Earnings Statements | Lightwave Online

Earnings Statements

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Lumentum’s CEO expects co-packaged optics (CPO) interest to accelerate

CPO is a key component of scale-out and scale-up network builds conducted by data center providers to accommodate AI cluster growth.

Dec. 16, 2025

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Ciena’s CEO said telcos had underinvested in their networks

Dec. 15, 2025

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Core routers help drive a 23% surge in Q3 2025 high-end router market

Dec. 15, 2025

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Amazon, Microsoft and Google command 63% of the cloud infrastructure services market

Dec. 9, 2025

Dycom sees multi-billion dollar potential stemming from BEAD program awards.

Dycom’s CEO says it has secured half a billion in verbal agreements for BEAD projects

Dec. 8, 2025

Marvell is acquiring Celestial AI for $3.25 billion, a provider of photonic fabric technology platform for scale-up optical interconnection for data centers.

Marvell’s Celestial AI deal broadens its data center opportunity funnel

Dec. 7, 2025

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CommScope’s CEO says there’s a resurgence in DOCSIS upgrade activity

Nov. 25, 2025

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Uniti’s Kinetic says it has the right MDU broadband product

Nov. 24, 2025

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Verizon to slash over 13K employees as part of customer-focused mission

Nov. 21, 2025

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