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Active InsightLatestOptical ComponentsTransport Hardware

2Q26 Vendor Reports and Key Takeaways

Analysis and opinion on 2Q26 company results.
July 31, 2026

This is an actively updated document as vendor results are issued during the quarter – return here for analysis and opinion on 2Q26 company results as they become available. Updates are emailed out to clients each Friday – make sure instant notifications are enabled in your profile.

Real time quantitative Excel results for companies are always available for download (Hardware) (Components). Keep track of data updates with our release notes.


  • Hyperscaler executives defend capex spending, 2027 forecast updated
  • AXT lands Lumentum as third InP LTA in weeks
  • MediaTek: 448G SerDes in development, next generation moves to COUPE
  • Sanmina results point to accelerating growth in optical systems, continued supply chain challenges
  • Ribbon optical flat at $30M as record bookings outrun supply
  • Corning: photonics a $10B business by 2030
  • Maxlinear raises DSP guidance but slips 1.6T production
  • TSMC: COUPE Enters Production
  • Smartoptics up 64%, resets annual revenue target to $300-400M
  • Jabil – Nothing to share on SiPho
  • Ciena wins hyperscaler custom coherent-module business

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    • Research Notes – Active Insight
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