IP-over-DWDM Pluggables Forecast
IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments
Tracking the Coherent DSP Supply Chain
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
1Q24 Optical Component Report
Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.
1Q24 Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
1Q24 Preliminary Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
Nokia 1Q24 Vendor Summary Report
Nokia’s optical sales fell -40% YoY as Service Providers tapped the spending brakes worldwide.
Compact Modular Hardware
This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.
4Q23 Optical Component Report
Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.
4Q23 Transport Hardware & Markets Report
Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak
4Q23 Preliminary Transport Hardware & Markets Report
The market slides ex-china as service provider spending stalls.
Nokia 4Q23 Vendor Summary Report
Optical and routing results point to growing weakness in North American carrier capex.
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.