ZTE

The optical networking world finally gets a close up view of Acacia’s performance as the company is filing for an IPO. The most recent S-1/A filing by Acacia includes 2015 financial details, which we review through the lenses of Cignal AI’s customer and market knowledge in order to create a fine-grained view of the company’s performance and qualitative outlook. This analysis includes a detailed projection of customer composition for 90%+ of revenue, market share within entire 100G market, and estimates of ASPs beyond what is included in public documents.

Lightwave summarizes the news that the US Dept. of Commerce has blocked all exports to ZTE in China.

The US Commerce department just dropped a bomb on ZTE, requiring all US companies to obtain an export license if they wish to do business with the company. Article updated…