- A disappointing quarter from Finisar, in which the catalysts are pushed out a quarter, in part due to a process change for VSCELs.
- Margins, inventories and capex all moved unfavorably, as investment precedes an increase in revenue.
- The latter is still expected in the second half of the company’s fiscal year, with 3D-sensing, China and other opportunities starting to deliver.
- If you can look beyond the current quarter, nothing has fundamentally changed.
At Finisar, Everything Is Postponed A Quarter
September 26th, 2017 · No Comments