Akros U.S. AI Optical Communication and Network Infrastructure Index

Ciena's fiscal Q3 2026 earnings release is scheduled for September 3, 2026, with analysts forecasting EPS of $1.67-$1.73; a 5% price impact is estimated and the event is scheduled.

Ex-dividend date on 2026-08-31 for a quarterly dividend of $0.28 per share, declared on June 24, 2026. Low importance is estimated as dividend impact is typically minimal scheduled.

Q2 fiscal 2027 earnings release scheduled. Analysts forecast strong growth, and a >10% price impact is estimated. scheduled

Coherent is expected to announce its Q4 2026 earnings results with company-guided non-GAAP EPS between $1.52 and $1.72; high importance is estimated due to typical earnings volatility on this projected date, scheduled.

Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results on August 11, 2026. With guidance of $960M-$1.01B revenue and $2.85-$3.05 EPS, a price impact of at least 5% is estimated based on historical volatility scheduled.

Second quarter 2026 financial results and third quarter outlook are to be released on August 6, 2026. This earnings release is estimated to have a high market impact, scheduled.

MACOM Technology Solutions is expected to report its fiscal third-quarter 2026 financial results on August 6, 2026. Analysts forecast EPS of $1.31 to $1.37 on revenue between $331M and $339M, representing significant growth; a high price impact is estimated based on these projections. This is scheduled.

Q2 2026 earnings release and conference call to discuss financial results and Q3 2026 guidance is scheduled.

Corning is scheduled to release its Q2 2026 financial results on 2026-07-28, with analysts forecasting EPS around $0.76. High importance is estimated due to historical earnings volatility forecasted.

Nokia is scheduled to release its Q2 and half-year 2026 financial results before the market opens on July 23, 2026, with an analyst webcast to follow. Analysts forecast EPS around $0.07 on revenues of ~$5.57 billion. High importance due to potential for significant market volatility following earnings and guidance updates scheduled.

Nokia announced the industry's first commercial AI-RAN platform, developed in partnership with NVIDIA, on July 15, 2026. The platform aims to significantly improve network efficiency, with commercial availability scheduled for 2027.

CEO Gary Smith and SVP Gage Brodie sold company shares under pre-arranged 10b5-1 trading plans on July 15, 2026.

Applied Optoelectronics announced on July 14, 2026, that it has begun construction on a nearly 400,000-square-foot manufacturing expansion in Pearland, Texas, to scale production of 800G and 1.6T optical transceivers for AI and cloud data centers. This major capacity increase for high-demand AI components is estimated to have a high market impact.

Announced a strategic capacity expansion in Japan, investing approximately $3 billion (net of a $1 billion government grant) to increase 300mm Silicon Photonics and Silicon Germanium capabilities, and raised 2028 financial targets. This major investment and guidance hike is estimated to have a high price impact and is expected.

Nokia announced on July 14, 2026, that it signed an agreement to expand and modernize Taiwan Mobile's 5G network using its AirScale radio access network portfolio and AI-powered software.