The upshot of it all is that Ciena is extending data-networking capabilities to its switches, add/drop multiplexers, and other equipment, in a mission to consolidate functionality and save carriers money.
Here's what they're announcing:
Ciena's strategy and today's document dump are a nod to carriers that the company does indeed have a plan. But, of course, it's not out of the woods yet.
"We continue to remain skeptical of Ciena’s long-term strategy, with increased concerns about integration risk, softness in the company’s core business, shareholder dilution, and lack of operating leverage," writes Fulcrum analyst John Anthony in a research note issued last month (see Ciena Gets a Grilling).
That skepticism has weighed on Ciena's share price, but that too could turn around if the company succeeds in its plan to make more (and larger) carriers buy into its data networking story.
— Phil Harvey, News Editor, Light Reading