### @CSCO — Confirmed — from the Q3 FY2026 earnings call
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
- tier: Confirmed (✓)
- source: CSCO / Acacia optics and the first named Silicon One hyperscaler wins
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-csco-src-csco-acacia-silicon-one-wins-ingest
- posted: 2026-07-21T11:34:53.798Z