Active Insight

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

A Focus on Line Systems and Components

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

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

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.

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

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

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

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

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

Industry leaders are generally pessimistic about sustaining current growth.

Two Markets, Two Product Lines

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

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

The state of the CPO market and outlook for future progress.

Nokia sees light at the end of the spending downturn tunnel, but Optical and Routing revenue remain at historically low levels.

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.