October 2, 2025 04:01 AM GMT Telecom & Networking Equipment | North America ECOC 2025: Optical's Moment in the Spotlight After years of largely speed evolutions in optical, the demand for bandwidth is requiring new ideas. While we don't think all of these ideas we heard at ECOC will turn out to be as successful as pitched, or may take longer than expected, there is enough trialing to keep results elevated for now. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research ...