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    Tim Savageaux • Northland Capital Markets

    Tim Savageaux's questions to Fabrinet (FN) leadership

    Tim Savageaux's questions to Fabrinet (FN) leadership • Q4 2025

    Question

    Tim Savageaux questioned if management still expects accelerating growth in fiscal 2026, sought details on the accelerated expansion of Building 10, and asked if the new telecom systems win contributed materially in Q4.

    Answer

    CEO Seamus Grady reiterated strong optimism for FY26 growth, driven by Datacom, DCI, and new programs, but did not provide full-year guidance. He confirmed they are evaluating accelerating a portion of Building 10's completion to meet demand, which would increase near-term CapEx. He also noted the new telecom system win began contributing in Q4, but the main ramp is expected throughout FY26.

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    Tim Savageaux's questions to MACOM Technology Solutions Holdings Inc (MTSI) leadership

    Tim Savageaux's questions to MACOM Technology Solutions Holdings Inc (MTSI) leadership • Q3 2025

    Question

    Tim Savageaux of Northland Capital Markets inquired about the drivers for the apparent strength in the cable networking business and asked for clarification on whether the new LPO customer engagements are with new or existing MACOM customers.

    Answer

    President and CEO Stephen Daly confirmed that MACOM's cable infrastructure business, while a small part of the Telecom segment, is growing and moving in the right direction. On the LPO engagements, he stated they are with customers MACOM has previously supported with other products for their traditional pluggable optical modules, indicating they are existing relationships.

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    Tim Savageaux's questions to ADTRAN Holdings Inc (ADTN) leadership

    Tim Savageaux's questions to ADTRAN Holdings Inc (ADTN) leadership • Q2 2025

    Question

    Tim Savageaux from Northland Capital Markets asked for details on the expected drivers of Q3 sequential growth, whether momentum implies Q4 growth, and the factors behind the strong US performance in Q2.

    Answer

    CEO & Chairman Tom Stanton indicated that all product segments are trending positively, with Subscriber Solutions and Optical expected to be particularly strong in Q3. Regarding Q4, Stanton stated that while the company doesn't give guidance that far out, he "would not be surprised" if current momentum overcame seasonal patterns. He attributed the Q2 US growth to a mix of inventory normalization and new business wins.

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    Tim Savageaux's questions to ADTRAN Holdings Inc (ADTN) leadership • Q1 2025

    Question

    Tim Savageaux of Northland Capital Markets asked if ADTRAN is reaching an inflection point in cross-selling synergies and inquired about the potential scale and ramp-up timeline for the new Southern European customer win.

    Answer

    CEO Thomas Stanton affirmed that cross-selling momentum is significantly increasing, citing the new European win and expanded business with two U.S. Tier 2s as proof. He suggested this is partly due to customers completing inventory destocking. For the new European carrier, he indicated they are 'in a hurry' and the opportunity could reach 'tens of millions a quarter' once fully ramped.

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    Tim Savageaux's questions to CommScope Holding Company Inc (COMM) leadership

    Tim Savageaux's questions to CommScope Holding Company Inc (COMM) leadership • Q2 2025

    Question

    Tim Savageaux from Northland Capital Markets sought details on the A&S segment's revenue mix between next-generation DOCSIS 4.0 and legacy products, and asked if RemainCo could achieve double-digit growth.

    Answer

    EVP & CFO Kyle Lorentzen stated that next-gen products now constitute the majority of A&S revenue. He declined to provide a specific 2026 growth guide, citing the cyclical, project-based nature of the A&S business. President & CEO Charles Treadway added that the 2025 EBITDA guidance for RemainCo represents a significant year-over-year improvement.

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    Tim Savageaux's questions to Harmonic Inc (HLIT) leadership

    Tim Savageaux's questions to Harmonic Inc (HLIT) leadership • Q2 2025

    Question

    Tim Savageaux from Northland Capital Markets questioned the baseline for the "above trend growth" expected in 2026, asking about Q4 seasonality. He also probed whether 2026 revenue could reach a new high watermark and sought to assess the inventory situation at Charter.

    Answer

    CFO Walter Jankovic indicated an expectation for sequential growth from Q3 to Q4 but refrained from specific guidance due to uncertainties. He stated it was too early to provide a 2026 revenue target but reiterated confidence based on positive tailwinds. He declined to comment on any specific customer's inventory or ramp schedule, speaking only in general terms about the deployment process.

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    Tim Savageaux's questions to Ribbon Communications Inc (RBBN) leadership

    Tim Savageaux's questions to Ribbon Communications Inc (RBBN) leadership • Q2 2025

    Question

    Tim Savageaux of Northland Capital Markets requested specifics on the record quarter with Verizon, including its revenue contribution, and asked about the dynamics of Verizon's revenue in Q3 and Q4. He also inquired about the strategy of bundling routing solutions with voice deals.

    Answer

    President, CEO & Director Bruce McClelland confirmed Verizon was over 20% of total sales in Q2, a new record. He explained that while Verizon's equipment shipments would be lower in Q3, strong enterprise growth would lead to a consistent overall quarter. McClelland highlighted the "land and expand" strategy of bundling IP routers for traffic aggregation in voice modernization deals, which serves as a key differentiator and entry point into major service provider networks.

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    Tim Savageaux's questions to Calix Inc (CALX) leadership

    Tim Savageaux's questions to Calix Inc (CALX) leadership • Q2 2025

    Question

    Tim Savageaux asked about the dynamics driving strong revenue from large and medium carriers, referencing specific customers like Verizon and CityFibre, and how that might affect the second-half outlook. He also requested more color on a newly won large cloud customer.

    Answer

    CFO Cory Sindelar stated that demand is broad-based and the outlook is not reliant on any specific customer, noting large customer revenue is inherently lumpy. CEO Michael Weening attributed demand to providers choosing Calix as a long-term partner for the AI transition. He confirmed the new win was a 'net new, very large' cloud-only customer, which he views as a positive indicator for the future.

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    Tim Savageaux's questions to Ciena Corp (CIEN) leadership

    Tim Savageaux's questions to Ciena Corp (CIEN) leadership • Q2 2025

    Question

    Tim Savageaux of Northland Capital Markets observed that Ciena's cloud business appeared more diversified among providers in the quarter and asked management to comment on this trend.

    Answer

    President and CEO Gary Smith confirmed the trend, stating that Ciena is seeing a "step function" increase in demand from all four major hyperscalers. He also highlighted that the customer base is broadening to a larger group of cloud players who now recognize the network is critical to monetizing their massive GPU investments, making the demand more diversified and durable.

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