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communications: Archive

Zacks Equity Research

IDT Stock Slips Post Q2 Earnings Despite Revenue and EPS Growth

IDT reports stronger second-quarter fiscal 2026 revenues and profit as NRS, Fintech and net2phone drive growth, while legacy communications operations face margin pressure.

IDTNegative Net Change

Aritra Chatterjee

Verizon Rides on Solid Subscriber Growth: Will it Boost Revenue?

VZ rides strong wireless subscriber momentum with rising postpaid adds and fixed wireless growth, but expects wireless service revenues to remain flat.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

Can Arista's Latest XPO Optical Modules for AI Networks Drive Growth?

ANET unveils liquid-cooled XPO optical modules delivering 12.8 Tbps each, boosting rack capacity 4x for AI data centers needing extreme bandwidth and efficiency.

CSCOPositive Net Change NVDANegative Net Change ANETNegative Net Change LITEPositive Net Change

Arijit Sarkar

IBM Teams Up With E.SUN Bank on AI Governance: Will it Fuel Revenue?

IBM and E.SUN Bank unveil Taiwan's first enterprise AI governance framework to scale responsible and compliant AI in banking.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Arijit Sarkar

Corning Expands AI Data Center Portfolio: Will it Drive Growth?

GLW licenses PRIZM TMT ferrule tech from US Conec, boosting high-density optical connectivity to support growing AI data center networks.

CIENPositive Net Change APHPositive Net Change GLWNegative Net Change

Aritra Chatterjee

SANM Rides on Steady Cash Flow: Will the Momentum Persist?

Sanmina's operating cash flow jumps to $178.7M as AI hardware demand and ZT Systems integration fuel revenue growth. Can strong working capital gains sustain momentum?

JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Zacks Equity Research

QCOM Chips to Power AI Robotics Capabilities: Will it Boost Prospects?

Qualcomm teams up with NEURA Robotics to power humanoid robots with Dragonwing chips, aiming to expand its AI chip footprint in fast-growing robotics markets.

QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

GLW Gains From Strength in Specialty Materials: Will it Sustain?

GLW sees Specialty Materials growth as Gorilla Glass demand in smartphones and devices lifts sales and profit. Can new innovations like Gorilla Glass Ceramic 3 sustain momentum?

GLWNegative Net Change IDCCNegative Net Change OLEDNegative Net Change

Zacks Equity Research

Can Workday's Wellness Tie-Up With Lyra Health Aid the Stock?

WDAY teams up with Lyra Health to bring AI-driven mental health support to its employee wellness platform.

ADPPositive Net Change ORCLNegative Net Change WDAYNegative Net Change

Shreya Majumder

Ciena's Networking Innovations Aim to Power the AI Infrastructure Boom

CIEN unveils hyper-rail photonics, 1.6T coherent optics and AI-driven automation to help hyperscalers build denser, energy-efficient networks for surging AI workloads.

CSCOPositive Net Change CIENPositive Net Change ANETNegative Net Change