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
Ribbon reported second-quarter revenue of $192 million, up 18% sequentially and down 13% year over year.
- see our coverage

July 29

Shentel
www.shentel.com
Shentel reported second-quarter total revenue increased 5.5% year over year to $93.5 million, driven by gains in its consumer Glo Fiber and commercial business service units.
- see our business services coverage

July 30

Uniti
www.uniti.com
Driven by gains in its fiber infrastructure and its consumer Kinetic fiber broadband business, Uniti reported consolidated revenues of $909.7 million for the second quarter of 2026.
- see our fiber service coverage

August 4 

Adtran
www.adtran.com
Adtran reported second-quarter revenue was $281.1 million, up 6.1% year-over-year.
- see our coverage

August 5 

Clearfield 
www.clearfield.com
Clearfield reported revenue increased by 13% in the third quarter of fiscal 2026, though industry demand constraints led to a revised full-year sales outlook.
- see our coverage

Lumen
www.lumen.com
Lumen reported second-quarter revenue of $2.81 billion, down from $3.1 billion for the second quarter of 2025, which the company said was in line with expectations and slightly ahead of consensus.
- see our coverage

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

August 26 

Dycom
www.dycomind.com
Driven by robust fiber-to-the-home programs, increased long-haul and middle-mile fiber infrastructure builds and growing maintenance and operations services, Communications revenue was $1.61 billion and grew 16.7% organically.
- see our coverage

September 3

Ciena
www.ciena.com
Led by its Optical Networking segment, Ciena reported Fiscal Q3 2026 earnings of $1.67 billion, coming in at the top end of its guidance. This was a 37% year-on-year increase and another quarterly record.
- see our coverage