原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
$LITE earnings are out, very strong earnings:
Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth
vs. ~$984.6M
Adj. EPS: $3.23 vs. ~$2.95
Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6%
Q1 FY2027 guidance is probably more important:
Revenue: $1.225–1.275B vs. ~$1.16B
Adj. EPS: $4.05–4.35 vs. ~$3.63
Operating margin (non-gaap) of 39.5% - 40.5%
In terms of notes:
Sees: "Increasing demand for ultra-high-power CPO lasers, an initial order for ELS modules"
- Great read through on other CPO players like $SIVEF, $COHR, and others. (maybe not AAOI since they're missing out on first-gen deployments)
- "Breath of NPO engagements are the first signs that optics are starting to penetrate in-rack connectivity, significantly upping our optical TAM"
- Revenue projections "reaching our target model more than a quarter ahead of schedule."
Extremely strong earnings as expected, you have revenue going from:
$808M -> $1.01B -> $1.25B while operating margin keeps increasing... Just my first impressions.
Most important thing is the earnings call coming up soon.
翻译：
$LITE 的财报已经发布，盈利非常强劲：
收入：$1.01B，环比增长24.5%，同比增长109.3%
预期约为$984.6M
调整后每股收益：$3.23，预期约为$2.95
毛利率（非GAAP）：50.4% / 营运利润率（非GAAP）：36.6%
第一季度FY2027的指导可能更重要：
收入：$1.225–1.275B，预期约为$1.16B
调整后每股收益：$4.05–4.35，预期约为$3.63
营运利润率（非GAAP）为39.5% - 40.5%
其他要点：
预计“超高功率CPO激光器需求增加，ELS模块的首批订单”
- 这对其他CPO玩家如$SIVEF、$COHR等来说是一个很好的参考（可能不包括AAOI，因为他们错过了第一代部署）
- “NPO业务的开始是光学技术开始渗透到机架内连接的首个迹象，这大大增加了我们的光学市场规模”
- 收入预测“提前超过一个季度达到我们的目标模型”
盈利非常强劲，收入从$808M增长到$1.01B，接着到$1.25B，同时营运利润率持续增加... 这只是我的初步印象。
最重要的是即将到来的财报电话会议。
$LITE earnings are out, very strong earnings:
Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth
vs. ~$984.6M
Adj. EPS: $3.23 vs. ~$2.95
Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6%
Q1 FY2027 guidance is probably more important:
Revenue: $1.225–1.275B vs. ~$1.16B
Adj. EPS: $4.05–4.35 vs. ~$3.63
Operating margin (non-gaap) of 39.5% - 40.5%
In terms of notes:
Sees: "Increasing demand for ultra-high-power CPO lasers, an initial order for ELS modules"
- Great read through on other CPO players like $SIVEF, $COHR, and others. (maybe not AAOI since they're missing out on first-gen deployments)
- "Breath of NPO engagements are the first signs that optics are starting to penetrate in-rack connectivity, significantly upping our optical TAM"
- Revenue projections "reaching our target model more than a quarter ahead of schedule."
Extremely strong earnings as expected, you have revenue going from:
$808M -> $1.01B -> $1.25B while operating margin keeps increasing... Just my first impressions.
Most important thing is the earnings call coming up soon.
翻译：
$LITE 的财报已经发布，盈利非常强劲：
收入：$1.01B，环比增长24.5%，同比增长109.3%
预期约为$984.6M
调整后每股收益：$3.23，预期约为$2.95
毛利率（非GAAP）：50.4% / 营运利润率（非GAAP）：36.6%
第一季度FY2027的指导可能更重要：
收入：$1.225–1.275B，预期约为$1.16B
调整后每股收益：$4.05–4.35，预期约为$3.63
营运利润率（非GAAP）为39.5% - 40.5%
其他要点：
预计“超高功率CPO激光器需求增加，ELS模块的首批订单”
- 这对其他CPO玩家如$SIVEF、$COHR等来说是一个很好的参考（可能不包括AAOI，因为他们错过了第一代部署）
- “NPO业务的开始是光学技术开始渗透到机架内连接的首个迹象，这大大增加了我们的光学市场规模”
- 收入预测“提前超过一个季度达到我们的目标模型”
盈利非常强劲，收入从$808M增长到$1.01B，接着到$1.25B，同时营运利润率持续增加... 这只是我的初步印象。
最重要的是即将到来的财报电话会议。
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