Cisco

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.

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.

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

Two years into the AI boom, a look back at the vendors who benefited.

The inevitable technology that hasn’t happened – yet.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

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%.

Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

Routed Optical Networking Goes Mainstream at Cisco’s PONC 2024. Our thoughts on the customer testimonials, product and technology updates, and live demonstrations.

Cisco executive Bill Gartner highlighted a recent Cignal AI report in a note talking about the benefits and milestones of the company’s Routed Optical Networking (RON) architecture.

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.