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: Anthony Christ - Odyssey Investments - Analyst
: Thank you very much, Mr. Wilkins. I have tried to call 2 times or 3 times. I'm located up in Northern Virginia. My question, deals with, is there
any visibility into whether or not Lightera. May refer us some of the SMF cabling, single mode fiber cabling, or the hollow fiber cabling which
is basically tier one products, and if you could, I know the words, if you could take a minute and explain what those two products are, I'd
appreciate it and then I have a follow-up.
Question: Anthony Christ - Odyssey Investments - Analyst
: Okay, thank you. Dare I ask, Neil, if those two fibers, the SMS and the hollow case fibers would make, were competitive with the corning
fibers? And if any automation, AI would be given us by Lightera to produce them.
Question: Shawn Boyd - Next Mark Capital, LLC - Analyst
: Morning, can you hear me okay?
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DECEMBER 18, 2025 / 4:00PM, OCC.OQ - Q4 2025 Optical Cable Corp Earnings Call
Question: Shawn Boyd - Next Mark Capital, LLC - Analyst
: Okay, let's give it a shot here. So, historically, the company has been, has shown real positive seasonality in its October quarter, its fourth
quarter, up double-digits sequentially. This year we didn't quite see that. So, and I thought I might have heard something about delays. So
the question is, were there any project delays or pushouts that might have caused that?
Question: Shawn Boyd - Next Mark Capital, LLC - Analyst
: Okay, so the 46%, 54%. Is the year we just finished FY25.
Question: Shawn Boyd - Next Mark Capital, LLC - Analyst
: Got it. Okay, that color is helpful. Appreciate that. So just as a follow-up, the collaboration with Lightera, which we yanked back in July, you
indicate that should we should start to see that impact the top-line and. In 2026, can you give us any more color on that? Can we see that
in the first half? Would it be the second half? And as a just as a follow on, why is that taking this long? What is it that. What are the gating
factors before we see the revenue contribution of that?
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