$LITE earnings transcript TLDRs: - "Our visibility into the timing of CPO scale-up deployments has also sharpened. We remain confident in a demand ram...
Twitter @Serenity
$LITE earnings transcript TLDRs: - "Our visibility into the timing of CPO scale-up deployments has also sharpened. We remain confident in a demand ram...
Serenity: $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.
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.