Research Notes

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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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December 2022 research note

December 2022 High-performance computing’s in-between period

December 2022

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November 2022 research note

November 2022 Special Focus on Optical Connectivity and AI at OCP Summit

November 2022

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November 2022 research note

November 2022 Cost cutting among the top customers is an early warning for the indust...

November 2022

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October 2022 research note

October 2022 Lots of steady progress and a few surprises at ECOC-2022

October 2022

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September 2022 research note

September 2022 Low latency and power consumption are important issues for Telecom Ser...

September 2022

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September 2022 research note

September 2022 All Optical Networks 2.0

September 2022

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August 2022 research note

August 2022 Google uses optical circuit switching for its data centers

August 2022

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August 2022 research note

August 2022 Reports reveal continued strength in ICP capex in Q2. How long will it la...

August 2022

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August 2022 research note

August 2022 Are Western Lidar Manufacturers Entering a Dark Age While Their Chinese R...

August 2022

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August 2022 research note

August 2022 Optical Technology Directions for Next Generation Fronthaul

August 2022

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July 2022 research note

July 2022 First deployments of IP over DWDM in Europe: the first and the last?

July 2022

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June 2022 research note

June 2022 50G PON looks like a clear winner vs 25G

June 2022

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May 2022 research note

May 2022 Is the world a safer place two years after the US sanctions on Huawei?

May 2022

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May 2022 research note

May 2022 Q1 2022 Earnings Highlights

May 2022

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April 2022 research note

April 2022 Optical connectivity in AI clusters

April 2022

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Stéphane Téral's Perspective

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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November 2022 research note

November 2022 Mavenir’s Rage Against The (RAN) Machine is paying off

November 2022

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November 2022 research note

November 2022 ZTE’s 5G Summit & User Congress 2022 at Lago Maggiore, Italy

November 2022

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November 2022 research note

November 2022 5G Americas: Oops, we forgot voice!

November 2022

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November 2022 research note

November 2022 fÿuz unfused: disconnect between open RAN, network disaggregation, and...

November 2022

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September 2022 research note

September 2022 Tackling Disaggregation, 6G and Green at NGMN IC&E 2022

September 2022

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August 2022 research note

August 2022 How ZTE’s RIS fixes millimeter waves’ flimsy propagation

August 2022

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June 2022 research note

June 2022 Qualcomm’s “not-so-wize” investment in Cellwize

June 2022

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May 2022 research note

May 2022 Verizon’s 5G failed to propel the Suns to the NBAWC finals

May 2022

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May 2022 research note

May 2022 Qualcomm aces its wireless infrastructure re-entry

May 2022

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May 2022 research note

May 2022 Layer123 Reunion Congress: ETSI ZSM takes centerstage with Nokia and Telefón...

May 2022

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