- NPTN took some big hits in Q4 with the absence of Huawei, but it also scored gains as it embarked on life without the latter.
- The positives from NPTN were offset by negatives, which included revising down the growth outlook due to softening demand and the prospect of more weakness ahead.
- NPTN has recently benefited from acquisitions sweeping through the optical industry, but it's anyone's guess whether that will prove to be justified.
- There are arguments to be made for or against NPTN, clouding the road ahead for NPTN.
For further details see:
Some Positives And Negatives From NeoPhotonics