Lightera Makes Investment in OCCROANOKE, Va. and NORCROSS, Ga., July 7, 2025 /PRNewswire/ -- Optical Cable Corporation (Nasdaq GM: OCC) ("OCC®") and Lightera, LLC ("Lightera") today announced the companies have entered into a strategic collaboration agreement to expand product offerings and solutions—especially for the data center and enterprise sectors. As a global leader in optical fiber and connectivity solutions, Lightera has a long history of industry-leading innovation, design and manufacturing capabi ...

Company Overview - Precision Optics (POCI) is a vertically integrated optics company focused on micro-optics and imaging technologies for the healthcare and defense/aerospace industries[7] - The company's business model involves close collaboration with medical device and defense companies from the early design stages through manufacturing[13, 14] - The company has launched Unity CMOS Imaging Platform to drive growth in development pipeline[11] Financial Performance - The company's revenue has grown from $3.9 million in 2016 to $19.1 million in 2024[51] - The company's gross margin was 30.3% in 2024[54] - The company's adjusted EBITDA was -$1.55 million in 2024[57] Recent Orders and Backlog - The company announced a $9 million production order in May 2024 for a single-use cystoscopy program[47] - The company has minimum purchase commitments of nearly $4 million per year through calendar year 2026 for a top tier aerospace program[47] - The company's current customer program backlog is $6.6 million, expected to be delivered over the next 12 months (as of April 2025)[47] Growth Strategy - The company aims to continue and expand production lines for record backlog, especially for two recent large programs[48] - The company intends to advance pipeline projects to commercialization and expand the pipeline with new development programs leveraging the Unity Platform[48]

Core Viewpoint - Maolai Optics (688502.SH) is accelerating its expansion by issuing convertible bonds to raise up to 581 million yuan for the construction of ultra-precision optical production and R&D projects, which will enhance its production capacity and operational efficiency [1][2]. Group 1: Financial Performance - In Q1 2025, Maolai Optics reported revenue of 142 million yuan, a year-on-year increase of 28.23%, and a net profit of 16.64 million yuan, up 288.73% [5]. - For 2024, the company achieved revenue of 503 million yuan, a 9.78% increase, but net profit decreased by 23.98% to 35.52 million yuan [4]. - The gross profit margin for Q1 2025 was 50.49%, an increase of 1.01 percentage points year-on-year [5]. Group 2: Investment Projects - The ultra-precision optical production project has a total investment of 417 million yuan, with the raised funds expected to cover this amount entirely [2]. - The project is projected to achieve an internal rate of return of 16.51% (after tax) and a payback period of 8.3 years, with expected annual sales revenue of 600 million yuan upon reaching full capacity [2][3]. Group 3: Market Context - The semiconductor equipment market in China has surpassed 200 billion yuan, with photolithography equipment demand being particularly strong, accounting for over 20% of the market [3]. - Maolai Optics aims to leverage its technological and production advantages to expand its market share in the semiconductor ultra-precision optical sector [3]. Group 4: R&D Investment - From 2022 to 2024, Maolai Optics' R&D expenses increased annually, totaling 192 million yuan over the three years [4][5]. - The company has developed several core technologies, contributing to its high gross profit margins, which were 49.52%, 51.89%, and 48.48% for the years 2022, 2023, and 2024, respectively [5].

FORT WORTH, Texas, June 17, 2025 (GLOBE NEWSWIRE) -- Brandon Sisson, CEO of Redacted Optics, today issued the following statement to shareholders following the formal transition of VNUE, Inc. (OTC: VNUE) operations and assets: “It’s hard to put into words the work, sacrifice, and belief it has taken to build this company. What started as a focused mission to innovate the optics space has grown into something far greater—something with the potential to reshape how defense, law enforcement, and sportsmen ope ...

12 June 2025 | 9:11PM HKT GC Tech: Focuslight (688167.SS): Laser and Optics components, rising demand from local SPE and data center We talked to Focuslight (688167.SS, not covered) management recently. Key takeaways 1. Key growth drivers in 2025: Management views laser and optical products for (1) pan-semiconductor, (2) optical communication, (3) AR/ VR market as key drivers this year, and expects to see double digit revenues YoY growth in 2025E. The company has global customer base and is shifting some of ...

Core Viewpoint - Ciena's share price dropped nearly 13% following the release of its fiscal 2025 Q2 results, despite solid revenue and earnings growth driven by AI demand [1][2] Financial Performance - Ciena's fiscal Q2 revenue increased by 24% year over year, while earnings surged by 55% [4] - Sales of optical networking products rose by 38% year over year to $774 million, representing almost 70% of total revenue [4] Customer Insights - Three of Ciena's top five customers are cloud providers, whose investments in AI infrastructure and network expansion significantly contributed to the company's growth [5] - The demand for high-speed data transmission due to AI workloads in data centers is a key driver for Ciena's products [5] Growth Potential - Ciena anticipates AI will be a major growth driver, with a total addressable market projected to reach $26 billion by 2028 [6] - New orders received by Ciena exceeded revenue, with expectations that orders from cloud service providers will double in fiscal 2025 due to AI demand [6][7] Revenue Guidance - Ciena upgraded its fiscal 2025 revenue growth forecast to 14%, up from the previous estimate of 8% to 11% [8] - Analysts have raised revenue estimates for Ciena for the next three fiscal years, reflecting confidence in the company's growth trajectory [9] Earnings Outlook - Analysts project a 24% increase in Ciena's earnings this year to $2.26 per share, with stronger growth expected in subsequent years [11] - Ciena expects future cost reductions to improve margins, targeting a gross margin in the mid-40% range in a couple of years [13] Stock Price Potential - A combination of robust revenue growth and margin improvement could lead to significant earnings growth, with projections of $4.31 per share in a couple of years [14] - If Ciena trades at 27 times earnings, the stock price could reach $118, representing a 64% increase from current levels [15]

Core Insights - The Zoom Lens Market is projected to grow from USD 268.48 million in 2024 to USD 359.20 million by 2032, with a CAGR of 3.76% from 2025 to 2032 [1][7]. Market Growth Drivers - The growth of the Zoom Lens Market is driven by applications in surveillance, medical imaging, industrial automation, and transportation, with significant contributions from IoT and AI integration in surveillance systems [1]. - The U.S. market size is expected to increase from USD 63.29 million in 2024 to USD 72.15 million by 2032, growing at a CAGR of 1.70% [1]. Regional Outlook - North America held a 38.65% revenue share in 2024, leading the market due to advancements in surveillance and industrial automation [4]. - Asia Pacific is anticipated to grow at the fastest CAGR of 4.81% from 2025 to 2032, driven by consumer electronics and smart city initiatives in countries like Japan, China, and India [5]. Market Segmentation by Product Type - The Electric Zoom segment dominated the market in 2024 with a 62.87% revenue share, supported by demand in surveillance and broadcasting [8]. - The Manual Zoom segment is projected to grow at a CAGR of 5.29% from 2025 to 2032, appealing to budget-conscious users and hobbyists [9]. Market Segmentation by Application - The Security Monitoring segment held the largest market share at 32.82% in 2024, driven by the demand for high-resolution surveillance [10]. - The Industrial Automation segment is expected to grow at a CAGR of 5.22% by 2032, reflecting the increasing applications in machine vision and robotics [11]. Key Industry Players - Major players in the Zoom Lens Market include Young Optics, Fujifilm Holdings Corporation, IOT Lenses, Canon, Nikon, SONY, Tamron, CBC, Kenko, and Kowa [12].

Company Expansion - LaCroix Precision Optics is expanding its manufacturing operations in Batesville, Arkansas, creating 107 new jobs over five years with an investment of $13.8 million [1][2] - The expansion is driven by a multi-year military contract aimed at restoring a critical supply chain to the United States, which will enhance the company's capabilities with advanced equipment and additional manufacturing space of 18,750 square feet [2][4] Economic Impact - The expansion is seen as a significant win for the Batesville community, contributing to local job creation and economic growth [5][6] - Arkansas officials highlight the pro-business climate, low costs, and experienced workforce as key factors attracting investments like that of LaCroix Precision Optics [4][3] Company Background - LaCroix Precision Optics has been a family-run business for nearly 60 years, originally founded in Chicago in 1947 and fully relocating to Batesville in 1976 [3][7] - The company specializes in high precision optics, producing a range of custom optics including spherical lenses, achromats, and prisms [3][7] Future Prospects - Construction for the expansion has already commenced, with operations expected to start in December 2025 [5] - Applications for new positions are currently open, indicating ongoing growth and opportunities within the company [6]

Core Insights - Precision Optics Corporation is relocating its corporate offices and engineering development from Gardner, MA to Littleton, MA to enhance production capabilities and address a growing backlog [1][2] - The move is part of a strategic initiative to consolidate production at existing facilities in Gardner and to tap into a broader engineering talent pool in Massachusetts and Maine [1][2] - The new corporate headquarters will be located at 550 King St, Building A, Suite 100, Littleton, MA, effective August 1, 2025 [2] Company Overview - Founded in 1982, Precision Optics is a vertically integrated optics company focused on advanced optical instruments for the medical and defense/aerospace industries [3] - The company leverages proprietary micro-optics, 3D imaging, and digital imaging technologies, providing services from product concept to mass manufacture [3] - Precision Optics supports next-generation medical device companies by providing enhanced imaging systems for minimally invasive surgery and 3D endoscopy systems [3] - The company also applies its micro-optics expertise to defense/aerospace applications, emphasizing high quality and optimization of size, weight, and power [3]

Summary of Lumentum (LITE) Conference Call Company Overview - **Company**: Lumentum Holdings Inc. (LITE) - **Industry**: Optical components and solutions Key Points and Arguments Financial Performance and Guidance - Lumentum raised its earnings guidance for June, expecting to reach $500 million in revenue a quarter earlier than previously anticipated, while maintaining a target of $600 million for future quarters [6][8] - The company is experiencing broad-based strength across its business segments, which has led to an upgrade in revenue guidance [6][8] - The CEO emphasized the importance of operational execution and streamlining projects to improve performance [13][16] Strategic Focus and Business Dynamics - The CEO highlighted a shift towards focusing on fewer projects to enhance execution and operational efficiency, reducing the number of initiatives by about 50% [14][16] - Lumentum is focusing on its module business, Optical Circuit Switching (OCS), and co-packaged optics as key growth drivers for 2026 [7][16] - The company aims to improve gross margins, targeting a return to the 40% range, with aspirations to reach the 50% margin level in the long term [20][21] Market Position and Competitive Landscape - Lumentum's primary competitors include Coherent and various Chinese suppliers, with the company currently not doing business in China due to market restrictions [24][25] - The CEO noted that the optical industry is evolving, with a shift towards more balanced relationships between suppliers and customers, allowing for better pricing power [22][23] - The company is strategically selective about which market segments to pursue, focusing on higher-margin opportunities [26][27] Optical Circuit Switching (OCS) and Co-Packaged Optics - OCS is gaining traction, with significant power and cost savings demonstrated by Google, leading to increased interest from other hyperscalers [32][33] - Lumentum is positioned to compete effectively in new deployments, leveraging technical advantages in insertion loss and cost [33][35] - The company is optimistic about the adoption of co-packaged optics, particularly as hyperscalers begin to deploy NVIDIA's turnkey solutions [47][49] Supply Chain and Capacity Challenges - Lumentum has doubled its EML laser capacity over the past year but still faces challenges in meeting demand [66][67] - The company plans to allocate more capacity to its own modules, which is expected to improve margins significantly [70] Telecom Business Recovery - The telecom segment has seen a decline from historic highs but is showing signs of recovery, particularly driven by demand from hyperscalers [60][61] - The CEO indicated that while the business may not return to previous peak levels, incremental growth is expected in the coming quarters [61] Operational Efficiency and Cost Management - The company is focused on improving operational leverage by streamlining projects and reducing overhead costs [62][63] - Lumentum aims to maintain competitive operating margins while ramping up revenue significantly [64] Additional Important Insights - The CEO's experience in the optical industry and previous roles at companies like Broadcom and Finisar is seen as beneficial for Lumentum's strategic direction [9][10] - The company is committed to leveraging its technical expertise and market position to drive growth and improve profitability [11][12] This summary encapsulates the key insights from the Lumentum conference call, highlighting the company's strategic focus, financial performance, and market dynamics.