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  14 Aug 2026

  Coherent Q4 financials see supply chain wins and scale-across opportunity

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  13 Aug 2026

  AI hyperscale and agentic demands helped Cisco smash revenue records

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  06 Aug 2026

  Lumen Q2 financials pitch NaaS, satellite as future networks as old ones keep hyperscale appeal

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  30 Jul 2026

  Corning targets $10B ‘inside-the-box’ opportunity with AI-driven optics demand

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  14 Jul 2026

  Ericsson sales drop again as component costs and network ‘pressure’ bite

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  12 Jun 2026

  Oracle Cloud Infrastructure revenue up 93% as firm's capex keeps climbing

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  04 Jun 2026

  Ciena rides AI wave to 40% revenue surge as optical demand swamps supply

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  04 Jun 2026

  Broadcom bets big on AI infrastructure as networking and XPU demand hits ‘insatiable’ levels