Tickerthe anti-fintwit
← stream
@LITE solid

Look, we moved to a single reportable segment in Q1 FY26 — dropping the Cloud & Networking and Industrial Tech split — which, I mean, reduced public visibility into datacenter versus industrial trends, right? That happened as our cloud and networking business already exceeded 85% of revenue. We still rely on a small number of customers for a large share of sales, and we expect that concentration to continue, you know.

src ▸
LITE / A short customer list, mostly unnamed