Under Jay Parikh's ten-year leadership, Facebook built one of the most sophisticated data and networking infrastructures in the world, and collaborated with telcos on open networking.
As coherent optics development moves away from a one-size-fits-all approach, the market will favor vertically integrated suppliers and companies that were once suppliers will be competitors, writes industry veteran Serge Melle.
Also in today's EMEA regional roundup: Sky Mobile sets out its 5G stall; Ericsson pushes eSIM offering; SFR's mission-critical push-to-talk service rides the rails.
The optical networking leader is pounding the table for webscale providers and telcos to move straight to 800G in the coming year, minimizing the competitive momentum of several vendors in the 600G space.
Ciena stock rocketed as it reported year-over-year sales growth of more than 15% and predicted further market share gains and sales hikes.
Ray Mota, CEO and principal analyst for ACG Research, dives into Cisco's 'Internet for the Future' strategy, noting that the key focus is on helping service providers boost capacity as they roll out 5G and other new services while keeping costs in line. That's important because customers are using more bandwidth but aren't paying more for it, notes Mota.