Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
China’s 5 Year Optical Component Plan
China’s Ministry of Industry and Information Technology (MIIT) released a five-year plan in December 2017 outlining a roadmap for commercial and technological progress in a broad set of optical technologies. The…
ECOC 2017 – China Observations
This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.
Topics include:
China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…
Fujitsu 2Q17
Cignal AI summary and analysis of Fujitsu 2Q17 results includes:
Overview of Quarterly Results
Update on 1Finity Products
Open ROADM Deployment Outlook
China ROADM Deployment Outlook
After much of the world already transitioned to all-optically switched ROADM networks, Chinese network operators are preparing to follow suit. Most networks outside of China used optical switching as early…
OFC 2017 – Inside the Datacenter
100G and the Road to 400G
The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.
Investor Call – China 2017, CFP2-ACO, Coherent DSPs
Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….
Investor Call – China, CFP2-ACO, ROADMs & More
Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…
Optical Whitebox – OFC 2016
Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…
OFC 2016 Preview
OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…
Lumentum 4Q15 Earnings Call
Lumentum is the second largest optical component supplier and like Finisar, a bellwether of demand for both telecom and datacom equipment. We look at why their ROADM business is ramping…