Serenity Outlook CPO Stock Report Week: LITE Earnings Report Expected to Be Strong, but Pricing Tends to Shift Ahead of Report

August 10. This week, leading US photonics companies such as Lumentum, Coherent, and mining infrastructure CoreWeave will release their earnings reports in quick succession. Serenity anticipates the upcoming CPO Stock Earnings Report Week.

They believe that AAOI's just-released Q2 2026 financial report indicates a 20-40% imbalance in optical transceiver demand, with lasers being the primary bottleneck. During POET's June AGM, it was revealed that the three major laser suppliers will be completely sold out in the next two years, with NVIDIA having secured supply through investment, confirming industry supply-demand tension.

Serenity emphasizes that they do not make earnings predictions because "most of the time it's just like flipping a coin. But I can say that a lot of pricing happens before the earnings report, unless there are very unexpected circumstances. Anyway, I expect LITE's earnings report to be very strong."