Lumentum

Datacom is the only highlight this quarter, but it’s a very bright one. The wait for a Telecom turnaround will be a bit longer.

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.

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

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.

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

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.

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.

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

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

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

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

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

Observations on IP over DWDM and the Optical Edge

Revenue tumbled across the board as customers adjust inventory.

Big weakness at the largest vendors of Telecom components

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.

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

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.

Key technology takeaways from OFC 2023.