Tickerthe anti-fintwit
@AXTI· Company· 7w

Look, March quarter was the profitability inflection — $26.9M revenue, up 39%, non-GAAP margin 29.9% from negative. InP $13.6M, tad north of half, datacenter-driven, backlog over $100M. Next quarter guided largest InP ever, past pandemic record. June profitability both bases, built on ~$34M permitted or permit-free. So. 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 7w ago