Technology

Fourth quarter revenue is guided to $15 billion to $16 billion, well below a consensus near $17.1 billion, with non-GAAP grossMarginof 38% and EPS of $0.25. The guide includes a roughly $300 million revenue hit and 200 basis points of gross margin impact from …

Revenue was a record $291 million, up 45% sequentially and 118% year over year, against an estimate of $255.9 million. Non-GAAP EPS was $0.72, above $0.56 expected. FPGA revenue was $252 million, up 90%, and the AMIAcquisitioncontributed $39 million for two months.

nLIGHT is a Camas, Washington maker of high-power semiconductor and fiber lasers, fiber amplifiers and beam control systems. It serves aerospace and defense, industrial and microfabrication markets and has about 800 employees.

Investors are weighing a media report that the company told cloud partners to sell at least 51% of services to non-Chinese customers on future contracts. The report landed as the Nasdaq-100 sits in a correction and the chipindextrades in a deep bear market.

Revenue grew 96% year over year and 20% sequentially to $2.313 billion, ahead of an estimate near $2.2 billion. Adjusted EPS was $0.44, against $0.41 expected. U.S. revenue rose 119% to $1.937 billion, and U.S. commercial revenue grew 148% to $984 million, passing U.S. …

Lumentum, based in San Jose, California, makes high-performance lasers, optical transceivers, optical circuit switches and related components for AI data centers, telecom networks and industrial uses. It reported results for its fiscal first quarter of 2027 alongside the announcement.

Marvell designs data infrastructure semiconductors, including custom silicon, optical and electrical interconnect and Ethernet switching products for AI, cloud and carrier customers. Lumentum makes lasers, optical transceivers and optical circuit switches used in AI data centers.