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.
2Q23 Transport Hardware & Markets Report
Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.
2Q23 Takeaways – INFN ADTN VIAV
Infinera and Viavi think a turnaround in demand is imminent.
1Q23 Transport Applications Report
The Bandwidth Must Flow: Up 39% YoY
1Q23 Optical Components Report
Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.
1Q23 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales.
NGON 2023 Show Report
Observations on IP over DWDM and the Optical Edge
4Q22 Optical Components Report
Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.
Tracking the Coherent DSP Supply Chain
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
Optical Components – 4Q22 Preliminary Report
The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.
4Q22 Transport Applications Report
Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve
4Q22 Transport Hardware & Markets Report
North American Cloud operators were the growth engine for optical and packet transport sales.
4Q22 Preliminary Transport Hardware & Markets Report
Optical and routing sales declined on weakness in Europe and China.
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.