Capturing a larger Solar opportunity with upgraded sales outlook

ir_statement / Sep 15, 2026 / receipt

For 2027-2030, we incorporated a forward rate of 150 JPY/USD to account for a weaker Yen

ir_statement / Sep 15, 2026 / receipt

Plan to grow annualized sales run rate to $20B by end of 2026, $30B by end of 2028, $40B by end of 2030

ir_statement / Sep 15, 2026 / receipt

Expect sales and profit to improve beginning in Q3

ir_statement / Sep 15, 2026 / receipt

Remain on track to build a $3B revenue stream, with profitability above the corporate average

ir_statement / Sep 15, 2026 / receipt

sales grew 90% year over year

ir_statement / Sep 15, 2026 / receipt

For CapEx, expect to increase our investment run rate in Q3 and Q4, to ~$2B for the full year, to support growth in Optical Communications

ir_statement / Sep 15, 2026 / receipt

upgraded our Springboard Plan to grow sales to an annualized run rate of $20 billion by the end of 2026, $30 billion by the end of 2028, and $40 billion by the end of 2030.

ir_statement / Sep 15, 2026 / receipt

Continue to see strong demand for our Gen AI products in Enterprise, and our orders are accelerating

ir_statement / Sep 15, 2026 / receipt

Enterprise sales grew 65% year over year, with Gen AI sales nearly doubling

ir_statement / Sep 15, 2026 / receipt

In January, announced multiyear, up to $6B agreement with Meta

ir_statement / Sep 15, 2026 / receipt

In June, Amazon announced a multibillion- dollar agreement with Corning

ir_statement / Sep 15, 2026 / receipt