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Semtech Corporation

SMTC

Technology

2w

LPO and Optical Interconnects: Timing, Customer Engagement, and Market Potential

LPO solutions are in testing with multiple hyperscalers, with deployment expected to start in Q4 2025.
The company has broad design wins in 800G and 400G transceivers, with some volume deployment in Q4.
LPO content is present in most transceiver designs, with potential to double SAM if adoption accelerates.
Management sees LPO as an inevitable transition, with early adoption by U.S. and Chinese hyperscalers supporting long-term growth.

Lumentum Holdings Inc.

LITE

Technology

4w

Accelerated Optical Circuit Switch (OCS) Revenue Recognition and Capacity Expansion

Lumentum received its first revenue from optical circuit switches (OCS) in the quarter, with shipments to two hyperscale customers, and a third customer committed for 2026.
The company expects significant revenue contributions from OCS in the first half of 2026, with a more meaningful inflection point in the second half.
In-house OCS manufacturing capacity is being expanded rapidly to meet high demand, with a focus on 300x300 form factors that offer volume advantages.
The largest single purchase commitment in company history was received for ultra-high-power lasers supporting CPO, indicating strong strategic emphasis on this emerging technology.
Investments are underway in U.S.-based wafer fab to support CPO, positioning the company for a revenue ramp in the second half of 2026.
Management highlighted that OCS is expected to be significantly above company average margins and highly accretive as volume scales up.

FN

Technology

3w

Financial Performance Summary

Datacom revenue declined 12% year-over-year but increased 10% sequentially, driven by new higher data rate products.
Full fiscal year 2025 revenue reached a record $3.4 billion, a 19% increase over prior year.
Gross margin in Q4 was 12.5%, better than expected, with operating margin at 10.7%, a 50 basis point improvement from Q3.
Non-GAAP EPS hit a record $2.65 in Q4 and $10.17 for the full fiscal year.
Non-optical communications revenue rose 41% year-over-year to $221 million, with automotive and industrial laser segments performing well.
Optical communications revenue was $689 million in Q4, up 15% year-over-year and 5% sequentially.
Q4 revenue was $910 million, exceeding guidance and up 21% year-over-year and 4% sequentially.
Telecom revenue grew 46% year-over-year to $412 million, driven by data center interconnect (DCI) products.

Ciena Corporation

CIEN

Technology

6d

Ciena's Industry-First AI Infrastructure Wins and Market Impact

Ciena announced two industry-first wins with cloud providers, including a dedicated AI training architecture in North America using RLS platform and WaveLogic 6 nano 800G ZR plug from their interconnects portfolio.
The North American AI training project is expected to ramp to hundreds of millions of dollars over the next several quarters, highlighting a significant new revenue stream.
A focused application inside data centers for out-of-band network management (DCOM), co-developed with a hyperscaler, is streamlining large-scale data center operations and reducing power and space.
Ciena secured significant orders for 400ZR plus pluggables from a major hyperscaler, establishing itself as a leading supplier in this high-demand technology.
These wins demonstrate Ciena's strategic focus on AI infrastructure, positioning the company as a critical enabler in the AI network transformation, with a multi-year investment cycle.

Credo Technology Group Holding Ltd

CRDO

Technology

6d

Credo's Rapid Growth in AI-Driven Connectivity Solutions

Credo achieved a 274% year-over-year revenue increase in Q1 2026, driven by surging demand for AI infrastructure connectivity solutions.
The company’s AEC product line experienced robust growth, with multiple hyperscalers contributing over 10% of revenue each.
Credo's innovative system-level approach and purpose-built technology have positioned it as a leader in the active electrical cable (AEC) market.
Demand for high-speed data rates up to 1.6 terabits per second is accelerating, supporting next-generation AI clusters and data center architectures.
The company’s strategic partnerships and diversified customer base are fueling its expansion into new markets and protocols.
Management emphasized the importance of their unique SerDes technology and integrated system design as key competitive advantages.

Photronics, Inc.

PLAB

Technology

2w

Photronics' US Expansion and Advanced Capabilities Investment Strategy

Photronics is expanding its cleaning facility in Texas to support increased demand for U.S. midrange nodes, reflecting a strategic shift towards geographic diversification.
The company is elevating its leading-edge production capabilities in Idaho with a new multi-beam mask writer to serve high-end semiconductor markets.
These US projects align with broader industry trends of reshoring semiconductor manufacturing to the United States, positioning Photronics to benefit from this reshoring movement.
Management emphasized leveraging a strong balance sheet to reinvest in capacity and technology, aiming to drive future revenue and earnings growth.
The US expansion and advanced capability investments are part of a multi-year strategic plan, with CapEx expected to remain elevated for about three years due to end-of-life tool replacements and new technology rollouts.

NTNX

Technology

1w

Nutanix's Strategic Expansion into External Storage Support

Nutanix announced support for external storage hardware, including Dell PowerFlex and Pure Storage, marking a strategic shift to accommodate existing storage investments.
This new capability allows customers to run HCI and external storage simultaneously, broadening the platform's flexibility and appeal.
The support for Dell PowerFlex was a key win, with initial deals with two North American global 2000 companies, indicating early traction.
Management highlighted that this approach addresses customer needs for risk management during industry M&A and infrastructure modernization.
The company expects the Dell PowerFlex support to contribute to FY 2026 revenue, though it remains in early stages of adoption.

Keysight Technologies, Inc.

KEYS

Technology

3w

Keysight's Strategic Investment in AI Ecosystem and Silicon Photonics

Keysight has made strategic investments in AI-related physical layer solutions and silicon photonics capabilities to support rapid innovation in digital infrastructure.
The company delivered the industry's first protocol layer solution for validating 1.6 terabit performance, a milestone for next-generation networks.
Partnerships with AMD for PCIe gen 6 compliance validation demonstrate Keysight’s focus on enabling AI-ready high-speed interfaces.
Broader adoption of Keysight AI solutions indicates a deepening engagement with customers seeking to streamline AI infrastructure deployment.
Management emphasized that AI is contributing to multiple end markets, with wireline showing early demand inflections.
The company sees AI as a long-term growth driver, with incremental contributions across various sectors, not just initial markets.

SNPS

Technology

23h

Long-term Profitability and Business Model Evolution in IP Segment

Management acknowledged that the shift toward subsystem and chiplet-based IP delivery will impact long-term operating profitability.
The company is exploring new business models, including royalties and higher-value customization, to sustain profitability amid increased complexity.
Leadership emphasized that maintaining high operating margins in the IP segment will require innovative pricing and engagement strategies.
The transition to more customized and integrated IP solutions is expected to involve higher NRE and licensing revenues.
Synopsys is actively assessing how to balance scale, customization, and profitability to ensure sustainable growth in the evolving IP market.

Cisco Systems, Inc.

CSCO

Technology

3w

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.