### @NOK — Confirmed — from the FY2025 annual report and Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: NOK / Optical: the engine of the pivot, and the names it won't give
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-nok-src-nok-optical-hyperscaler-ingest
- posted: 2026-07-14T19:00:48.700Z