AI And Market PositioningCiena Corporation is well-positioned for the AI opportunity, with increased investor recognition driving the stock up ~45% year-to-date.
Cloud And Data Center GrowthCiena's cloud exposure is significant, with a ~70% share in long haul DCI markets, where the most growth is expected.
Product Innovation And OpportunityThe company announced their 1.6T Coherent-Lite product, which could be used for shorter-range connections and optical cross-connects, offering new opportunities.