If you look at the Product Roadmap on the slides, you will see the now formally acknowledged delayed timetable, looks like about a quarter minimum for all four platforms. Used the last presentation roadmap for comparison:
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)
Not huge delays, but this is a new timetable and it needs to be acknowledged. Cheers.