Smartoptics approaches $100M run rate with higher targets in 2Q26Nokia Optical up 29%, 800ZRx forecast drives sharp lift in guidanceApplied Optoelectronics sets unbelievable 17x growth target for next yearCoherent InP capacity to 4x by 2028Lumentum closes in on $1 billion per quarter as scale-across joins the catalyst listFabrinet raises the warning flag about supply constraintsHyperscaler capex and component inflationCorning inks two more hyperscaler dealsCloud and long-haul lift Ciena quarterly optical sales past $1B Download Report Clients login to access Purchase Report Clients log in to access full report