reported a strong Q2 2026, with record revenue of $191.9 million (+86% YoY) and adjusted EPS of $0.06, both exceeding expectations, while returning to non-GAAP profitability for the quarter. Management said AI-driven demand for its optical networking products continues to outpace production capacity through mid-2027, highlighting robust long-term demand, although its Q3 revenue and EPS guidance was roughly in line to slightly below expectations, which could temper some near-term enthusiasm.