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Welcome to Transmit, a summary of our latest research and the important trends in the industry.

Optical Component Reports

3Q21-CO-Telecom
We've released the first part of our upcoming Optical Component quarterly reporting service. This part is focused on high-level vendor market share and forecasted spending trends in the sector.

If you're an existing or prospective client and would like to be part of the development process of this new report, please contact us for access.

Live Presentation - Components

OPTCO Summary ppt

Monday, December 20, 2021 – 11 AM EDT (Boston/New York)

Join Scott Wilkinson for a live overview of our initial optical component report and a preview of the detailed reporting categories we plan to add in the next version.

Again, if you're an existing or prospective client and would like to join simply sign up below.

400ZR/ZR+ and Optical Hardware

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Catch a replay and download the slides from Kyle Hollasch's deep dive into 400ZR/ZR+ and the impact it will have on WDM equipment spending.

Catch Up on Active Insight

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Lumentum & Neophotonics Merger
Our observations on the announcement and the impact on the industry.
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II-VI Vendor Summary Report
As part of our new Optical Component coverage, we're continuing our practice of quarterly vendor reports on companies of interest.
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Cisco/Acacia Announces 1.2Tbps Coherent Module
Development moves past 90+ GBaud directly to 120+

Upcoming Events

March 7-10, 2022 - OFC - San Diego, CA