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    Mike Genovese • Rosenblatt Securities

    Mike Genovese's questions to Fabrinet (FN) leadership

    Mike Genovese's questions to Fabrinet (FN) leadership • Q4 2025

    Question

    Mike Genovese asked if 800G customers are transitioning to 200G per-lane lasers and whether the noted supply constraints for this technology were impacting multiple customers.

    Answer

    CEO Seamus Grady confirmed that the growth focus for 800G is on 200G per-lane products and that the supply constraints affect both 800G and 1.6T products using this technology. He clarified that while they are engaged with multiple customers, the primary revenue impact from the shortage in the current quarter is with their main datacom customer.

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    Mike Genovese's questions to ADTRAN Holdings Inc (ADTN) leadership

    Mike Genovese's questions to ADTRAN Holdings Inc (ADTN) leadership • Q2 2025

    Question

    Mike Genovese of Rosenblatt Securities requested more detail on ADTRAN's market share gains and asked if operating leverage would again become a key part of the narrative, considering foreign exchange impacts.

    Answer

    CEO & Chairman Tom Stanton detailed market share gains in the US Tier 2 space, cross-selling wins, and new customer additions. SVP & CFO Tim Santo explained that while ForEx caused line-item volatility, it was largely EPS-neutral, and he is building a more robust hedging strategy. Stanton added that the company is at a "tipping point" where operating leverage will become more visible.

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    Mike Genovese's questions to Calix Inc (CALX) leadership

    Mike Genovese's questions to Calix Inc (CALX) leadership • Q2 2025

    Question

    Mike Genovese asked if the third-generation platform is a software-only update, inquired about the drivers of Tier 1 customer strength, and sought management's confidence level in the BEAD program becoming a significant industry catalyst.

    Answer

    CEO Michael Weening confirmed the platform is a software and cloud architecture upgrade that works with all existing systems. CFO Cory Sindelar clarified that large customer strength was mainly due to a reclassification, not a pull-in from a specific Tier 1. Both executives reiterated that the BEAD program is not factored into their forecast, believing it will eventually be significant but will take longer than expected to materialize.

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