The global optical components (OC) market posted more than $6 billion in revenues last year, notes Ovum, down 3 percent from the 2011 level. In a new marketshare alert, the analyst firm found that OC vendors are looking forward to growth in 2013 as a whole after a challenging 2012 and a weak 1Q13 outlook. The 2012 revenue contraction obscured a transition, it points out: the optical communications market moved to new high-speed transmission in 2012. Says Daryl Inniss, practice leader/Components Telecoms, “Vendors have good reason to be cautiously optimistic about 2013 as Ovum believes demand for 100G transmission gear will enter mainstream. Multiple component vendors introduced products like coherent 100G DWDM transponders in anticipation.” Ovum expects the OC market to expand 4 percent this year, in part to support the continuing annual double-digit traffic growth.

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Charter Says See You in September

If there was a subliminal message hiding in Charter’s 2Q26 earnings call Friday, it was, “Wait ’til September.” That’s when the Cox deal closes, a new COO arrives, and the promotional hangover fades. But first, it’s got to deal with worsening broadband losses and a revenue decline.

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