Cisco

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.

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments

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

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.

Ex-China, revenue drops as service provider spending continues to stall.

Optical hardware sales shake off a depressed 2023; Acacia 400ZR shipments resume growth

Ex-China, revenue drops as service provider spending continues to stall.

Join Cisco, Colt, and Telefonica to learn how operators can deliver more capacity from a smaller network footprint with reduced power consumption and operational complexity.

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.

This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.

Mentioned: Scott Wilkinson on interoperable PCS and 800ZR

Mentioned: Kyle Hollasch on Ribbon’s announced interop testing with Cisco