1Q25 Optical Component Report

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

1Q25 Transport Hardware & Markets Report

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

Tracking the Coherent DSP Supply Chain – 2025

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

4Q24 Optical Component Report

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

4Q24 Interim Optical Component Report

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

4Q24 Transport Hardware & Markets Report

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

3Q24 Optical Component Report

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.

3Q24 Transport Hardware & Markets Report

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

2Q24 Optical Component Report

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.

2Q24 Transport Hardware & Markets Report

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

Tracking the Coherent DSP Supply Chain

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

1Q24 Optical Component Report

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

1Q24 Transport Hardware & Markets Report

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

4Q23 Optical Component Report

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

4Q23 Transport Hardware & Markets Report

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

3Q23 Transport Applications Report

Worldwide DWDM deployed bandwidth declined YoY for the first time.

3Q23 Optical Components Report

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

3Q23 Transport Hardware & Markets Report

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

2Q23 Transport Applications Report

Bandwidth growth and compact modular sales slow as Hyperscalers take their foot off the gas.