Cisco

Fierce Networks reports on Cisco’s multi-rail announcement.

New for this quarter – WDM Pluggable Market Share

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.

Datacom revenue passed $5B with 800GbE module growth. Telecom revenue reached a 4-year peak with pluggable coherent modules and components.

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

All three end customer markets grew worldwide, with worldwide cloud spending growing 64%

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite

Service providers share a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.

Datacom revenues and module shipments roared back from last quarter’s pause and Telecom revenue has recovered. 400ZRx pluggable shipments have slowed, but embedded high speed coherent made up the difference in deployed bandwidth.

The market recovery accelerated in 2Q with Cloud & Colo spending rocketing 50%.

Acacia examines the role of coherent pluggable optics in the roll out of AI training

The worldwide optical transport market accelerated in 2Q as cloud and colo spending rocketed 50% worldwide.

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.