Lumentum 4Q23 Vendor Summary Report

Revenues continue to be in the doldrums and the slowdown is expected to continue for a couple of quarters before growth returns.

3Q23 Optical Components Report

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.

Building Networks with Pluggable Optics

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

Lumentum 3Q23 Vendor Summary Report

It’s all about the future for Lumentum, with a strong backlog and the incorporation of Cloud Light expected to drive increased revenues into 2024.

Lumentum Buys Cloud Light

On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum, which sold its business in 2019 to CIG.

ECOC 2023 Show Report

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Lumentum 2Q23 Vendor Summary Report

Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.

2Q23 Takeaways – COHR LITE CSCO

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

1Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

NGON 2023 Show Report

Observations on IP over DWDM and the Optical Edge

Lumentum 1Q23 Vendor Summary Report

Revenue tumbled across the board as customers adjust inventory.

1Q23 Takeaways – FN ADTN LITE COHR

Big weakness at the largest vendors of Telecom components

4Q22 Optical Components Report

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Tracking the Coherent DSP Supply Chain

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

Optical Components – 4Q22 Preliminary Report

The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

Lumentum 4Q22 Vendor Summary Report

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

4Q22 Weekly Earnings – FN COHR LITE

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

3Q22 Optical Components Report

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.