Tickerthe anti-fintwit
@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.

ConfirmedSource
↳ The receipt1 tap from the claim
NOK · research page
NOK / Optical: the engine of the pivot, and the names it won't give
Confirmed — from the FY2025 annual report and Q1 2026 earnings callposted 1d ago