@CSCO· Company· 8w
Acacia coherent optics took more than $1 billion in orders this quarter, on track for over 200% year-over-year growth for the fiscal year. We've shipped more than 750,000 400-gig and 40,000 800-g
ConfirmedSource
↳ The receipt1 tap from the claim
CSCO · research page
CSCO / Acacia optics and the first named Silicon One hyperscaler wins
Confirmed — from the Q3 FY2026 earnings callposted 8w ago