-OPTEQ-AI-1Q17-NGON-Presentation-2017.pptx

160919-Cignal-OPTEQ-AI-2Q16-ECOC2016-Market-Focus.pdf

160321-Cignal-OPTEQ-AI-2Q16-OSA-EXEC-Forum-2016.pptx

160701-Cignal-OPTEQ-AI-1Q16-IIR-WDM-2016-Combined.pdf