Koontz解释道："在其数据通信业务部门，面向全球收发器市场的EML芯片生产一直受到产能限制，这 种状况预计将持续到2025年底。管理层援引行业预测指出，高速收发器市场将从2023年至2028年维持 30%以上的复合年增长率。其收购的Cloud Light收发器产品现已向全部三家超大规模客户发货， Lumentum计划最终整合其内部连续波激光器。" 他继续表示："我们预计Lumentum将在营收、利润率、盈利和现金流方面交出更好的业绩，随着主要业 务部门步入正轨，其股价应会继续走高。" 重要的是，Lumentum的产能具有通用性，因此公司可以轻松适应EML或硅光收发器设计的需求，而这 些设计似乎正在夺取VCSEL设计的市场份额。" 智通财经APP获悉，投行Needham上调了对电信设备公司Lumentum(LITE.US)的目标价，理由是"激光需 求持续旺盛"，分析师Ryan Koontz将目标价从235美元上调至290美元，重申了对Lumentum的"买入"评 级，并表示该公司正稳步成为AI光学竞赛中的"关键供应商"。该股股价在周一大涨，收涨17.13%。 Needham分析师Ryan Koontz在致客 ...

Nokia unveiled a new strategy on Wednesday focused on artificial intelligence, as the Finnish telecoms equipment maker strives to simplify its business and boost annual core profit by as much as 60% o... ...

By Gianluca Lo Nostro (Reuters) -Nokia unveiled a new strategy on Wednesday focused on artificial intelligence, as it strives to simplify its business and boost ​annual core profit by as much as 60% over the next three years. Beginning ‌in 2026, the Finnish telecoms equipment maker intends to reorganize into two primary businesses: network infrastructure, dedicated to ‌AI and data centres, and mobile infrastructure, focused on core telecoms activities. The company is now targeting annual comparable oper ...

A new asset about to be integrated into the company could give its fundamentals a serious boost.Drone, robot, and telecom equipment specialist Ondas (ONDS +25.34%) was quite the standout on the stock market on the second trading day of the week. Its share price blasted skyward by more than 25% thanks to news of a fresh acquisition. Flying high with the new assetBefore market open, Ondas announced, no doubt with great satisfaction, that it wrapped up its purchase of Israeli counter-unmanned aerial systems (C ...

NEW DELHI: "We are seeing significant interest and traction for our 4G and Advt "We have recently concluded a PoC with a leading network operator in a South Asian country, which is likely to convert to a commercial deployment in the near future," the top executive added.However, the domestic company is already supplying telecom gear to Bhutan Telecom.Success in India, according to him, would serve as a credible reference in the emerging markets of Africa, South-East Asia, Latin America, and the South ...

Financial Data and Key Metrics Changes - RADCOM achieved record revenue of $18.4 million for Q3 2025, representing a 16.2% year-over-year growth with continued profitability and expanding profit margins [6][19] - Non-GAAP operating income reached $3.8 million, which is 20.9% of revenue, marking the highest since 2017 [6][21] - The company generated a positive cash flow of $5.1 million, ending the quarter with a cash balance of $106.7 million and no debt [7][22] Business Line Data and Key Metrics Changes - The company is deepening deployments with existing customers while developing new opportunities, particularly in 5G standalone networks and AI operations [5][8] - RADCOM's high-capacity user analytics solution, powered by NVIDIA, is currently in field trials and is expected to materialize in 2026 [25] Market Data and Key Metrics Changes - The telecom market is experiencing strong and durable tailwinds, with operators increasing investments in AI-native networks to enhance customer experiences and operational efficiency [7][8] - There is a clear industry shift towards cloud-native platforms leveraging AI, particularly in Europe and other regions [12][13] Company Strategy and Development Direction - RADCOM is focusing on converting a strong pipeline into revenue, deepening strategic partnerships, and investing in AI and automation to maintain leadership [16] - The company is enhancing its technology leadership through partnerships with NVIDIA and ServiceNow, which are expected to contribute initial revenue in 2026 [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth for 2026, supported by new opportunities in the market and ongoing customer transformations [32] - The company anticipates sustained investment across its customer base, driven by improving capital conditions [16] Other Important Information - The company announced a leadership transition, with Hadar Rahav leaving and Hod Kohen joining as the new CFO [17] - RADCOM's agentic AI solution received recognition, winning the Best AI/ML Innovation Award at the Global Connectivity Award [15] Q&A Session Summary Question: Early feedback on the high-capacity user analytics solution - Management is excited about the performance seen in field trials and expects materialization in 2026 [25] Question: Trends in expansion with existing customers - There is a solid pipeline building up, with expectations for double-digit growth and more opportunities in 2026 [28] Question: Visibility into next year and major renewals - Management is confident in maintaining double-digit growth, with new opportunities arising from cloud-native and 5G transformations [32] Question: Earnings leverage and spending plans for next year - Plans include increased spending on sales and marketing, as well as R&D [33] Question: 5G Core deployments in various geographies - There is good momentum in 5G Core deployments across the U.S., Europe, and parts of Asia, driving customer excitement [34]

Group 1: Celestica (CLS.US) - Citigroup upgraded Celestica's rating from "Hold" to "Buy" with a target price of $375 [1] - Analyst Atif Malik forecasts a 75% increase in capital expenditure from five major companies, including Oracle, in 2025, followed by a 40% increase in 2026 [1] - Expected growth for Celestica's communication business is projected at 77% in 2025 and 41% in 2026, with EPS estimates raised by 5% and 22% for the fiscal years 2025 and 2026 respectively [1] - Celestica operates two main divisions: Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS), with most revenue coming from the CCS division [1] Group 2: Ciena (CIEN.US) - Citigroup raised Ciena's target price significantly from $141 to $230 [2] - Ciena's data center business is experiencing strong growth momentum following Verizon's announcement to connect to Amazon's cloud service data centers [2] - Ciena specializes in optical transmission technology, serving a diverse range of clients including telecom service providers, network scale providers, cable operators, government entities, and large enterprises [2]

The upcoming report from M/A-Com (MTSI) is expected to reveal quarterly earnings of $0.93 per share, indicating an increase of 27.4% compared to the year-ago period. Analysts forecast revenues of $260.13 million, representing an increase of 29.6% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's earnin ...

Group 1 - Viavi Solutions Inc. experienced a significant stock price increase of 28.7% week-on-week, driven by positive investor sentiment and a bullish business outlook [1][2] - The company anticipates strong ongoing demand for its data center ecosystem and aerospace and defense technologies [1][3] - In the first quarter of fiscal year 2026, Viavi Solutions reported a revenue increase of 25% to $299.1 million compared to $238.2 million in the same period last year, although net loss expanded by 1,089% to $21.4 million from $1.8 million year-on-year [3] Group 2 - For the second quarter of the fiscal period, Viavi Solutions targets revenues between $360 million and $370 million [3] - Investment firm Stifel raised its price target for Viavi Solutions to $18 from $15 while maintaining a "buy" recommendation [4]

Financial Performance Highlights - Revenue reached $299.1 million, exceeding the high end of guidance, a 25.6% year-over-year increase[7, 17] - Non-GAAP Operating Income was $47.1 million, also above the high end of guidance, with a Non-GAAP Operating Margin of 15.7%[7] - Non-GAAP EPS was $0.15, a 150% year-over-year increase[7] - The company generated $31.0 million in operating cash flow and $22.5 million in free cash flow[8] Segment Performance - Network and Service Enablement (NSE) revenue was $216.0 million, up 35.5% year-over-year, driven by strong demand from the data center ecosystem and growth in aerospace and defense products[11] - Optical Security and Performance Products (OSP) revenue was $83.1 million, a 5.5% year-over-year increase, primarily due to strength in Anti Counterfeiting and Other products[13] - NSE Gross Margin increased to 63.0%, up 210 basis points year-over-year, while OSP Gross Margin decreased to 52.3%, down 300 basis points year-over-year[11, 13] Capital Allocation and Outlook - The company successfully closed the acquisition of Spirent's high-speed ethernet, network security, and channel emulation business lines from Keysight, expected to add about $200 million of annual revenue run rate[9] - Refinanced $250 million of 1.625% convertible notes due in March 2026 with $250 million of 0.625% convertible notes due in March 2031[9] - The business outlook for Fiscal Q2 2026 includes revenue between $360 million and $370 million and Non-GAAP EPS between $0.18 and $0.20[14]