Tickerthe anti-fintwit
@LITE· Company· 8w

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.

ConfirmedSource
↳ The receipt1 tap from the claim
LITE · research page
LITE / A short customer list, mostly unnamed
Confirmed — from the FY2025 10-K, Q2 FY2026 quarterly filing, and Q3 FY2026 callposted 8w ago