• Finisar produced good Q1 results and the next couple of years look promising for the company.
• Upswings in telecom and 3D Sensing especially, and 5G and Finisar’s cheaper third generation QSFP28 will be the main drivers.
• However, we feel that the company would be able to benefit much more if it left its near 100% in-house sourcing behind. That is hamstringing the company, in our view.

Source: SHU Portfolio: Finisar Should Embrace More Outsourcing – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha