Cisco

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

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak

The market slides ex-china as service provider spending stalls.

Worldwide DWDM deployed bandwidth declined YoY for the first time.

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