Optical Components – 4Q22 Preliminary Report

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.

4Q22 Transport Applications Report

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

4Q22 Transport Hardware & Markets Report

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

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

4Q22 Preliminary Transport Hardware & Markets Report

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

Maximizing Network Performance with 1.2 Terabit Coherent Optics

The latest 120+ GBaud coherent technology is arriving.

100ZR: Coherent at the Network Edge

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

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Nokia 4Q22 Vendor Summary Report

Nokia’s optical and routing businesses post record quarters.

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Nokia Launches Next-Gen Coherent Optics

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

OFC23 Preview: Is IP-over-DWDM Ready to Cross the Chasm?

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

OFC23 Preview: High-Performance Coherent Optics

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

4Q22 Weekly Earnings – MSFT CALX INTC NOK

Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.

3Q22 Optical Components Report

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.

3Q22 Transport Applications Report

Gen60C modules drive coherent bandwidth growth this quarter while Compact Modular and ROADM equipment sales outperform.

3Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

3Q22 Transport Hardware & Markets Report

Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.

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Nokia 3Q22 Vendor Summary Report

Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.

2Q22 Optical Components Report

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.

2Q22 Transport Applications Report

Coherent bandwidth growth remains muted outside of 400ZR

2Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.