Aug. 6 at 12:49 PM
The headline wasn't the earnings beat. The real story was the outlook.
$MTSI just projected Q4 revenue of
$415M-
$425M, pointing to roughly 24% sequential growth after posting an already impressive 18% QoQ increase. That's the kind of guidance that usually signals demand is accelerating, not peaking.
To me, this reinforces the strength of the 800G and 1.6T optical upgrade cycle and adds another bullish signal for the AI networking theme.
Watch names like
$AAOI,
$ALAB,
$MRVL and
$AVGO. The entire optical supply chain continues to benefit as AI infrastructure spending remains strong.
