
Marvell Technology, Inc. (NASDAQ:MRVL) Q3 2025 Earnings Call
Operator: Good afternoon, and welcome to Marvell Technology, Inc. Third Quarter of Fiscal Year 2025 Earnings Conference Call. All participants will be in listen-only mode.


Operator: Good afternoon, and welcome to Marvell Technology, Inc. Third Quarter of Fiscal Year 2025 Earnings Conference Call. All participants will be in listen-only mode.

Lumentum Holdings Inc. (NASDAQ: LITE) is a San Jose, California-based global leader in the design and manufacture of optical and photonic products, serving customers across the Americas, Asia

Coherent announced their Q3 2025 earnings on 5/7/2025. View COHR''s earnings results, press release, and conference call transcript at MarketBeat.

Semtech (SMTC) Q2 2026 Earnings Call Transcript DATE Monday, Aug. 25, 2025 at 4:30 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Hong Hou Executive

Ali gave specific guidance: “We anticipate net revenue for the third quarter of fiscal year ''26 to be in the range of $780 million to $830 million. The $805 million midpoint would represent...

Optical Module Supply Chain 2025 Annual Report Data Summary · Issue X The core focus this week is the release of the formal 2025 annual reports by leading A-share optical module

ELSFP: External Light Source Pluggable—an optical module with a high-power laser source positioned externally to the main data transfer path, supporting co-packaged optics in data

Strong Performance: Lumentum''s Q3 revenue surged 90.1% year-over-year to $808.4 million, exceeding analysts'' expectations of $804.3 million, indicating robust performance in the

“Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million. While our top line growth continues to garner headlines, the more impressive part of our

Get the latest news and real-time alerts from Applied Optoelectronics, Inc. (AAOI) stock at Seeking Alpha.

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Credo Technology Group announced their Q3 2026 earnings on 3/2/2026. View CRDO''s earnings results, press release, and conference call

Lumentum stock fell amid fiscal Q3 earnings that topped estimates while revenue boomed but slightly missed Wall Street targets.

When is NVIDIA''s next earnings announcement? View the latest NVDA earnings date, analysts forecasts, earnings history, and conference call transcripts.

Key Metrics: Q3 guidance midpoint implies robust sequential growth. Delivery near or above the high end would further validate real AI demand and market share gains.

On the other hand, the number of new opportunities we are seeing for optical switches is putting tension on our road map, and we are having to make choices across the company in order to

As our key growth drivers of co-packaged optics and optical circuit switches begin to kick in, we would expect further increases in earnings power.” Q3 highlights Net revenue for the third

MACOM (MTSI) Q2 FY2026 earnings call: record bookings, 1.5x book-to-bill, raised data center outlook to 60%+, and Q3 guidance.

Lumentum announced their Q3 2026 earnings on 5/5/2026. View LITE''s earnings results, press release, and conference call transcript at MarketBeat.

And the next big bucket would be the modules -- module makers and the system makers, right? People making optical modules and optical systems. And I would say the next bucket is the

Lumentum expects fiscal Q3 revenues of $780M-$830M, with strong AI and cloud demand driving growth. LITE benefits from hyperscaler demand, DCI momentum, and rising laser

Viavi Solutions Inc. (VIAV) Q3 2026 Earnings Call April 29, 2026 4:30 PM EDTCompany ParticipantsVibhuti Nayar - Director of Investor RelationsIlan Daskal -...

LITE''s fiscal Q3 outlook is likely to have pointed to surging AI-driven demand and strong revenue growth, but premium valuation raises the key question for investors.
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