Uniti Group (UNIT) 2025 Conference June 04, 2025 08:00 AM ET Speaker0 Alright. Let's get started. Good morning. Welcome to the Wednesday morning session of NAREIT REIT week twenty twenty five. My name is Greg Williams. I cover cable, wireless and telco as well as fiber at TD Cowen. I'm joined in this session by the President and CEO of Unity, Kenny Gunderman. Kenny, thanks for joining us. Speaker1 Greg, good morning. It's good to be here. Speaker0 Maybe we could just start with finishing off the quarter in ...

Group 1 - The CPO (Co-Packaged Optics) sector experienced a short-term surge, with companies such as Sray New Materials and Taicheng Light (300570) rising over 10% [1] - Other companies that followed the upward trend include Dekoli, Shijia Photonics, Changguang Huaxin, New Yisheng (300502), and Zhongjing Electronics (002579) [1]

Core Viewpoint - Semilux International Ltd. has received a delinquency notification from Nasdaq due to its failure to timely file its annual report for the year ended December 31, 2024, which may affect its compliance status with Nasdaq Listing Rule 5250(c)(1) [1][2][3] Group 1: Compliance and Reporting - The Company has 60 calendar days from the receipt of the Deficiency Letter to submit a plan to regain compliance with the Listing Rule [2] - Nasdaq may grant an extension of up to 180 calendar days from the due date of the Annual Report, potentially until November 11, 2025, for the Company to regain compliance [2] - The delay in filing the Annual Report is primarily due to the need for additional time to finalize financial statements and prepare the report [3] Group 2: Impact on Listing - The Deficiency Letter does not have an immediate impact on the listing of the Company's ordinary shares on the Nasdaq Capital Market [4] - The announcement is made in compliance with Nasdaq Listing Rule 5810(b), which requires prompt disclosure of deficiency notifications [4] Group 3: Company Overview - Semilux is based in the Cayman Islands and operates through its subsidiaries, including Taiwan Color Optics, Inc., which specializes in optical and 3D sensing technology [5] - The Company focuses on the customization, design, and supply of optical components for various industries, including autonomous driving and intelligent lighting [5] - TCO's products are used in applications such as automotive laser headlight systems and light detection and autonomous driving systems (LiDAR) [5]

Core Insights - Ciena Corporation (CIEN) is set to report its second-quarter fiscal 2025 results on June 5, with earnings estimated at 52 cents per share, reflecting a 92.6% increase year-over-year, and revenues expected to reach $1.1 billion, indicating a 20.3% rise from the previous year [1][8] Financial Performance - Ciena has exceeded the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average earnings surprise of 40% over the trailing four quarters [2] - The company's stock has increased by 67.1% over the past year, outperforming the Zacks Fiber Optics industry's growth of 33.2% [2] Key Drivers of Q2 Results - The ongoing demand for high-speed connectivity, driven by artificial intelligence (AI) and cloud services, is expected to positively impact Ciena's revenue performance in the fiscal second quarter [3] - Ciena's optical networking solutions are projected to generate sales of $678.8 million in Q2, a 21% increase year-over-year [4][8] - Revenues from Blue Planet Automation Software and Services are anticipated to rise by 50% year-over-year to $21.8 million [5][8] Strategic Positioning - Ciena is well-positioned to benefit from investments in AI and cloud infrastructure, with its optical networking technologies being critical for high-speed data transmission necessary for AI workloads [4] - The WaveLogic portfolio, particularly the WaveLogic 6 Extreme technology, has gained traction, adding 20 new customers in Q1, with plans for a nano pluggable launch in fiscal 2025 [6][8] Business Highlights - Ciena's Blue Planet software was adopted by Telefonica Germany for network automation and 5G monetization, marking a significant advancement in network management [11] - Swisscom is utilizing Blue Planet to modernize its assurance systems, enhancing network performance management [12] - A successful trial of a 1.2 terabit wavelength service was completed by Ciena and Lumen Technologies, showcasing the capabilities of Ciena's technology [13] Revenue Projections - For Q2, revenues from Global Services and Platform Software and Services are expected to be $156.3 million and $117.9 million, reflecting year-over-year increases of 16.1% and 38%, respectively [10]

Summary of Precision Optics Corporation (POCI) Conference Call Company Overview - **Company Name**: Precision Optics Corporation (POCI) - **Ticker Symbol**: POCI, traded on NASDAQ - **Industry**: Optical systems design and manufacturing, focusing on medical devices and defense aerospace applications [2][3] Core Business Model - **Business Model**: Develops technology in optical systems, collaborates with customers to design products, and handles manufacturing [4][5] - **Revenue Growth**: Recent transition from product development to manufacturing is expected to significantly impact revenue positively [6][8] Financial Performance - **Revenue Trends**: Revenue has shown continuous growth over the past seven to eight years, with a slight pullback from fiscal 2023 to 2024 due to legacy products going end of life [7][30] - **Fiscal Year**: Fiscal year runs from July 1 to June 30, with expectations of revenue growth resuming towards the end of fiscal 2025 and into 2026 [8][30] - **Gross Margins**: Historically between 30% to 40%, currently lower due to startup challenges with new programs, with a target to return to 40% [31] - **Adjusted EBITDA**: Expected to reach $6 million in the current quarter, indicating a revenue run rate of $24 million, which would surpass breakeven [32][47] Key Technologies and Markets - **Micro Optics**: Focus on small optics for medical devices, particularly endoscopic systems [8][9] - **3D Imaging**: Development of high-precision imaging systems, including UHD and 3D endoscopes [10][14] - **Digital Imaging**: Integration of CMOS sensor technology into medical devices, enabling single-use endoscopes that enhance safety and reduce sterilization concerns [15][16][17] - **Market Segments**: - **Medical Devices**: Major focus area, contributing significantly to revenue [12][17] - **Defense Aerospace**: Represents about 30% of revenue, with opportunities in smaller optics for military applications [18][19] Production and Operational Challenges - **Production Ramp-Up**: Transitioning to larger volume production has faced challenges, including initial yield issues, particularly with the single-use cystoscope production line [36][38] - **Current Status**: Production rates have doubled since resolving initial challenges, with expectations for continued increases [39][42] Future Outlook and Strategy - **Pipeline Development**: Targeting two to four new programs to move into production each year, with several programs expected to commercialize in the next twelve months [50][52] - **Expansion Plans**: Plans to expand production capabilities and update facilities to support growth [28][29] - **Acquisition Strategy**: Continues to look for opportunistic acquisitions that align with technical synergies [30] Conclusion - **Positive Outlook**: The company is at an inflection point with strong customer demand and a focus on executing manufacturing processes, anticipating significant revenue growth in the near future [58][59]

TD Cowen 53rd Annual Technology, Media & Telecom Conference May 28, 2025 Together, Building the Future Safe Harbor Statement Forward-Looking Statements Certain statements in this communication may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Those forward-looking statements include all statements that are not historical statements of fact, including, without limitation, statements regarding the anticipated clo ...

AI制图 增收不增利 资料显示，联合光电主营业务为为市场提供高端光学镜头产品及其应用解决方案，专业从事光学镜头及镜头相关光电器件的研发、设计、生产和销 售。 根据2024年财报中披露的内容，公司产品目前在安防视频监控、新型显示、智能驾驶、人工智能等领域都有广泛应用。其中，安防视频监控领域占 据公司创收的核心地位，而在新型显示领域，上市公司主要布局VR/AR、激光投影等。 年报显示， 2024 年，随着智能驾驶新产线在中山板芙新厂落地，上市公司汽车电子相关产品产能同比提升100%，出货量同比提升超50%，且成 功打入一汽红旗等国内主流车企供应链，并实现与国际知名车企的首次合作突破。 另外， 人工智能领域是上市公司近年重点布局的领域之一， 其设立的全资子公司武汉联一合立技术有限公司专注于无人系统、人工智能的研发和 产业化，主要产品包括智能消杀机器人、智能服务机器人、智能物流机器人及安保巡逻机器人等，已成功应用于医院、机场、海关、工厂等场景。 不过就业绩层面来看，2024年联合光电出现增收不增利的情况。 星标 ★ IPO日报 精彩文章第一时间推送 近期，中山联合光电科技股份有限公司（300691，下称"联合光电"、 ...

ROCHESTER, NEW YORK, May 20, 2025 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (Nasdaq: OPTX), a leading provider of technology products to defense, biomedical, communications, and consumer industry leaders, today announced it has secured orders to provide optics for commercial fusion energy. In 2023-24, Syntec Optics entered communications by providing optics used in LEO satellites for space and then data centers for Artificial Intelligence deployment. It has now been part of its strategy to seek energ ...

Shares of Optex Systems Holdings, Inc. (OPXS) have gained 19.1% since the company reported its earnings for the quarter ended March 30, 2025, notably outpacing the S&P 500’s 1% change in the same period. Over the past month, OPXS stock has surged 42.9%, significantly outperforming the S&P 500’s 11.4% rise, reflecting strong investor enthusiasm in response to robust quarterly results and management commentary.For the fiscal second quarter ended March 30, 2025, Optex reported earnings per share of 26 cents co ...

Core Viewpoint - HIKMICRO has launched the HABROK 4K Multi-Spectrum Binoculars, designed to enhance the experience of hunters and wildlife observers by providing advanced imaging capabilities in various lighting conditions [2][11]. Product Features - The HABROK 4K combines a 4K UHD digital camera with a high-sensitivity thermal detector, featuring a 3840 × 2160 resolution and a 60mm lens, allowing for exceptional color fidelity and detail during daylight [3][12]. - The device supports seamless transitions to thermal and night vision modes, enabling users to capture details and heat signatures in low-light conditions, with thermal detection capabilities up to 1,200 meters away [3][12]. - It includes a built-in 1,000-meter laser rangefinder and a detachable infrared illuminator, enhancing distance measurement and clarity in night mode [4][12]. - The binoculars are equipped with Electronic Image Stabilization (EIS) technology to counteract hand tremors, providing a steady view at high magnification [4][12]. - Weighing only 795 grams, the ergonomic design and IP67-rated magnesium housing ensure durability and comfort for extended use in various weather conditions [5][12]. Market Demand and User Needs - Recent market research indicates a growing demand for optics that perform reliably in low-light and variable weather conditions, which the HABROK 4K addresses effectively [6]. - The device's long battery life of over eight hours supports users during extended excursions, while its intuitive interface caters to both experienced and novice users [6]. Corporate Social Responsibility - HIKMICRO has initiated the "Bag the Deal, Share the Care" campaign, where purchasers of the HABROK 4K can register for a complimentary gift, with a portion of proceeds donated to wildlife conservation efforts [8][10]. - The promotion is available in select regions, reinforcing the brand's commitment to ethical hunting and wildlife preservation [10]. Company Background - HIKMICRO is recognized as a global leader in thermal imaging and digital optics, focusing on research-driven product development and user-centric solutions [13].