Eoptolink: Large-Scale Demand for Pluggable Optical Modules Certain and Sustained

Eoptolink's insistence that pluggable, NPO and CPO routes are not mutually exclusive is a useful counterweight to the assumption that co-packaged optics will simply displace pluggables. The claim of certain and sustained large-scale pluggable demand implies the company sees no near-term cliff in its core business even as it hedges across all three architectures. What matters is whether that read holds once CPO deployments move from trials to volume, and whether Eoptolink's multi-route positioning translates into share across customer segments rather than just optionality.