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Active InsightLatestOptical ComponentsTransport Hardware

1Q26 Vendor Reports and Key Takeaways

Analysis and opinion on 1Q26 company results.
May 15, 2026June 1st, 2026

  • Smartoptics approaches $100M run rate with higher targets in 2Q26
  • Nokia Optical up 29%, 800ZRx forecast drives sharp lift in guidance
  • Applied Optoelectronics sets unbelievable 17x growth target for next year
  • Coherent InP capacity to 4x by 2028
  • Lumentum closes in on $1 billion per quarter as scale-across joins the catalyst list
  • Fabrinet raises the warning flag about supply constraints
  • Hyperscaler capex and component inflation
  • Corning inks two more hyperscaler deals
  • Cloud and long-haul lift Ciena quarterly optical sales past $1B
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