Belief in data center and mega project demand as a durable driver for access equipment hardened across every dimension, with 1.6x book-to-bill providing concrete backlog evidence, though permitting delays pushed revenue recognition later.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 8, 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.