1Q26 Vendor Reports and Key Takeaways
Analysis and opinion on 1Q26 company results.
4Q25 Vendor Reports and Key Takeaways
Analysis and opinion on 4Q25 company results.
3Q25 Vendor Reports and Key Takeaways
Analysis and opinion on 3Q25 company results.
Datacom Optics – The AI Winners
Two years into the AI boom, a look back at the vendors who benefited.
3Q23 Takeaways – NOK ERIC TSMC
Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app
2Q23 Takeaways – FN MRVL CRDO
Fabrinet gets a big, legit, AI tailwind
1Q23 Takeaways – FN ADTN LITE COHR
Big weakness at the largest vendors of Telecom components
4Q22 Weekly Earnings – FN COHR LITE
Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum