To be fair, the last presentation you're referring to already had "delays" baked in relative to the previous timetables we were given. There's no question we've experienced delays, the question is if there have been further one's since the last acknowledgment. Last slideshow:
100/200G was "production" Q3, now Q4
400G Light Engine was "production" in Q3, now no "production" this year
400G FR4 Receiver was "production" mid Q3, now Q4
400G FR4/DR Optical Eng was "beta" by Q3, now just "alpha" Q4 (was Q2)