Ekinops

Analysis and opinion on 3Q25 company results.

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

Join experts from Pioneer, NW Colorado Council of Governments, Ribbon, and Ekinops to hear how modern IP-optical design and automation deliver advanced connectivity for rural and ex-urban communities.

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

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

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.

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.

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.

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.

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

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

Mentioned: Scott Wilkinson on Gen 120P market growth

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.

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

Pluggable coherent optics are changing how networks are built. Learn how to leverage this technology to fit your requirements.