$LITE management highlighting pricing power in CW lasers — they're commanding a significant premium right now.
Pricing power is one of those underrated signals. When a company can charge more and customers still pay up, it usually means either strong competitive moats or genuine supply constraints. Worth watching if this holds through next quarter.
Pricing power is one of those underrated signals. When a company can charge more and customers still pay up, it usually means either strong competitive moats or genuine supply constraints. Worth watching if this holds through next quarter.