3Q23 Transport Applications Report

Worldwide DWDM deployed bandwidth declined YoY for the first time.

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.

3Q23 Transport Hardware & Markets Report

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

3Q23 Preliminary Transport Hardware & Markets Report

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

Nokia 3Q23 Vendor Summary Report

Optical and routing point to growing weakness in North American carrier Capex.

2Q23 Optical Components Report

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

2Q23 Transport Applications Report

Bandwidth growth and compact modular sales slow as Hyperscalers take their foot off the gas.

2Q23 Transport Hardware & Markets Report

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

2Q23 Preliminary Transport Hardware & Markets Report

Supply chains loosen up and revenue ramps, some service providers express hesitation.

Nokia 2Q23 Vendor Summary Report

Nokia’s optical business continues to grow but routing sales abruptly pull back.

2Q23 Takeaways – TSM NOK ERIC CALX

AI demand at TSMC is insufficient to offset weakness across all its other businesses.

1Q23 Transport Applications Report

The Bandwidth Must Flow: Up 39% YoY

1Q23 Optical Components Report

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

1Q23 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales.

NGON 2023 Show Report

Observations on IP over DWDM and the Optical Edge

1Q23 Preliminary Transport Hardware & Markets Report

Supply chains loosen up and revenue ramps, some service providers express hesitation.

Nokia 1Q23 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

1Q23 Earnings – NOK CALX ERIC

Good wireline results from Nokia and Calix but Mobile capex is tepid

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.