Ciena CEO Gary Smith is trying not to sound excited.
The company's business is growing fast and it is keeping a balance between selling to web-scale Internet firms and traditional telcos. Ciena's hiring like crazy, lowballing its financial guidance and doing everything it can to seem calm while it's on track to have one of the most profitable runs in its history.
In this podcast, Smith discusses web-scale business demand, Blue Planet software growth, stock market reactions to the company's forecasts, as well as competitive concerns about Cisco and Huawei.
Enjoy this 15-minute chat with Ciena's chief and find out what he's doing to keep the momentum going (hint: he's not buying a boat).
Mireille Hellou recently took charge of an Orange business unit bringing together Californian innovation and the European telco. She talked with Light Reading editor Mitch Wagner about how that focus can be about more than profits.
Dish's chief executive spoke with Light Reading about the company's 5G future, just hours after Dish announced a $5 billion agreement to purchase customers, spectrum and wholesale access from the combined Sprint and T-Mobile.