The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Assaf Nathan - Eden Discovery - Analyst
: Hello, guys. Congratulations on a wonderful quarter. My first question is the [meaningful] growth in the US market this quarter. And in the past
quarter, the US was not growing that fast. So I was wondering if you can give us a little bit of color about which verticals caused this strong
acceleration in which products. It will be great. Thanks.
Question: Assaf Nathan - Eden Discovery - Analyst
: Okay. And from my next question. I've been following you for a long time, and I read all the press releases and noticed all the tones So in the current
press release, you talked about good prospects for this year and beyond, which is a new thing. It seems that you are more confident on the next
fiscal year. So this is also a surprise. So can you explain a little bit about driving that, and a little bit more color about what makes you feel more
optimistic?
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SEPTEMBER 11, 2025 / 8:15PM, OCC.OQ - Q3 2025 Optical Cable Corp Earnings Call
Question: Assaf Nathan - Eden Discovery - Analyst
: Thank you. That's very helpful. And that's all my last question. I won't [try] the call. So is it a little bit more macro oriented, so we can assume interest
rates are probably going down soon. So does the fact that interest rates are going down can maybe affect some of your clients, maybe help a little
bit to release some of the financial pressure, and maybe exponential growth? Do you see any effect like that?
Question: Assaf Nathan - Eden Discovery - Analyst
: Thank you. Thank you so much. Just a very last question. Considering the large growth you had this quarter, do you still expect the level [you do
not expect] you expect Q4 to be the strongest?
Question: James Winchester - Quantified Value Partners - Analyst
: Yes, good afternoon. I wanted to ask if you could maybe give us a little bit better sense of what's driving gross margin. I know that you've talked
in the past about how -- when market was soft, you maintain your infrastructure and capacity even though it was kind of penalized you during
that period. But in looking at gross margins, I see we are now, I think, up to the fourth quarter consecutively of very nice expansion in gross margin.
I was wondering if you could just talk a little bit about what's driving that?
Question: James Winchester - Quantified Value Partners - Analyst
: That's very helpful. just sort of extending on that first question and in light of your new relationship or a joint venture with Lightera, can you sort
of give a generalization of whether that will, number one, whether that will drive more volume over your manufacturing infrastructure? And number
two, can you give us some sense of kind of where you're at in terms of utilization of your capacity?
Are you at one-fourth or one-half, 90%, we're going to need more capacity next year? Or just to sort of give a broad brush assessment of where
you're at?
Question: Sergei Mascaro - Kelper Capital Firm - Analyst
: Hey, guys. Thanks for taking my question. I'm wondering why you are not talking about the data center opportunity in your website and your data
center products?
Question: Sergei Mascaro - Kelper Capital Firm - Analyst
: No, no, no. I'm asking if I check your website, it seems that you are not offering products for data center. I'm wondering why you are not advertising
the product that you have on your website?
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