And we’re — one of the reasons why we have such strong visibility into Q3 is because of those orders, but some of those were orders ahead of the normal schedule.That’s rather than talk about next year in particular, I’ll say this, Samik. On the first one, you said converged packet, I think you mean the packet networking private portfolio, and you certainly see, you would have been referring to the revenue number.Before turning the call over to Gary, I’ll remind you that during this call, we’ll be making certain forward-looking statements. So that hasn’t changed our perspective of the overall market size opportunity hasn’t changed. I’m assuming the more flattish outlook is more on the telco side. You don’t seem to be overly concerned. Absolutely.
It is simply taking longer than normal to execute with certain customers, but we anticipate that it will shorten over time as conditions continue to improve.Okay. It sounds as though obviously it was another strong quarter. So we’ve got significant time to market advantage.
Last point, Gary, is an important one because we — as you may have known, we’ve released the WaveLogic 5 technology on both our 6500 and our Waveserver platform. And as Jim said, it’s probably going to weigh down on the second half.
I guess I wanted to start by asking about the revenue guidance. So, it’s a key segment both directly and indirectly on our business as well. So we still very much are comfortable with this sort of growth targets we have put out there on the packet piece.Scott, do you want to take the ZR piece?Yeah. Thank you.Yeah. There’s two manifestations of it, Paul; one, with existing large customers where sometimes we’re not even installing, it’s the customer. On the 800 gig, we have engagements with customers across the globe that are of various stages of maturity on, on their optical technology. Scott McFeely, our Senior Vice President of Global Products and Services, is also with us for the Q&A portion of today’s call.Payment service provider PayPal Holdings (NASDAQ: PYPL) reported adjusted EPS of $1.07 on revenue of $5.26 billion for the second quarter of 2020. And if I can just follow-up more in terms of OpEx, but in terms of OpEx planning.
Any opinion expressed in the transcript does not necessarily reflect the views of AlphaStreet, Inc.Thank you. And then, just to be clear, you guys had talked about a $30 million logistics-type issue that you’re talking about here. But the overall sort of secular demand is extremely robust in pretty much all geographies.And then, my follow-up is, does incumbency of Ciena having such a good first mover’s advantage in 100 gig and 400 gig.
Good morning and welcome to Ciena’s 2020 fiscal second quarter review. We’re just not prepared to sort of comment on next year right now, or our three-year guide.© 2020 AlphaStreet Inc. All Rights ReservedToday’s discussion includes certain adjusted or non-GAAP measures of Ciena’s results of operations. As Scott said, in a lot of different applications, be it submarine, be it connecting data centers, we particularly saw strength in Europe. We did see the effects that we expected to from the supply chain, but not a ton of pull forward revenue in the quarter. Ciena Corporation (NYSE:CIEN), a networking systems, services and software company, today announced unaudited financial results for its fiscal second quarter As expected, we experienced some disruptions from our suppliers, including component constraints, extended lead times and reduced or temporarily suspended operations.
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