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I am wondering if you could expand on that and discuss where you are seeing that differentiation, what sorts of use cases you are able to really seize upper hand competitively with your telemetry c...
you expect Velo to really beef up your channel efforts and working with these MSPs. Can you expand that a little bit
their interest in moving past InfiniBand? And also are there opportunities developing with some of these folks to kind of multi-source
Can you maybe speak about its place in your road map and how investors should think about that, the effect on your TAM
Do you feel like that space is defensible for you, and how do you sustain a competitive advantage there?
where we are in terms of a rough count, how your visibility is improving there relative to backlog and specific scale across projects
what kind of supply constraints are you seeing for the industry for your cloud customers?
How has your product mix changed over, say, the last twelve months?
are you you feel that's been an opportunity of strength for you guys to build more share in U. S?
Can you maybe expand on where you are there relative to your own supply versus commercial components?
Is this still dominantly driven by cloud operators or are you seeing much service provider traction?
how, you know, negotiations are going with your customers there, in terms of, you know, passing some of those costs along
would you attribute that coming primarily from kind of top four classic players? Or historically, more recently, you've talked about strength out of the next tier
Is that driven by just purely an improved spending environment. Or maybe are there specific programs or share gains that are driving that uptick?
transition to multi-junction. How are you thinking about that transition relative to that part of the business?
how are you thinking about kind of the timing and your content there for these multi-rail density upgrades on long-haul fiber?
can you remind us where you are in terms of launch, introduction, trials, customer wins
if you pull out the DSP, what is your addressable kind of wallet share there in terms of the bill of materials
how long that dialogue's been going on. Is this relatively new phenomenon you didn't see happening so quickly?
Are you seeing some pushouts? Are you giving customers any kind of time frame breaks because of the breach to migrate those products going end of life?
are you seeing any new activities in the telecom domain around the new 5G core, maybe picking up momentum
Kind of where are you in terms of that making its way through the model? And what's been the customer feedback on that relative to some of your competitors' moves?
How would you characterize kind of where you are in that cycle?
Can you expand on that in terms of where you fit in that supply chain in that value chain?
What are the dynamics both on the supply side as well as your ability to ramp production?
Is that primarily being driven by EMLs today? How do you see the readiness of Sypho at 1.6 being prepared
any update on your plans on, you know, vertically integrating your own CW lasers at 1.6
I wanted to ask about the continuous laser output, how -- that's a new product for you, how you think about that market opportunity
can you kind of educate us a little bit on the competitive environment for the narrow linewidth lasers for Coherent
Can you expand on your opportunities in that market from a component perspective? And how you think about that business over the next 12, 18 months
do you pick up any share shifts from a demand perspective going on with this migration to higher speeds
What are you hearing from your customers, your major cloud-oriented customers about their interest in moving away from Chinese suppliers
How should investors think about the shift toward DCI and how it affects your business
do you feel like that can provide a tailwind to revenue growth even if CapEx numbers aren't going up as fast
How should we think about gross margins as the fiscal year unfolds here
can you maybe talk about what your opportunity is in the module space there? Are you present? Do you have any design wins in ZR today