Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
|---|
| This is really exciting |
| This is really exciting |
| But the feedback has been strong and constructive and that's exciting |
| It's that validation, the acceptance in the marketplace that really is making myself and the team, which I think has done an incredible job to bring us to this point |
| You can see from the ticks on the right-hand side, we have a very nice position vis-à-vis competition |
| That's really good |
| The electro-optic polymer slot modulators, they provide faster data rates, smaller sizes and lower power, which makes the technology very exciting for us as we go forward to take our technology into the optical network and Internet environment |
| For us, this is really exciting |
| That's really exciting |
| This is really exciting |
| This is a reflection of the combined effect of positive demand for higher traffic and lower power consumption drivers |
| That's really one of the key reasons why we're really excited here |
| Even without the other markets that we've included in this calculation, this is a substantial business opportunity |
| We've made really good progress with our PDKs |
| That's really super exciting |
| We're getting some really nice performance here over the long term |
| We're creating a strong moat and know how to carve leadership in the high-speed modulated game |
| But if we fast forward to today, we do have unique chemistry and we improved the performance of our materials incredibly over the last five to six years |
| We've got a powerful patent portfolio |
| What are the takeaways from the presentation? Our technology is competitively superior and unique |
| This is really exciting |
| That's at the very highest level |
| But what I do know is our technology is aligned and can fit that performance profile, and that's very exciting |
| The figure of merit when you look at these metrics here allows us to perform really well, even though some of these technologies have great performances in certain areas |
| We see the effect of artificial intelligence indirectly really benefiting us because the traffic is going to increase |
| This is some of the work we've done since we did the Chromosol acquisition, and this is really exciting |
| We have a world class Board, Technical Advisory Board as well as a team we're working with very closely, the MZ Group that we feel has done a really nice job on the IR and the PR side of things |
| This is really exciting |
| But what that has really done is that's shown—it's going to show a lot of people that at least there is really good market acceptance of our technology |
| The core skills with a technology called atomic layer deposition really improved with that acquisition |
| Statement |
|---|
| This traffic and this power is a huge problem for folks who run data centers, as you can see here |
| This is a major challenge for those guys and the service providers |
| At our foundry we are worried about the investment into thin-film lithium niobate |
| That's a big problem |
| This is a big issue in data centers |
| This is difficult to implement into big silicon foundries |
| Some people are trying to get indium phosphide into silicon foundries, but it's difficult |
| But when we start talking about lithium niobate and barium titanate, it's really difficult to have these technologies in the silicon foundry |
| You can't sustain that |
| It's on a trajectory that it doesn't make a lot of sense |
| The numbers come down to about 3 million units as I just indicated |
| But the interesting thing from our standpoint is people are going crazy |
| They modulate light also, but are very, very slow |
| The impact of this is commercial market acceptance |
| We have to be very aggressive in this |
| When these market research companies look out 10 years there's probably a little bit of an error here |
| But the observation from a Lightwave standpoint is, wow, when you see something like this taking off in less than a week, it has an impact on this graph here |
| That may happen, and it may not happen |
| It just got caught on like wildfire |
| Those polymers actually generate light |
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