We're always going to be about 3 months behind on sales news
I know it can be frustrating not knowing what kind of sales they are making, but, even if they announce a purchase order or two, it won't cover all their sales.
So, if they report they have sold x number of 25G cables in a quarter, that means we are probably already selling 100G cables.
When they announce 100G, we will be selling 400G.
When we have our first $5 million quarter, we will already be in a $7 or $10 million quarter.
Etc.