Active Insight
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 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.
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