Back to top

communications: Archive

Subhasish Mukherjee

Lumentum's AI Connectivity Portfolio Expands: Is Growth Durable?

LITE's AI networking push gains traction as hyperscaler demand drives record revenues and rapid growth in optical connectivity shipments.

MRVLPositive Net Change AVGONegative Net Change LITENegative Net Change

Zacks Equity Research

How is Ciena Advancing AI and Cloud Network Infrastructure?

CIEN sees hyperscaler AI buildouts driving demand for optical systems, DCI and its new hyper-rail, plus Nubis-powered data center tech.

NOKPositive Net Change CIENPositive Net Change ANETPositive Net Change

Supriyo Bose

LPTH Surges 503% in the Past Year: Should You Stay Invested?

LightPath is up 503% in a year as defense programs, BlackDiamond glass and the G5 Infrared deal lift backlog and revenue momentum.

CTSPositive Net Change FNPositive Net Change LPTHPositive Net Change

Supriyo Bose

KSCP Rides on Holistic Growth: Should You Stay Invested in the Stock?

Knightscope fuels recurring revenue as AI security robots and blue-light towers gain adoption, while CASE Emergency Systems expands its reach.

ADTNPositive Net Change VIAVPositive Net Change KSCPPositive Net Change

Zacks Equity Research

KEYS Q2 Earnings Beat on Communications, Industrial Segment Growth

Keysight posts record fiscal Q2 revenues and orders as demand across AI data centers, semiconductors, wireless and defense fueled growth and a higher 2026 outlook.

CLSPositive Net Change LSCCPositive Net Change MPWRPositive Net Change KEYSPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Deutsche Telekom AG, Telecom Italia S.p.A. and Liberty Global

DTEGY, TIIAY and LBTYA could benefit from rising 5G and fiber demand despite pressure from costs and competition.

LBTYANegative Net Change DTEGYNegative Net Change TIIAYNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Dow, Arrow Electronics and Lumentum

DOW, ARW and LITE gained attention after broker rating upgrades tied to improving earnings outlooks and demand trends.

DOWNegative Net Change ARWPositive Net Change LITENegative Net Change

Aritra Chatterjee

ANET Benefits From Strong Cash Flow Growth: Will it Sustain?

Arista's operating cash flow jumps to $1.69B in Q1 2026 as profit, deferred revenues and working-capital gains fuel growth. Can it last?

JBLPositive Net Change SANMPositive Net Change ANETPositive Net Change

Shreya Majumder

AI Factory Partnership With Rebellions Sends Credo's Shares Up 8%

CRDO jumped 8.3% after teaming with Rebellions to integrate ZeroFlap cables into RebelPOD, targeting scalable AI factories for enterprise inference.

MRVLPositive Net Change AVGONegative Net Change CRDOPositive Net Change

Zacks Equity Research

IDCC Rides on Strength in Licensing Business: Will it Persist?

IDCC's licensing business gains steam with Xiaomi and LG deals, driving record recurring revenues and stronger smartphone market coverage.

QCOMPositive Net Change NOKPositive Net Change IDCCNegative Net Change