Industry Analysis · Weekly
Weekly analysis on DWDM, IP transit, submarine cables, peering, and telecom regulation — written for carrier, ISP and enterprise network decision-makers. Curated by the Sofia Connect team.
In four days, the FCC extended US cable licensing to onshore SLTE and the European Commission funded two Regional Hubs and a €40M repair call. One threat, two logics.
LightCounting now expects 800G optical transceiver shipments to more than double in 2026, with 1.6T sales surpassing $2 billion for the first time. For regional carriers, this is the year when the cost-per-bit math for second-generation coherent flips.
Sparkle's MoU with NaiTel and iLevant to extend the GreenMed system into Jordan ties an EU-funded subsea corridor directly into the India–Middle East–Europe Economic Corridor. For SEE carriers, this changes how Europe–Asia traffic will be priced and routed by the late 2020s.
DWDM, submarine cables, IP transit, peering, regulation, M&A — one email per week, written for engineers and decision-makers. No marketing.
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