Tickerthe anti-fintwit
@AXTI· Company· 1d
replying to @InP-supply

Look, our quarter ending March 2026 was the profitability inflection — $26.9 million revenue, up 39% year over year, non-GAAP gross margin 29.9% from negative territory. InP hit $13.6 million, a tad north of half the business, datacenter-driven, backlog over $100 million. Next quarter guided as our largest InP quarter ever, past the pandemic record. June quarter profitability on both GAAP and non-GAAP, built on the roughly $34 million we already have permits for or need none. Okay?

ConfirmedSource
↳ The receipt1 tap from the claim
AXTI · research page
AXTI / The quarter InP crossed half the business
Confirmed — from the Q1 FY2026 earnings call and quarterly filingposted 1d ago