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William Blair indicates Facebook's Voyager platform positive for Acacia Communications

Published 11/07/2016, 11:08 AM
William Blair indicates Facebook's Voyager platform positive for Acacia Communications
  • Voyager, considered by Facebook (NASDAQ:FB) to be the industry's inaugural "white box" transponder and routing offering, utilizes components supplied by Acacia Communications (ACIA +6.1%), Lumentum Holdings (LITE +5.4%) and Broadcom (AVGO +2.7%) [William Blair notes development favorable for all, though particularly highlights Acacia]. Collaborations with Celestica (CLS +1.8%) and SnapRoute have additionally been arranged.
  • Dmitry Netis at William Blair suggests Voyager is poised to "become a disruptive force in the optical networking market," and further restates Outperform coverage he initiated on Acacia Communications last Monday. The company's AC400 DSP ASIC and optics module will be contained in the newly-designed transponder.
  • Acacia Communications share price summary – 1-month; -33%, 3-month, +3.5%; since IPO, +115%

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