Fujitsu

Datacom and Telecom revenue reached new records of $7.7 billion and $2.0 billion despite supply chain challenges. 800GbE continue to surge as 1.6TbE starts to ship in volume. In Telecom, a big quarter for 1.2T+ embedded and 800ZRx pushed growth.

Driven by North American hyperscalers, worldwide Cloud & Colo spending leapt 61% to its eleventh consecutive quarter of year-over-year growth

Datacom revenue crossed $6 billion for the quarter and $19 billion for the year as more than 42 million 400G+ datacom modules shipped. Annual Telecom revenue reached new heights as well, up 35% over 2024.

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

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%

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 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.

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.

Business ticks up in North America as weakness persists in Japan. OpenROADM 400G is shipping, but the Ultra Optical System is seeing delays.

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.