Andrew Schmitt(@aschmitt):Heard Rosenblatt is out with scale out note saying 800zr market share leader is Ciena “based on industry checks”. Getting asked about this, and well it’s bullshit at least as of and through 1H26. The leader is Cisco. And Cisco previewed 3Q shipments at ECOC and they were big. The thing I dislike about the investment business is unlike industry, a lot of time is spent defusing BS. Either this is sloppy work or reality distortion.

2026.09.24 08:58

Heard Rosenblatt is out with scale out note saying 800zr market share leader is Ciena “based on industry checks”. Getting asked about this, and well it’s bullshit at least as of and through 1H26. The leader is Cisco. And Cisco previewed 3Q shipments at ECOC and they were big. The thing I dislike about the investment business is unlike industry, a lot of time is spent defusing BS. Either this is sloppy work or reality distortion.