Optical transceivers for cloud data centers
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Optical and photonics
Optical components and connectivity for cloud and AI infrastructure.
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Coherent Corp. grants special performance stock unit awards totaling $100 million target value to executive leadership team
On August 27, 2026, the Compensation and Human Capital Committee of Coherent Corp.'s Board approved special one-time incentive awards consisting entirely of performance stock units (PSUs) with an aggregate $100 million target value to five members of its executive leadership team, including CEO James R. Anderson ($50 million), CFO Sherri Luther ($15 million), CTO and EVP, Optical Components Julie Eng ($15 million), Chief Strategy and Legal Affairs Officer Rob Beard ($15 million), and Chief Supply Chain Officer J...
Applied Optoelectronics enters $600 million at-the-market common stock agreement
Because this offering filing discloses no actual results, a beat, miss or in-line assessment against the supplied Q2 2026 guidance is not available. Applied Optoelectronics entered into an Equity Distribution Agreement with Raymond James and Needham under which it may sell up to $600,000,000 of common stock from time to time through at-the-market offerings. Sales, if any, will occur at market prices, with agent commissions of up to 2.0% of gross proceeds and settlement generally on the first business day after a...
Lumentum officer files Form 144 proposing sale of 3,183 common shares
Lumentum Holdings Inc. disclosed a Form 144 notice for officer Vincent D Retort proposing the sale of 3,183 common shares with an approximate aggregate market value of $2,894,715.69. The proposed sale is associated with a Rule 10b5-1 plan or instruction adopted on 2025-11-13 and has an approximate sale date of 2026-08-18; the filing reports no securities sold during the prior three months.
LITE 10-K filed 2026-08-17 | Key takeaways
LITE filed its 10-K; the most relevant disclosure change is expanded Reportable operating segments: Lumentum disclosed it operates in one reportable segment as a single, integrated enterprise following a Q1 FY2026 reorganization; product disaggregation is now Components and Systems versus geography. The prior 10-K disclosed two reportable segments: Cloud & N. Customer concentration: Customer A represented 26.6% of revenue; Customer B represented 15.0% of revenue.
COHR 10-K filed 2026-08-14 | Key takeaways
COHR filed its 10-K; the most relevant disclosure change is expanded Segment reporting reorganization: Effective July 1, 2025, Coherent reorganized from three segments (Networking, Materials, Lasers) into two segments (Datacenter & Communications; Industrial); all prior periods recast. CODM now evaluates segment performance based on segment revenue and segment . Customer concentration: Customer A (MajorCustomerOne) represented 20% of revenue; Customer B (MajorCustomerTwo) represented 12% of revenue.
COHR Q4 FY2026 Non-GAAP EPS $1.74, Beat Guidance by +$0.12
COHR beat prior Q4 FY2026 Non-GAAP EPS guidance by +$0.12. Q4 FY2026 revenue of $2.046 billion increased 33.8% year-over-year (42% on a pro forma basis excluding divested Aerospace & Defense and Munich businesses), with non-GAAP gross margin of 40.2% (+215 bps y/y) and non-GAAP operating margin of 21.8% (+381 bps y/y). Full-year FY2026 revenue reached $7.118 billion (+22.5% y/y) with non-GAAP EPS of $5.61 (+$2.08 y/y). The company issued Q1 FY2027 guidance: revenue $2.2-$2.4 billion, non-GAAP gross margin 39.5%-...
LITE Q4 Call: AI Demand Pulls Forward $1.25B Revenue Target; OCS and High-Power Lasers "Sold Out"
Lumentum's Q4 FY2026 earnings call highlighted a massive acceleration in AI-driven demand, with management pulling forward its $1.25 billion quarterly revenue target by a full quarter. The company is benefiting from a secular shift toward optical connectivity in data centers, evidenced by record 800G shipments and the initiation of 1.6T transceiver production. Management noted that pump lasers and ultra-high-power laser chips are effectively 'sold out' for the foreseeable future, necessitating additional substra...
MTSI Post-Call: 1.6T/800G Ramp Drives Record Backlog; CW Laser Confidence High
MACOM’s fiscal Q3 call reinforced a powerful growth narrative, with management highlighting a record 1.6-to-1 book-to-bill ratio and a massive sequential jump in Data Center revenue. Beyond the immediate Q4 guidance raise, the discussion centered on MACOM’s expanding Served Addressable Market (SAM) to $15B by 2027, underpinned by a doubling of R&D spending over three years and critical technical milestones in high-power CW lasers and Indium Phosphide photonics that position the company to capture significant mar...
AAOI 10-Q filed 2026-08-06 | Key takeaways
AAOI filed its 10-Q; the most relevant disclosure change is added Customer concentration (top three): Q2 2026 10-Q discloses top three customers at 42%, 26% and 24% of revenue (Q2 2026) and 43%, 26% and 24% (6M 2026); the Q1 2026 10-Q did not disclose the top-three breakdown. Customer concentration: Top Ten Customers (aggregate) represented 99% of revenue; Top Ten Customers (aggregate) represented 99% of revenue.
AAOI Q2 2026 revenue $191.9 million, Beat Guidance by +$2.9M
AAOI beat prior Q2 2026 revenue guidance by +$2.9M. GAAP net loss was $22.8 million ($0.28 per basic share), reflecting higher operating expenses and share-based compensation versus a year ago. For Q3 2026, AOI guided revenue of $255 million to $290 million, non-GAAP gross margin of 29% to 30.5%, and non-GAAP net income of $10.1 million to $24.0 million ($0.11 to $0.26 per share).
MTSI 10-Q filed 2026-08-06 | Key takeaways
MTSI filed its 10-Q; the most relevant disclosure change is added Long-term investments (IQE plc): New Long-Term Investments line on the balance sheet of $102.1M as of July 3, 2026, comprising a $90.0M equity-method investment in IQE plc (approximately 12% ownership) and a $12.1M convertible loan note, both accounted for under the fair value option with cha. Customer concentration: Customer A represented 23% of revenue; Customer A represented 19% of revenue.
MACOM reports fiscal Q3 2026 results: revenue $342.2M (+35.8% YoY), GAAP EPS $1.28, and Q4 FY2026 revenue guidance of $415-$425M
MACOM Technology Solutions Holdings reported fiscal third quarter 2026 revenue of $342.2 million, up 35.8% year-over-year and 18.4% sequentially, with GAAP diluted EPS of $1.28 and non-GAAP diluted EPS of $1.40. GAAP operating margin expanded to 22.5% and adjusted operating margin to 31.5%, while nine-month operating cash flow rose 21.6% to $201.6 million. For fiscal fourth quarter 2026, MACOM guided revenue of $415 million to $425 million, adjusted gross margin of 60.0% to 61.0%, and adjusted diluted EPS of $1....
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