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November 2023 research note

November 2023 OCP 2023 Draws Networking Crowd

November 2023

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November 2023 research note

November 2023 Q3 2023 Early Earnings Calls Analysis

November 2023

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November 2023 research note

November 2023 Lumentum is back in. Intel is out.

November 2023

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October 2023 research note

October 2023 Huawei Connect – new focus on AI

October 2023

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October 2023 research note

October 2023 ECOC 23: An agenda of serial versus parallel

October 2023

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September 2023 research note

September 2023 Progress in Linear Drive Pluggable Optics

September 2023

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September 2023 research note

September 2023 Progress and surprises in many areas at CIOE 2023

September 2023

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September 2023 research note

September 2023 Optics Grab Attention at Hot Chips 2023

September 2023

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August 2023 research note

August 2023 Inventory dogs OC and semis vendors again in Q2 2023

August 2023

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July 2023 research note

July 2023 To 400G and Beyond

July 2023

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May 2023 research note

May 2023 Applications for F5.5G wireline broadband

May 2023

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May 2023 research note

May 2023 Inventory hits OC and semis vendors hard in Q1 2023

May 2023

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April 2023 research note

April 2023 Emerging market for Linear Drive Optics

April 2023

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April 2023 research note

April 2023 Debate on IP and DWDM continued in early 2023

April 2023

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February 2023 research note

February 2023 Optical Distribution Network Evolution

February 2023

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February 2023 research note

February 2023 Network and component makers face a subdued ICP/CSP spending outlook, a...

February 2023

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February 2023 research note

February 2023 Our industry is at a crossroads

February 2023

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January 2023 research note

January 2023 Priorities of Service Providers for DWDM Networks of the Future

January 2023

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December 2022 research note

December 2022 LightCounting comments on Marvell’s Analyst Day

December 2022

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December 2022 research note

December 2022 10G Everywhere - Highlights of UBBF 2022

December 2022

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Stéphane Téral's Perspective

December 2023 research note

December 2023 ZTE: The Rise of a Revenant

December 2023

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November 2023 research note

November 2023 Brooklyn 6G Summit: 5G is Still in Kindergarten!

November 2023

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November 2023 research note

November 2023 With its Dynamic Service Model, Microsoft’s programmable RAN platform g...

November 2023

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October 2023 research note

October 2023 5G Americas Analyst Forum: Still Stuck in the Early Innings of 5G!

October 2023

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October 2023 research note

October 2023 How 5G and open RAN are making geolocation-based insights a must have fo...

October 2023

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June 2023 research note

June 2023 NVIDIA’s GPU for AI momentum causes extreme “invidia,” will its 5G open vRA...

June 2023

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June 2023 research note

June 2023 AMD’s ascension in the Open RAN market is great news for the ecosystem

June 2023

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May 2023 research note

May 2023 Accelerating and Processing Traditional, Virtual, and Open 5G RAN

May 2023

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May 2023 research note

May 2023 Connect (X) Exposed the U.S. Ambivalence of Open RAN

May 2023

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April 2023 research note

April 2023 Ciena’s Coherent Routing Paves the Way for True IP/Optical Convergence

April 2023

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March 2023 research note

March 2023 As 5G matures, 5.5G steps in as the natural evolution and drives the need...

March 2023

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March 2023 research note

March 2023 MWC23: The Return of a Mobile Wise Congress

March 2023

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March 2023 research note

March 2023 Beam Calibration is in Cohere Technologies’ DNA

March 2023

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January 2023 research note

January 2023 We got 2022 almost right. Now on to 2023!

January 2023

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December 2022 research note

December 2022 Microsoft’s sudden appetite for hollow core fiber

December 2022

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