A major focus of the discussion was the ongoing replacement of Huawei equipment in Europe. Stanton characterized the overall opportunity as “somewhere around $800 million annually” that over time shifts away from Huawei to other vendors, calling it a continuing bright spot. He noted activity remains strong, with increased strategy discussions around what to do about the installed base.Looking to 2026, Stanton described the opportunity set as broad-based, citing continued optical momentum and typical seasona ...