Only thing to look at with $SIVE earnings is forward growth.
Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players. Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799mIn a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding. “The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers).Is also very positive and validates the thesis about volume ramp for photonics. Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come. Overall, very positive.
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