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Research analysts who have asked questions during OSI SYSTEMS earnings calls.
Jeff Martin
ROTH Capital Partners
4 questions for OSIS
Also covers: BBSI, BGSF, BWMN +6 more
Josh Nichols
B. Riley Financial
4 questions for OSIS
Also covers: CTLP, DDI, DGII +11 more
Mariana Perez Mora
Bank of America
4 questions for OSIS
Also covers: AMTM, BAH, CACI +7 more
Christopher Glynn
Oppenheimer & Co. Inc.
3 questions for OSIS
Also covers: AIT, AME, AYI +15 more
Lawrence Solow
CJS Securities, Inc.
3 questions for OSIS
Also covers: BTSG, CDRE, CLH +13 more
Matthew Akers
Wells Fargo & Company
3 questions for OSIS
Also covers: BAH, HXL, LDOS +7 more
Seth Seifman
JPMorgan Chase & Co.
2 questions for OSIS
Also covers: ATI, BA, CACI +20 more
Larry Solow
CJS Securities
1 question for OSIS
Also covers: ARCB, BTSG, CDRE +13 more
| Customer | Relationship | Segment | Details |
|---|---|---|---|
U.S. Government | Contracts for security screening solutions and direct product sales | Security | FY2025 direct sales: $182.8 million (11% of $1,713.2 million total revenue) |
Recent press releases and 8-K filings for OSIS.
Broadcom Highlights Co-Packaged Optics Reliability
·$OSISNew Projects/Investments
Product Launch
- Broadcom announced achieving one million cumulative 400G equivalent port device hours of flap-free Co-Packaged Optics (CPO) operation at Meta, underscoring the technology's maturity and production-readiness for hyperscale AI applications.
- The CPO technology significantly reduces optics power by 65 percent compared to pluggable module solutions and has demonstrated higher link reliability, with testing at Meta showing one million link hours without a single link flap.
- This milestone positions CPO as a production-proven enabler for next-generation data center architectures, offering unprecedented bandwidth density and power efficiency, and a sustainable path for hyperscale data centers.
Oct 1, 2025, 1:00 PM