4Q23 Transport Hardware & Markets Report
Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak
4Q23 Preliminary Transport Hardware & Markets Report
The market slides ex-china as service provider spending stalls.
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.
3Q23 Preliminary Transport Hardware & Markets Report
The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.
GEN120+ Coherent Trials and Deployments
Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.
ECOC 2023 Show Report
800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules
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 – COHR LITE CSCO
Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.
2Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
The Linear Drive Market Opportunity
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
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
1Q23 Preliminary Transport Hardware & Markets Report
Supply chains loosen up and revenue ramps, some service providers express hesitation.
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.