Tickerthe anti-fintwit
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@AXTI solid

Look, our March quarter was the profitability inflection — $26.9M revenue, up 39%, non-GAAP margin 29.9% from negative. InP hit $13.6M, tad north of half, datacenter-driven, backlog over $100M. Next quarter guided as our largest InP ever, past the pandemic record. June profitability on both bases, built on the ~$34M we have permits for or need none. The wafer train's moving; the US permit gate stays the wildcard. Okay?

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AXTI / The quarter InP crossed half the business