Oclaro, Inc. provides optical components, modules and subsystems for the core optical transport, service provider, enterprise and data center markets. The company provides differentiated solutions for optical networks and high-speed interconnects driving the next wave of streaming video, cloud computing, application virtualization and other bandwidth-intensive and high-speed applications. Product Offerings Client Side Transceivers: The company’s pluggable transceiver portfolio includes fixed wavelength SFP at data rates less than 10 Gb/s, Xenpak, X2, XFP and SFP+ at 10 Gb/s, QSFP at 40 Gb/s, CFP, CFP2 and CFP4 at 100 Gb/s. These package form factors support different link distances based on different optical connectors and media types, in both industry standard and proprietary optical specifications. These link distances typically go from 100 meters to 100 kilometers, depending on the laser and receiver technology utilized. Line Side Transceivers: The company’s internal device and sub-assembly technology enables its customers to provide a coherent pluggable 100 Gb/s solution for metro and long haul networks. Tunable laser transmitters: The company’s tunable laser products include discrete lasers and co-packaged laser modulators to optimize performance and reduce the size of the product. The company’s tunable products at the component level include an InP tunable laser chip, an integrated tunable laser assembly (iTLA) and a 10 Gb/s co-packaged laser modulator tunable compact mach-zender. The company also supplies its tunable components into its customers’ 40 Gb/s products. Lithium niobate modulators: The company’s lithium niobate external modulators are optical devices that manipulate the phase or the amplitude of an optical signal. Their primary function is to transfer information on an optical carrier by modulating the light. These devices modulate the lasers of discrete transmitter products, including its own standalone laser products. Transponder modules: The company’s transponder modules provide both transmitter and receiver functions. A transponder includes electrical circuitry to control the laser diode and modulation function of the transmitter, as well as the receiver electronics. The company supplies a small form factor tunable transponder at 10 Gb/s, and large form factor 40 Gb/s transponders based on a differential phase shift keying (DPSK) modulation scheme. Receivers: The company’s portfolio of discrete receivers for metro and long-haul applications includes 10 Gb/s XMD PIN and avalanche photodiode (APD) receivers, 40 Gb/s XLMD PIN receivers, 10 Gb/s coplanar receivers in PIN and APD configurations and 20 Gb/s balanced receivers, coherent receivers and receivers based on photonic integration at both 40 Gb/s and 100 Gb/s data rates. Business Strategy In order to maintain its position as a provider of core optical network components, modules and subsystems, the company is continuing to pursue the following business strategies: increase the focus of the company’s business on its core competencies; maintain focus on communications networks; expand position with tier one customers through technology innovation and manufacturing flexibility; capture share in new and emerging Web 2.0 and datacenter markets; extend optical product differentiation; and match global engineering and manufacturing resources with customer demands. Sales and Marketing The company’s sales and marketing organization, which included direct sales force, customer service, marketing communications and product line specific marketing employees, are located in Canada, China, Germany, Italy, Japan, Malaysia, the United Kingdom and the United States. The company offers support services in connection with the sale and purchase of certain products, primarily consisting of customer service and technical support. Customers The company’s customers are primarily network equipment manufacturers of telecommunications and data communications systems and hyperscale datacenter operators. As of June 27, 2015, Coriant GmbH accounted for 19 percent, Huawei Technologies Co. Ltd accounted for 14 percent and Alcatel-Lucent accounted for 11 percent of the company’s revenues. Its customers include ADVA Optical Networking; Ciena Corporation; Cisco Systems, Inc.; Fiberhome Networks; Juniper Networks, Inc.; Telefonaktiebolaget LM Ericsson; and ZTE Corporation. Research and Development The company spent $46.4 million on research and development, as of June 27, 2015. The company’s research and development facilities are in China, Italy, Japan, the United Kingdom, and the United States. Intellectual Property As of June 27, 2015, the company held approximately 1,000 issued patents worldwide, with additional patent applications pending in various jurisdictions. Competition The company’s principal competitors in the optical subsystems, modules and components industry include Finisar Corporation; JDS Uniphase Corporation; NeoPhotonics Corporation; Avago Technologies Ltd.; Sumitomo Electric Industries, Ltd.; Furukawa Electric Co., Ltd.; and Fujitsu Limited. History Oclaro, Inc. was founded in 1988. The company was incorporated in Delaware in 2004.
oclaro inc (OCLR:NASDAQ GS)
2560 Junction Avenue
San Jose, CA 95134
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