NeutralMTSIMACOM Technology SolnsMACOM Technology SolnsAAOIApplied Optoelectronics, Inc.Applied Optoelectronics, Inc.COHRCoherent Corp.Coherent Corp.FNFabrinetFabrinetGFSGLOBALFOUNDRIESGLOBALFOUNDRIESLITELumentum Holdings Inc.Lumentum Holdings Inc.MRVLMarvellMarvellTSEMTower SemiconductorTower SemiconductorVIAVViavi SolutionsViavi Solutions

1w ago on

This is going to be a massive week for optical networking. Monday, November 2 $TSEM ER PM $FN ER AH Wednesday, November 4 $GFS ER PM $COHR and $VIAV ER AH Thursday, November 5 $MTSI ER PM $AAOI ER AH $LITE ER AH Then there’s the potential $MRVL / $LITE deal. Bloomberg and Reuters reported advanced talks. The latest reporting points to a possible all-stock deal without a large premium, potentially announced this week. Nothing has been confirmed, and the exchange ratio and terms remain unknown. Between the earnings and a potential deal, we’re about to get a much clearer picture of optical demand, capacity and the competitive landscape. Hopefully the market can be productive and allow any good earnings to be rewarded