更为关键的是，公司发布的2027财年第一财季业绩指引大幅领先市场预期。公司预计第一财季营收在12.3亿至12.8亿美元之间，中值较市场预期高逾8%；调整后每股收益预计为4.05至4.35美元，中值较预期高逾16%；非GAAP经营利润率预计进一步升至约40%。公司CEO Michael Hurlston表示，AI数据中心光通信需求持续强劲，超高功率CPO激光器需求增长、ELS模块获得首批订单，以及NPO业务推进，显示光学技术正开始向机架内连接渗透，显著扩大了公司的光学可服务市场。值得注意的是，因可转换票据转换为股权产生78亿美元一次性非现金债务清偿损失，公司GAAP口径录得净亏损约72亿美元，但这一非现金项目并未影响其强劲的经营基本面。
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