Ciena

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.

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

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

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

Optical revenue grew 27% as its large backlog is turned into revenue.

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

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

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

Supply chains loosen up and revenue ramps, some service providers express hesitation.

The best technical customer conference is back up and running.

The Bandwidth Must Flow: Up 39% YoY

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

North American Cloud operators were the growth engine for optical and packet transport sales.

Supply chains loosen up and revenue ramps, some service providers express hesitation.

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.

How unique is WaveRouter, and does it live up to its lofty expectations?

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

Ciena’s revenue resumed growth as supply chain problems eased and it began shipping against massive backlog.

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.

Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve