From AT&T to Ciena: Tracking optical earnings in Q2 2026
Check out how the optical industry's key players, including vendors and service providers, performed in the second quarter of 2026.
The second quarter of the 2026 earnings reporting season has begun, and Lightwave is tracking how key players in the optical networking industry segment, which includes optical vendors and business service providers, performed.
Please check here for updates on service providers, vendors, and integrators in this segment.
Also, check out our Q4 2023, Q1 2024, Q2 2024, Q3 2024, Q4 2024, Q1 2025, Q2 2025, Q3 2025, Q4 2025 and Q1 2026.
You can also see how Lightwave tracks the second-quarter 2026 results of major players in the broadband industry.
July 9
Ekinops
www.ekinops.com
Ekinops' Optical Networks segment grew 41% sequentially, driven by strong carrier activity in France and the U.S., with significant contributions from the BEAD program expected soon.
- see our coverage
July 22
AT&T
www.att.com
Driven by growth in Advanced Connectivity fiber and wireless revenues, with fiber revenues including the impact of our first-quarter acquisition of Lumen’s Mass Markets fiber business, AT&T’s second-quarter revenues were $31.6 billion, up 2.5% year-over-year.
- see our broadband coverage
- see our business services coverage
July 24
Verizon
www.verizon.com
Verizon reported second-quarter operating revenue was $34.3 billion, down 0.7 percent year-over-year, as sequential improvement in mobility and broadband service revenue was offset by a nearly 20 percent, or over $1.2 billion, decline in equipment revenue.
- see our business services coverage
July 28
Corning
www.corning.com
Driven by strong Optical Communications and Enterprise sales, Corning’s year-over-year sales grew 17% to $4.74 billion.
- see our coverage
Ribbon Communications
www.ribboncommunications.com
July 29
Shentel
www.shentel.com
July 30
Uniti
www.uniti.com
August 4
Adtran
www.adtran.com
Lumen
www.lumen.com
August 6
Cogent Communications
www.cogentco.com
Lightpath
www.lightpathfiber.com
Lightpath continues to be a shining star in Optimum’s portfolio, driving up Optimum’s business services revenue by 1.2% to $366 million.
- see our coverage
August 11
Lumentum
www.lumentum.com
August 12
Cisco
www.cisco.com
September 3
Ciena
www.ciena.com
TBA
Dycom
www.dycomind.com
About the Author
Sean Buckley
Sean is responsible for establishing and executing the editorial strategy of Lightwave across its website, email newsletters, events, and other information products.
