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Datacom and Telecom revenue reached new records of $7.7 billion and $2.0 billion despite supply chain challenges. 800GbE continue to surge as 1.6TbE starts to ship in volume. In Telecom, a big quarter for 1.2T+ embedded and 800ZRx pushed growth.

Uncovering who uses which DSP, and which DSP vendors ship the most volume. Updated with the latest data from 2025.

Datacom revenue crossed $6 billion for the quarter and $19 billion for the year as more than 42 million 400G+ datacom modules shipped. Annual Telecom revenue reached new heights as well, up 35% over 2024.

Datacom revenue passed $5B with 800GbE module growth. Telecom revenue reached a 4-year peak with pluggable coherent modules and components.

Datacom revenues and module shipments roared back from last quarter’s pause and Telecom revenue has recovered. 400ZRx pluggable shipments have slowed, but embedded high speed coherent made up the difference in deployed bandwidth.

Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

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

Datacom revenue and port shipments stalled this quarter. Telecom revenue recovered from the doldrums based on 400G pluggables.

Final report will be issued once all Chinese companies complete 4Q24 reporting.

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

Datacom revenue more than doubled for the second quarter in a row as AI demand for 400GbE and 800GbE modules continued unabated. Telecom revenue has emerged from the depths of its recent decline.

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.

Datacom revenue hit new records with a surge in 400GbE shipments and continued growth in 800GbE. Telecom’s only growth area is 400G coherent pluggables.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

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

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.

Ex-China, revenue drops as service provider spending continues to stall.

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak