Weekly Tech Talk: C2Q EPS Themes Point to Healthy AI, Enterprise & Industrial Demand; CLS, GLW, and FLEX Prints Dominate Discussions

Research evidence excerpt

Weekly Tech Talk: C2Q EPS Themes Point to Healthy AI, Enterprise & Industrial Demand; CLS, GLW, and FLEX Prints Dominate Discussions

m the prior year. Similarly, CLS reported that CCS revenue expanded • Data Center Watch (Report here)

a robust double-digits in C2Q26 and is expected to track similarly into C4Q26, led • Corning: Display Monthly (Report

by 800G/1.6T switching and AI/ML compute; it also raised its 2026 guide to robust here)

double-digit growth, with 2027 expected to accelerate beyond that level. GLW

reported that Enterprise-Optical revenue grew a robust double-digits in C2Q26, Recent Earnings Notes:

including Gen AI revenue nearly doubling and orders accelerating, and is expected

to keep expanding sequentially through the year. STX reported that data center • XRX 2Q26 Review (Report here)

revenue rose a robust double-digits in C2Q26 and is expected to track similarly in • LOGI 2Q26 Review (Report here)

C3Q26, led by cloud demand for nearline storage amplified by AI adoption; it also • QCOM F3Q26 Review (Report here)

guided for FY27 (Jun-end) revenue growth to outpace FY26. Flex, meanwhile, • APH 2Q26 Review (Report here)

reported strong double-digit revenue growth for CPI in C2Q26, led by Power, with • FLEX F1Q27 Review (Report here)

Cloud and Cooling ramping new programs, and expects growth to accelerate in • GRMN 2Q26 Review (Report here)

C3Q26 and across the back half overall, while reiterating its outlook for robust • TER 2Q26 Review (Report here)

double-digit growth for FY27 (Mar-end). • STX F4Q26 Review (Report here)

• GLW 2Q26 Review (Report here)

Enterprise: Infrastructure momentum continues; PC more mixed • CLS 2Q26 Review (Report here)

Enterprise IT read-throughs over C2Q26 earnings to-date were incrementally • SANM F3Q26 Review (Report here)