Michael Genovese

“But the fourth quarter guidance calls for up I think about 10% revenue and about 400 basis points of gross margin so can you just talk about you know the bookings and by the way you know if you if you have a specific IP optical booking number for the third quarter you just gave us a nine-month number but um you know…”

“Jim, it's really good to see the expectation for CPO laser revenues in the fiscal second quarter, because that would imply that you're either qualified or have line of sight to qualification and would kind of go against some of the fuzz.”

“So could you just give us a little bit more color on the challenges of ramping up capacity that were like different than what you expected three months ago and that, you know, clearly are going to keep getting better as we go forward.”

“So, Jesco, in terms of, like, if we, I'm going to come back to CPO, but if we just look at OCS, are there already OCS revenues in the numbers? And what is the step up of that, like, expected to look like over the next couple of quarters?”

“Can you give us more granularity on when you expect qualification for 800G with this hyperscaler that sounds like will be your third hyperscale 10% customer? But when in the quarter exactly do you think you'll have this qualification?”