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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Optical and photonics companies
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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...
LITE Q1 FY2027 Net revenue $1,006.3 million, Miss Guidance by $-243.7M
LITE miss prior Q1 FY2027 Net revenue guidance by $-243.7M. Lumentum reported Q4 FY2026 net revenue of $1.006 billion, up 109.3% Y/Y, and full-year FY2026 revenue of $3.014 billion, up 83.2% Y/Y. Q4 non-GAAP operating margin was 36.6% and non-GAAP diluted EPS was $3.23. GAAP results for Q4 and full-year FY2026 reflect a one-time, non-cash $7.8 billion loss on debt extinguishment from the equitization of certain convertible notes, producing a Q4 GAAP net loss of $(7.16) billion and FY2026 GAAP net loss of $(6.94)...
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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