Latest news with #optical
Yahoo
17-07-2025
- Business
- Yahoo
Applied Optoelectronics Announces Date of Second Quarter 2025 Financial Results Conference Call
SUGAR LAND, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ('AOI'), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its second quarter ended June 30, 2025, on Thursday, August 7, 2025. AOI will host a conference call and webcast for analysts and investors to discuss its second quarter 2025 financial results and outlook for its third quarter 2025 at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time the same day. To participate in the call, please dial 844-890-1794 and ask to be joined to the AOI call. A live audio webcast of the conference call and supplemental financials will be accessible from the company's Investor Relations website at Following the webcast, an archived version will be available on the website for one year. A telephonic replay of the call will be available one hour after the call and will be available until August 14, 2025, at 11:59 p.m. Eastern Time / 10:59 p.m. Central Time and may be accessed by dialing 877-344-7529 and entering passcode 7484245. About AOI Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&D facilities in Atlanta, GA, and engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit Investor Relations Contacts: The Blueshirt GroupLindsay Savarese+1-212-331-8417ir@ in to access your portfolio
Globe and Mail
10-06-2025
- Business
- Globe and Mail
DIAGNOS Welcomes Founder of National Vision Associates, Ed Weiner, to its Advisory Board for the United States
BROSSARD, Quebec, June 10, 2025 (GLOBE NEWSWIRE) -- Diagnos Inc. ('DIAGNOS' or the 'Corporation') (TSX Venture: ADK, OTCQB: DGNOF, FWB: 4D4A), a pioneer in early detection of critical health issues using advanced technology based on Artificial Intelligence (AI), is thrilled to announce that Mr. Ed Weiner has joined the Corporation's Advisory Board. Mr. Weiner will team up with Dr. Tomas J. Philipson, former vice chairman and acting chairman of the White House Council of Economic Advisers, to provide valuable insights to DIAGNOS about the US optical market. Mr. Weiner is a seasoned entrepreneur and has been a leader in the optical industry for decades. He was the first to introduce Ralph Lauren Eyewear. He also partnered with Walmart to open 400 optical locations within Walmart's chain of stores. Mr. Weiner was also chairman and founder of National Vision Associates, one of the largest optical retailers in the USA. 'We are honored to welcome Ed to our Advisory Board,' said André Larente, President and CEO of DIAGNOS. 'In our opinion, his deep knowledge of the US optical market will contribute to bring DIAGNOS as one of the main AI driven healthcare solutions among opticians and optometrists across the US.' Mr. Larente added, 'DIAGNOS has built an AI platform to analyze retina images, these images are taken by thousands of optometrists worldwide. According to recent VisionWatch data, the US saw approximately 111 million routine eye exams and 60 million medical eye exams in 2020. DIAGNOS, along with its partners can address this growing market'. DIAGNOS recently opened its US office in south Florida to support its US prospects and clients. About DIAGNOS DIAGNOS is a publicly traded Canadian corporation dedicated to early detection of critical eye-related health problems. By leveraging Artificial Intelligence, DIAGNOS aims to provide more information to healthcare clinicians to enhance diagnostic accuracy, streamline workflows, and improve patient outcomes on a global scale. Additional information is available at and Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Forbes
09-06-2025
- Business
- Forbes
Why Lumentum Stock Could Have 20% Upside Potential
Shares of Lumentum Holdings (LITE) gained momentum after the optical and photonic products manufacturer raised its fiscal fourth-quarter guidance above prior expectations and announced it will reach a key revenue milestone sooner than anticipated. What does Lumentum do? Lumentum designs and manufactures optical and photonic products enabling optical networking and laser applications worldwide and has expertise in foundational Technologies critical to AI. Lumentum's upbeat outlook, strong competitive positioning, robust and innovative product technology, and strategic shift of manufacturing footprint out of China into Thailand appear to be positive developments for investors. Improved Guidance: The company now expects to achieve $500 million in quarterly revenue in Q1 FY26 - one quarter ahead of its previous timeline—signaling stronger-than-expected business momentum. For Q4, Lumentum raised its adjusted earnings per share (EPS) forecast to $0.78–$0.85, up from prior guidance of $0.70–$0.80, and ahead of the $0.75 consensus. This is way higher than the $0.57 eps that it reported for Q3. It also revised its revenue outlook upward to $465 million–$475 million, compared to the previous range of $440 million–$470 million, topping the $457.46 million consensus estimate. This is also sequentially higher from the $425.2 million reported for Q3. The operating margin forecast was raised as well, now projected at 14%–15%, versus the earlier 13%–14% range, also higher than 10.8% operating margin in Q3. Lumentum reaffirmed its longer-term goal of reaching $600 million in quarterly revenue by Q4 FY26 or Q1 FY27. The updated guidance is higher sequentially and reinforces confidence in Lumentum's growth prospects. The company sees its markets growing at a greater than 25% compound annual growth rate over the next five years, driven by an accelerating convergence of optics and electronics. Lumentum has long-term goals of revenue of $750 million a quarter (or $3 billion a year), gross margins above 40% and operating margins greater than 20%. Majority of revenue growth and Greater than 1100 bps of margin expansion are expected to come from AI and cloud businesses. Strong competitive positioning: Despite broader uncertainty, Lumentum's cloud business continues to remain a bright spot. Cloud & Networking revenue climbing 8% quarter-over-quarter and 16% year-over-year on strong hyperscaler demand. Lumentum builds optical components for every type of network virtually. Lumentum said in its Q3 earnings call that it has already secured three major cloud transceiver customer wins and more are expected, thanks to its components being embedded throughout the ecosystem, including within competitor transceivers. In other words, even when a rival supplies the full module, Lumentum still benefits. In Q4, Lumentum expects its overall cloud transceiver revenue to grow over 50% sequentially. It set a record for its EML chipset shipments in the third quarter of 2025, and remains on track to more than double this business by the end of calendar 2025. Strategic navigation of tariff landscape: Higher material costs and tariffs will dent Lumentum's Q4 gross margin by 100-basis-points, yet it sees a sequential increase in gross margins from Q3. Lumentum's decision to expand manufacturing in Thailand while moving out of China looks like smart hedging in an increasingly volatile trade landscape. With Trump's unpredictability and Xi Jinping's hardline posture, a quick resolution to the China-U.S. standoff seems unlikely. For most of its shipments, Lumentum is not the importer of record, which has simplified tariff-related conversations with customers. As the company explained on its Q3 earnings call: Risks LITE's 1-Year Price Return: 80% vs. S&P 500's 12% LITE's 6-month Price Return: -11.6% vs. S&P 500's -1.4%. Lumentum Stock Valuation Lumentum shares are currently trading 20% off their 52-week intraday-high of $104. LITE has a forward Price-to-earnings/Growth (PEG) of 0.60. A PEG below 1 typically suggests a stock may be undervalued relative to its growth prospects. LITE's forward PEG is also way below the sector average of 1.73 and its own 5-year historical average of 1.95. A conservative rerating of PEG to just 0.75 represents about 25% upside from current price levels of around $82, implying a number in the proximity of its 52-week intraday high. Please note that I am not a registered investment advisor and readers should do their own due diligence before investing in the stocks mentioned in the article, or any other stock. I am not responsible for the investment decisions made by individuals after reading this article. Readers are asked not to rely on the opinions and analysis expressed in the article and encouraged to do their own research before investing.
