I have placed a link to the April 2 transcript prepared by Rogue.   In terms of the financial outlook Tom accurately portrayed the financial position of the company. There was in my opinion some very well placed projections in that presentation.

I decided to have a look at the stock performance of the companies he listed:

[9:16] So to complete my simplified explanation and why this market is important to us, there are 1000s or 100s of 1000s of optical transceiver in a typical data center and even more in a mega data center. Some of the mega data centers shown here are massive. They are the size of many football fields put together. These are the ones that are being built by Facebook. But it is not just Facebook building these at an astounding rate, it’s Microsoft, Google, Alibaba and Tencent and others around the world.  

I looked up Tencent and in terms of stock performance it  is  hitting 52 week highs.