Nokia

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

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

The Bandwidth Must Flow: Up 39% YoY

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

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

Observations on IP over DWDM and the Optical Edge

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

Nokia’s optical and routing businesses post record quarters.

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

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.

Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve

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

Key technology takeaways from OFC 2023.

Optical and routing sales declined on weakness in Europe and China.

The latest 120+ GBaud coherent technology is arriving.

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

Nokia’s optical and routing businesses post record quarters.

Mentioned: Kyle Hollasch on Nokia’s new PSE-6 coherent solution