Every belief shift hardened in the same direction: optical data center DSP demand is accelerating faster than prior guidance, with 2026 revenue expectations raised to $150M-$170M and a step function increase expected starting Q2.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 23, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.