J P M O R G A N North America Equity Research 18 March 2026 Hardware & Networking OFC Insights: CIEN, CSCO, COHR, FN, & LITE Meeting Takeaways The second day of the Optical Fiber Communication (OFC) Conference had us attending presentations and discussion sessions with Ciena, Cisco, Coherent, Fabrinet, and Lumentum, all of which served to highlight a combination of new growth opportunities being actively pursued across the group as well as continued robust growth in existing product lines, setting the secto ...