Case Study

Presentation to Evercore ISI

“Mark is a true industry expert when it comes to all things telecommunications. His insights and knowledge are the best we have seen. Our discussions with Mark have always been hugely productive and informative given his breadth of knowledge across industry trends and competitive dynamics.” —
Amit Daryanani, Senior Managing Director, Evercore

 

Presentation to Evercore ISI, a large investment bank, with many analysts on the teleconference, on the optics space.

 

Mark addressed the following issues:

 

1) Underlying drivers that enable growth in the fiber optics industry broadly and how rising bandwidth demand play out in the industry

 

2) Long-term growth expectations and the impact of recent acquisitions on the competitive dynamics in the industry

 

3) What is fibeReality’s take on 400ZR growth potential and how the hyperscale market evolves in the context of such pluggables?

 

4) Which companies were expected to get to the 400ZR market first and what kind of threat will there be with white boxes/disaggregation by webscalers to optical system houses?

 

5) How do we assess Ciena’s current competitive position relative to prior cycles including the supplier’s key strengths and weaknesses?

 

6) What is the background about Inphi’s ColorZ relatively limited traction beyond Microsoft?

 

7) What is our impression of Ciena’s new routers optimized for 5G fronthaul/backhaul and the potential for the supplier to expand its packet networking business beyond its traditional market?

 

8) How will the present limitations placed on Huawei affect competition for next-gen networks in Europe and which vendors are most likely to replace the Chinese vendor’s optical gear?

 

9) How rapidly do we think 800G will be adopted commercially?

 

10) How will the wave in consolidation in recent years impact pricing dynamics?

Presentation to Evercore ISI

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Presentation to Evercore ISI, a large investment bank, with about 1,000 analysts on the teleconference, on the optics space.

Mark addressed the following issues:

  1. Underlying drivers that enable growth in the fiber optics industry broadly and how rising bandwidth demand play out in the industry

  2. Long-term growth expectations and the impact of recent acquisitions on the competitive dynamics in the industry

  3. What is fibeReality’s take on 400ZR growth potential and how the hyperscale market evolves in the context of such pluggables?

  4. Which companies were expected to get to the 400ZR market first and what kind of threat will there be with white boxes/disaggregation by webscalers to optical system houses?

  5. How do we assess Ciena’s current competitive position relative to prior cycles including the supplier’s key strengths and weaknesses?

  6. What is the background about Inphi’s ColorZ relatively limited traction beyond Microsoft?

  7. What is our impression of Ciena’s new routers optimized for 5G fronthaul/backhaul and the potential for the supplier to expand its packet networking business beyond its traditional market?

  8. How will the present limitations placed on Huawei affect competition for next-gen networks in Europe and which vendors are most likely to replace the Chinese vendor’s optical gear?

  9. How rapidly do we think 800G will be adopted commercially?

  10. How will the wave in consolidation in recent years impact pricing dynamics?

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