International Perspective · August 12, 2026
① Cisco Set to Report Q4 FY2026 After Bell Aug 12; AI Infrastructure Orders in Focus — Cisco is scheduled to report Q4 FY2026 results after the US close on Aug 12. Heading in, the company had guided Q4 revenue of $16.7-16.9B and accumulated over $5B in AI infrastructure orders from webscale customers; Morningstar recently raised its FY27 AI revenue estimate to ~$8B (vs management's $6B guide). The Silicon One G300 3nm switch chip (102.4 Tbps) launched in Feb anchors its AI networking push. (Cisco IR / Morningstar)
② Coherent to Report Q4 FY2026 on Aug 12; Photonics Guidepost for AI Build-Out — Coherent is set to release Q4 FY2026 results after the US close on Aug 12 (fiscal year ended June 30). The company has flagged multiple long-term supply agreements (LTAs) for 800G/1.6T pluggable and DCI modules signed across FY26 Q3-Q4, and recently received a $50M CHIPS Act intent letter to expand AI infrastructure manufacturing. Q3 FY26 revenue was $1.81B (+20.5% YoY). (Coherent IR)
③ Lumentum Q4 FY2026 Revenue Doubles (+109%) to $1.01B, Gross Margin Above 50% on AI Optical Demand [详见中文版] — Lumentum reported Q4 FY2026 (quarter ended June 27) after the close on Aug 11: revenue $1.01B (+109% YoY, above the $988M consensus), adjusted EPS $3.23 (+267%), non-GAAP gross margin 50.4% (+5.6pts QoQ), operating margin 36.6%; components and systems revenue rose ~103% and 123% respectively, driven by AI datacenter optical-interconnect demand, with the current-quarter guide again ahead of expectations. (Lumentum IR / Bloomberg)