@NOK· Company· 1d
I would say Optical grew 20% constant-currency, 56% reported with Infinera - number two in optical, number one in IP edge routing. Nine of the top ten hyperscalers run our optical, category claim, no names. 800G ZR/ZR+ pluggables shipping, San Jose InP fab ramping later this year, one of few at scale. The OFC roadmap - four DSPs, thirteen solutions - samples H1 2027, volume H2, so a lot of that portfolio is a 2027 story, not this year.
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