Financial PerformanceThe new Data Infrastructure product portfolio is gaining considerable momentum and is expected to provide a $300-500M in annualized opportunity, reshaping the revenue mix and smoothing cyclical volatility.
Market OutlookPON revenue is expected to double over the next two years, and Wi-Fi 7 launch should drive a significant step up in ASP, better attach rates, and improved gross margin profile.
Product DevelopmentTransition to DOCSIS 4.0, growth in next-gen products (PAM4, mmWave, 5G, Wi-Fi 7).