FY2027 Est. Revenue
$7.65B
+33.2% vs FY26 (Guidance: ≥30%)
FY2027 Exit Backlog
$9.12B
Resilient order replenishment
Avg Blended Gross Margin
47.4%
+100 bps vs Q3'26 Reported (46.4%)
WaveLogic 6 + HyperRail Rev
$6.12B
Multi-Quarter Backlog Conversion & Revenue Ramp (FY26Q4 - FY28Q4)
Quarterly Revenue ($B)
Ending Backlog ($B)
WL6E + HyperRail Rev
Quarterly Financial & Optical Capacity Trajectory
Grounded in $10B+ backlog agreements through 2029
| Fiscal Quarter | Beg. Backlog | Conversion Rev | New Intake | End Backlog | WL6 Extreme | HyperRail | Blended GM | Est. Adj EPS |
|---|