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Earnings Statements
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Hyperscaler CapEx jumps to $127B in Q2
A new Synergy Research Group report revealed that hyperscaler infrastructure builds are focused on high-growth markets.
Sept. 23, 2025
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Ethernet maintains a lead over InfiniBand in the AI race
Sept. 9, 2025
www.ciena.com
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Ciena shutters broadband PON plans to focus on cloud and data center network opportunities
Sept. 8, 2025
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AT&T rules the U.S. Ethernet market
Sept. 5, 2025
www.lumentum.com
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Lumentum’s CEO says cloud is driving datacom growth
Sept. 4, 2025
www.alticeusa.com
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Altice USA’s CEO says it is on track to reach 1M mobile customers by 2027
Sept. 2, 2025
www.att.com
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AT&T remains the dominant Ethernet provider
Sept. 1, 2025
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PODCAST: Frontier’s Mispagel on becoming the second-largest fiber builder in the U.S.
Aug. 29, 2025
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Dycom plots multibillion-dollar data center opportunity
Aug. 29, 2025
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