Radcom (RDCM) shares ended the last trading session 11.4% higher at $14.5. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 2.1% gain over the past four weeks.The increase in share price can be attributed to healthy demand for its cutting-edge 5G assurance solutions, infused with artificial intelligence (AI) capabilities. The strength in demand for its RADCOM ACE platform is prominent across North America and Europe ...

Demand for AI computing power could push data center spending to nearly $7 trillion by 2030.It will be a massive undertaking to build out the hardware and support necessary to power increasingly advanced artificial intelligence and provide it at a global level where billions of people can access it.According to research by McKinsey & Company, the world's technology needs will require $6.7 trillion in data center spending by 2030. Of that, $5 trillion will be due to the rising processing power demands of art ...

Company Performance - Intrusion Inc. (INTZ) shares decreased by 5.43% to $2.09, underperforming the S&P 500's slight loss of 0.01% on the same day [1] - Over the past month, the company's shares fell by 0.9%, lagging behind the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37% [1] Upcoming Earnings - The upcoming earnings disclosure is expected to show an EPS of -$0.09, which represents an 83.02% improvement compared to the same quarter last year [2] - Revenue is projected to be $1.8 million, reflecting a 23.29% increase from the previous year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates predict an EPS of -$0.36 and revenue of $7.65 million, indicating increases of 77.91% and 32.56% respectively compared to the previous year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Intrusion Inc. are important as they reflect changes in short-term business dynamics, with positive revisions indicating analyst optimism [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a track record of outperformance, with 1 stocks averaging a return of +25% annually since 1988 [6] - Intrusion Inc. currently holds a Zacks Rank of 3 (Hold), with the Consensus EPS estimate remaining unchanged over the past month [6] Industry Context - The Computer - Networking industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 46, placing it in the top 19% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

SUGAR LAND, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its second quarter ended June 30, 2025, on Thursday, August 7, 2025. AOI will host a conference call and webcast for analysts and investors to discuss its second quarter 2025 financial results and outlook for its third quarter 2025 at 4:30 p.m. Eastern T ...

AMD at Mobile World Congress 2025 Discover more: https://www.amd.com/en/solutions/telco-and-networking.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-gaming Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow us on Twitch: https://Twitch.tv/AMD Follow us on LinkedIn: https://bit.ly/AMD_on_Linkedin Follow us on Instagram: https://bit.ly/AMD_on_Instagram ©2025 Advanced Micro Devices, In ...

Key Takeaways ANET is seeing strong demand in cloud, AI-focused data centers, and campus enterprise segments. The company launched AI-powered switches, Wi-Fi 7 access points and expanded CloudVision AGNI. ANET faces rising competition as CSCO and HPE boost AI networking with new products and acquisitions.Arista Networks, Inc. (ANET) is witnessing healthy demand across key verticals, including cloud, AI-focused data centers, and campus enterprises. The company boasts a strong presence in the hyperscale AI ...

At the request of Cisco, today's conference is being recorded. If you have any objections, you may disconnect. Now I would like to introduce Sammy Baudry, Head of Investor Relations. Sir, you may begin. Good afternoon, everyone. This is Sammy Baudry, Cisco's Head of Investor Relations, joined by Chuck Robbins, our Chair and CEO, Scott Heron, our CFO, and Mark Patterson, our Chief Strategy Officer. Cisco's earnings press release and supplemental information, including gap-to-non-gap reconciliations, are avai ...

Good morning and good evening, ladies and gentlemen. Thank you for standing by for YALA Group's limited first quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference call is being recorded. Now I would like to turn the call over to your speaker host today, Ms. Kari Gow, Investor Relations Director of the company. Please go ahead, ma'am. Hello, everyone, and welcome to ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies within it Core Insights - Capital expenditure (Capex) for AI infrastructure is expected to remain strong, driven by tier-2 clouds and large enterprises diversifying their spending on data center equipment [2][3] - The transition to 800G networking is anticipated to dominate through 2026, with Ethernet potentially scaling up in networking opportunities [2][5] - Data center equipment spending is diversifying across more cloud players, with a forecasted growth rate of approximately 18% CAGR from 2024 to 2029, reaching around $925 billion [3] Summary by Sections Data Center Equipment Spending - Cloud Provider capex is projected to grow significantly, with more cloud players expected to spend over $5 billion annually, enhancing vendor customer base diversity [3] - Hyperscalers are likely to continue favoring best-of-breed networking providers, while tier-2 cloud providers will prefer full-stack solutions [3] Networking Trends - The transition to 800G is ongoing, with AI players at various stages, and the revenue recognition timeline for networking vendors has lengthened from 1-2 quarters to 2-4 quarters [5] - Vendor diversity for switching silicon is becoming increasingly important for AI workloads, with Cisco and Juniper expected to gain market share [5] Market Dynamics - The report highlights relative strength in Asia and Middle Eastern sovereign AI initiatives, indicating a robust market for data center equipment [3] - Concerns regarding data center switching market share, particularly for Arista, are viewed as somewhat exaggerated [2]

Core Insights - Arista Networks and Ciena Corporation are leading players in the global networking infrastructure industry, with Arista focusing on Ethernet switches and routers, while Ciena specializes in optical networking equipment and solutions [1][2] Arista Networks - Arista holds a leadership position in 100-gigabit Ethernet switches and is gaining traction in 200-and-400-gig high-performance switching products, driven by solid demand trends among enterprise customers [4] - The company has introduced new cognitive Wi-Fi software and expanded its multi-cloud and cloud-native software product family, enhancing its competitive edge [5] - Despite high demand, Arista faces challenges with operating costs, which increased by approximately 22.3% to $417.3 million in Q1 2025 due to rising headcount and product introduction costs [6] - Arista's competitive landscape includes significant competition from Cisco Systems, which poses a risk to its market position [6] Ciena Corporation - Ciena's revenue growth is driven by demand for packet optical transport and switching products, with a focus on diversifying its data center connectivity [7] - The company is investing in the optical fiber market to capitalize on bandwidth demand from network service providers, enhancing its long-term growth prospects [8] - Ciena's WaveLogic 6 Extreme is gaining market adoption, and the company anticipates doubling its coherent, pluggable solutions revenue to at least $150 million in fiscal 2025 [9] - However, Ciena faces challenges from tariffs and rising costs, which could impact margins and international expansion [10] Financial Performance - The Zacks Consensus Estimate for Arista's 2025 sales implies a year-over-year growth of 19.1%, while EPS is expected to grow by 13.2% [11] - Ciena's fiscal 2025 sales are estimated to grow by 14%, with EPS expected to rise by 24.2% [12] - Over the past year, Arista's stock has gained 20.5%, while Ciena's stock has increased by 58.9% [14] - Ciena's shares trade at a forward price/earnings ratio of 26.1, significantly lower than Arista's 39.1, indicating a more attractive valuation for Ciena [16] Investment Outlook - Arista has shown steady revenue and EPS growth, with long-term earnings growth expectations of 14.8%, while Ciena has a higher long-term earnings growth expectation of 34.9% [19] - Despite Ciena's better price performance and valuation metrics, Arista is currently viewed as a better investment option based on its superior Zacks Rank [19]