Operations
As of September 4, 2026Key Earnings Driver
RLS, Waveserver and Transceivers Networking Platforms revenue increased 44% year over year to $1.36B. Within Networking Platforms, Optical Networking revenue increased 46% to $1.19B, driven by increased sales of 6500 Reconfigurable Line Systems, Waveserver systems and coherent pluggable transceivers, and Routing and Switching revenue increased 31% to $164.4M. Platform Software and Services revenue increased 10% to $98.6M, Blue Planet Automation Software and Services revenue declined 16.5% to $23.2M, and Global Services revenue increased 21% to $193.6M. On the earnings call, CFO Marc Graff said RLS and Waveserver each grew more than 55%.
Key Operating Metrics¹
METRIC
STATUS
Networking Platforms↑ 44%
Optical Networking↑ 46%
6500 Reconfigurable Line Systems
🟢 Scaling
Waveserver
🟢 Scaling
Coherent pluggable transceivers
🟢 Scaling
Global Services↑ 21%
Key Financial Metrics
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.
