Jikun. Thanks,
made it’s to it’s on all EMCORE, the of go, First truly you’ve while here all, the pleasure we behalf of We of been you appreciate a company, all see with best. contributions wish numerous the you. you to unfortunate working us at sincere
resumption of XXXX. working increasing Cable significant fiscal Turning and fourth driven from Jikun strength our of market, through one L-EML quarter the an solutions who throughout we Cable TV as inventory was by highlighted, TV in to of experienced much based overhang customers, the results adoption of our both our orders the
enabling which perform L-EML product EMCORE, validates volumes line L-EML their versus we it was received expectations L-EML including solutions, announced. in infrastructure. above well By networks this previously This in break record of without forecast. substantially fourth we Our end, of to our to transmitter all L-EML efficiency existing original DFB tool up wins an based as shipments of the quarter, a is and L-EML give in milestone continues seven design our production sizable the the that linear transmission provides. effective shipped quarter, that with bottlenecks L-EML replacing the important transmitters powerful legacy for beyond ripping competitive MSOs their further order a higher customer's advantage To cost the
quarter, repeat While pace to the legacy we to resumption the normal the fourth quarter, in ordering in also L-EML, we're at patterns the do our in which we for of technology. began DFB first not moving by is industry of ramp Independent products. in this see activity the this level expect to encouraged overall
Outside quarter-over-quarter revenue the products With our as demand exhausted, these broadband to to transition mentioned, solutions. inventory TV with for driving Jikun customers as to Satcom products now baseline increase. Cable our expect product a we of the cable, grew other L-EML as overhang serve
while continues on DAS remain to within be to robust, event Our XG a XXXX production the development project our work late with trial wireless plan. is engagements revenue move market phase. for XXXX beyond expectations continuing deployments And
growth products In sequential the driving fourth increased trend in and this experience to we driven the demand China. non-PON quarter quarter, on PON continued accelerating We fourth the to demand both market. the with growth substantially increase. related GPON in chip Moving see in X.X within strengthening products by
the market, fiscal production the within fourth on source supply with volume Raytheon agreement XXXX. Finally, in through us four fixed quarter, providing navigation front, the completed we the sole with year commitments
provides, our in of technology the strength the as and a further market. visibility previously, ability competitive this As we win of view it contract we our discussed share beyond this improved to validation
recently we Weight penetrating primary together function two for business, with for Power of the navigation which a is existing two-pronged available EMCORE grade the approach legacy product legacy market. CSWaP new navigation form, contracts our announced to provide for which superior the is and and nearly that the sockets a announcement XX,XXX On case to replacement units. for Size, side products. we is Cost, further with program targeting new of our made fit demonstrate product solutions, EMCORE’s strategy navigation the EN-XXXX, competition market In total
Our navigation alternative eliminating equipment for for source a from patented technology creates competitors. them need compelling the customers, to
an strategy sockets solution to This opportunity to advanced common as technical portion is business to capabilities. building enter significant it programs key Another technical new use our allows already represents systems. generation for but next our from expand to navigation of blocks our also not EMCORE custom it design only is
capable competing the solutions an Micro differentiated of aircraft Gyro-Based size provide grade Optic performance of delivering IMU and Navigation systems. program in at we of series market. recently navigator systems to Inertial we're benefits demonstrate solution announced, standalone legacy leveraging this the For the this CSWaP for EMCORE-Orion developed is EMCORE’s class of the one-third Fiber second industry-first which in or ability The of are technology truly
new over we’ve hold. EMCORE on and previously, excited think a turn layer-upon-layer It’s counterparts. build creates the program many why program meaningful in commercial a to design each as see of technical and to technical continues over opportunities compared to foundation, business, navigation. to as take EMCORE’s growth As as easy prospects we’re which discussed given navigation their each it’s in about revenue production programs useful individual in qualification, its layer production the product lifetimes long years foundation,
products picture in in FYXX. impact big not have meaningful turning year like measurable the stated ago, TV X our Cable business, components Now some outlook outlook likely discussing before would I’d any for FYXX, Approximately it address our on impact to the QX. for a going to the for year nor that have to forward a Remote I was
see can in business hindsight, impact to With no FYXX. of correct. see in the benefit that would I to reaffirm FYXX our to meaningful was Remote Remote take opportunity like about X we this prediction our X from we
we’ve seen deployments OEMs talking it a as well both products, plan. second MSOs With that developments, the L-EML in time transmitter ahead its are larger spend contrary, long gigahertz of X.X the has which are growing DOCSIS according On for We seems about and state-of-the-market, of forward equipment currently affects X.X cable economic drivers, a the generation business. as the development. Linear with in optics production requests technical of said, new our deal moving it. a television of great which future to
seasonal of FYXX see state TV. any and Satcom The swings, normal lumpiness the will We be But Cable of demand outperform looks in FYXX should robust nicely. vigilant in to despite certainly the outside market solid in orders we industry. a about be also
and is funnel programs in Our with order backlog currently important several are prospects. strong the good
becomes Our improve expansion our of experience chip products the should next the chip quarters Margin over should making line, product favorable. substantially growth to substantial mix a product broader four year, chain more due supply efficient as this and capabilities. also more
and navigation improve our result FYXX, market, Operationally, substantial reason our operation are entire XXX% of FYXX already capacity that the We assembly the the we’re FYXX of improvements US our I as in to growth we facilities. navigation well, efficiency For expecting for substantial described. already making with product entered in backlog. nearly in revenue
EMS also and chip wafer expect I our was to geographic tariff increase ability equipment products out across to that multiple our footprint and general this next as would fab and We that we minify level XXG to improve so. the leverage suppliers build advanced two over systems. continue the modernization physical any -- and in supply products overdue of minimize to continue as campus the embarked upgrade like plan of phases we’ll complete material years on to point long that beyond, or our the We a we’ll optimize well to with have chain to impacts.
all a the of given feel staying from you tariff know material situation As But strategy know, a changes short-term for we and the that we fluid. we impact the what expect not these is have solid do today, ahead in issue.
to growth our into comment $XX on more of help the L-EML Finally, revenue first to fiscal the play a I'd offset million range outlook all within demand of fourth the expecting consideration in TV like Taking unusually the which million. to large to be environment for Essentially, three expect quarter. the products the occurred in in quarter, normalized market. Cable TV $XX we're non-Cable we
over open call Operator? operator to the turn will I questions. to Now, up the for