• Technical Conference:  30 March – 03 April 2025
  • Exhibition: 01 – 03 April 2025
  • Moscone Center, San Francisco, California, USA

MW Panel I: State of the Industry

Tuesday, 26 March, 10:45 – 12:15

Theater I

Session Description
This Market Watch panel is one of OFC's most highly attended panels. Industry and financial analysts give their views of the optical communications markets. Both historical data and forecasts are included. Top trends in all markets are presented with a focus on specific market data points that are helpful to a wide audience. The entire optical communications value chain will be represented – components, equipment and services.


Tim Doiron, VP Solution Marketing, Infinera, United States


Mike Genovese, Managing Director, Rosenblatt Securities, United States

Meta Marshall, Equity Analyst, Morgan Stanley, United States

Ruben Roy, Managing Director, Stifel, United States

Andrew Schmitt, Founder, Cignal AI, United States

Jimmy Yu, Vice President, Dell'Oro Group, United States