I don't know if the answer is A or B. This circles back to the issue I've hammered several times on this board. The SEC Laws regarding timely release of Material Information to shareholders through public News Releases supercede any non-disclosure agreement. NDAs do NOT trump SEC law. Period.
Material Information is defined as any information that has the potential of dramatically affecting the valuation of an enterprise. The question of which devices passed 2000 hrs of Telcordia testing in the 2019 ECOC presentation, whether BrPhotonics or LWLG Native, becomes a key issue. And that - my friends - is Material Information.