Sivers Q2 2026 independent market read — article
Article
Sivers Q2 2026 independent market read — article
Source
Independent same-day read identified the missing piece in the issuer headline: cost of goods sold exceeded revenue, producing an approximately negative 37% gross margin, while the US line fell about 14% after the report. This corroborates that weak current economics—not a generic optical selloff—drove the SIVEF break.
Takeaway
Independent same-day read identified the missing piece in the issuer headline: cost of goods sold exceeded revenue, producing an approximately negative 37% gross margin, while the US line fell about 14% after the report. This corroborates that weak current economics—not a generic optical selloff—drove the SIVEF break.
Related
4 events DateTypeEvent
Aug 8 tweetSerenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO Jul 28 tweetcrux_capital_ — the photonics buildout isn't over, even at the height of fear Sep 2 tweetSerenity - Broadcom's CEO: laser demand "far surpassing supply" Aug 28 ScanOptical Supply Chain Scan Source links
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