2Q26 Vendor Reports and Key Takeaways
Analysis and opinion on 2Q26 company results.
Optical Circuit Switching Market – 2Q26
This report updates the total market size, details the Scale Out (TPU) and Scale Up (GPU) opportunities, expands and enhances the list of vendors, and revisits OCS technology.
Coherent Lite: Technology, Applications and Forecast – 2Q26
Latest coverage of Coherent Lite examines the technology’s evolving market prospects, from failed 800G and 1.6T deployments to Google’s emerging 2.4T custom project targeting optical circuit switch applications. The report covers DSP implementations from Ciena, Marvell, and Qualcomm, updated market forecasts, and the long-term potential for Coherent Lite to displace direct-detect optics inside the datacenter at 3.2T and beyond.
1Q26 Vendor Reports and Key Takeaways
Analysis and opinion on 1Q26 company results.
Optical Circuit Switching – 1Q26 Forecast Update
2025 results are updated and the forecast is now 3x higher for 2026 and greater than 40% higher for 2029.
The Optical Circuit Switching Market – 4Q25
In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.
3Q25 Vendor Reports and Key Takeaways
Analysis and opinion on 3Q25 company results.
Coherent Lite: Technology, Applications and Forecast
This report initiates our coverage of Coherent Lite.
OCP25 EMEA Summit Report
1MW racks, 200G LRO, and 100G LRO VCSELs
The Optical Circuit Switching Market – 1Q25
In this update to our OCS report we cover more vendors and technologies, investigate more applications, and introduce a forecasting model.
800ZR/ZR+: Expanding the Pluggable Coherent Market
Join Google, Ciena, and Marvell to learn how pluggable coherent will play an even larger role with the introduction of 800ZR/ZR+ and how its improved performance enables both new service provider applications and a superior DCI solution.
IP-over-DWDM Pluggables Forecast
IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments
The Optical Circuit Switching Market
The current state of the art in OCSs, the players, why it matters today, and forecasts for the future.
The Linear Drive Market Opportunity
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
4Q22 Weekly Earnings – META GOOG AMZN GLW JNPR MTSI
Cloud capex outlook for 2023 summarized
Acacia 1Q20 Vendor Summary Report
Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.
Cisco Buys Acacia
Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.
OFC2019 – Inside the Datacenter
The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.
OFC2019 – Open and Disaggregated Networks
Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.
OFC2019 – Compact Modular
The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.