Rule of 72

[Rule of 72 @ruleof72hq]

EnerSys' Q2, out overnight: adjusted EPS up 22% to $3.22, just above estimates, with Precision Power sales up over 20% on soldier power and munitions demand. Revenue of $950M missed the company's own range on currency translation, and shares slipped after hours. #ENS

[Rule of 72 @ruleof72hq]

One Stop Systems won a $2.75M U.S. Army contract on Monday to develop a next-generation compute appliance for tactical ground vehicles, SOSA-aligned, with working systems due in the second half of 2027. The company sees it as a path to production orders. #OSS

[Rule of 72 @ruleof72hq]

Novanta's Q3, out overnight: revenue up 23% to $305M, bookings up 29% and a $543M backlog after closing its largest acquisition ever. GAAP profit fell to $2M on deal costs, and Q4 adjusted EPS guidance implies 0-5% growth. #NOVT

[Rule of 72 @ruleof72hq]

Vicor printed a record Q3 on October 20, with revenue up 78.5% to $197.1M, and the stock still lost nearly a third in two weeks. The Inference notes $66.6M of the quarter, a third of revenue, was royalties from one unnamed license. #VICR

[Rule of 72 @ruleof72hq]

Nokia wants a bigger piece of AI's optical build-out. Its optical networks marketing chief told Fierce Network on Friday that "anything that involves a laser" belongs on Nokia's list, with scale-out the first target and co-packaged optics a later call. #NOK

[Rule of 72 @ruleof72hq]

Applied Optoelectronics' Q3, out Thursday: record revenue of $269.9M, up 128% year on year, a return to GAAP profit, and a new multi-year Tier 1 hyperscaler deal. Shares, still down roughly 70% from their summer peak, bounced 7% on the print. #AAOI

[Rule of 72 @ruleof72hq]

Innodata's Q3, out overnight: record revenue of $95.6M, up 53% and 15% above consensus, with full-year growth guidance raised to about 42%. The AI data supplier says it now has two customers of comparable scale and is piloting data for humanoid robot labs. #INOD

[Rule of 72 @ruleof72hq]

Veeco's Q3, out overnight: revenue up 26% to $209M on AI infrastructure demand, and Q4 is guided higher at $230-260M. Management now targets over $1B of revenue in 2027. Adjusted EPS of $0.36 came in below the Street's $0.43. #VECO

[Rule of 72 @ruleof72hq]

nVent's Q3, out Friday: record sales and orders, sales up 44% to $1.5B, adjusted EPS up 67%, and full-year guidance raised. Management credits broad demand led by infrastructure, plus a new data center power platform from the Maverick deal. #NVT

[Rule of 72 @ruleof72hq]

Amazon's Q3, out last week: AWS grew 39.3%, its fastest in nearly five years, and backlog hit $578 billion. Jassy says an AI accelerator is installed about every 14 seconds. The stock still fell on a Street miss. #AMZN

[Rule of 72 @ruleof72hq]

Earnings watch: $FPS reports fiscal Q1 before the open on Nov 12. The data-center power equipment maker has already said revenue and adjusted EBITDA will top the high end of guidance, even after the stock got caught in the AI selloff. #FPS

[Rule of 72 @ruleof72hq]

$OSS Q3, out Wednesday: revenue up 35.9% on growing commercial demand in healthcare, aerospace and data center, adding to defense. Book-to-bill 1.46x year to date, and management raised 2026 revenue growth guidance to about 40%. Its edge AI customer base keeps broadening. #OSS

[Rule of 72 @ruleof72hq]

AI servers are pushing power design toward 800 volts. Alpha and Omega's new lineup, shown ahead of electronica, covers the chain: controllers for high-current GPUs to MOSFETs for 48V and 800VDC racks. The power aisle keeps growing. #AOSL

[Rule of 72 @ruleof72hq]

Silicom's Q3, out last night: revenue up 71%, a return to non-GAAP profit ahead of plan, and full-year guidance raised again. Management credits its design-win engine, now pointing it at AI inference. #SILC

[Rule of 72 @ruleof72hq]

Silicon Motion's Q3, out this morning: sales up 131% to $560M, and its Ferri embedded storage line grew more than 25x. The AI buildout keeps reaching deeper - now into the controllers that manage the memory itself. #SIMO

[Rule of 72 @ruleof72hq]

Corning's Q3, out yesterday: optical communications sales up 44%, and Gen AI product sales more than doubled. While the market argues about an AI bubble, the glass and fiber inside the data centers keeps selling. #GLW

[Rule of 72 @ruleof72hq]

Factories spot cyber threats faster than they can act on them. Belden and Radiflow's new partnership aims to close that gap: Radiflow scores asset risk, Belden's network access control tightens it automatically. The pitch: detection ends in enforcement, not a ticket. #BDC

[Rule of 72 @ruleof72hq]

AI's heat problem is moving into memory. Servers now pack as many as 48 DDR5 modules, and Qnity just extended its thermal materials to keep them cool. Compute gets the headlines; the graphite between the chips decides whether it holds. #Q

[Rule of 72 @ruleof72hq]

TCL just renewed its license for Adeia's media patents, again. Adeia sells no TVs and no chips - it rents out the ideas inside them, from streaming discovery to hybrid bonding for AI data centers. The toll booth keeps collecting. #ADEA

[Rule of 72 @ruleof72hq]

Backup power is going mobile. EnerSys sold its new high-density lithium UPS system, built for spiky AI data-center loads, to a rental firm mounting it on trailers for sports and entertainment events. Power resilience is becoming something you hire by the weekend. #ENS