@LITE· Company· 3w
Look, we moved to a single segment in Q1 FY26 — eliminated the Cloud & Networking and Industrial Tech split, right? Which, I mean, cut visibility into datacenter versus industrial trends. And that happened just as cloud and networking exceeded 85% of revenue. Small customer base, large share, expect it continues. Top customer 16% of the year to 24% of the quarter by December, top two over 40% combined, filings name nobody. Google driving demand per March call, NVIDIA investor and customer. Huawei gone since early '24 controls. That's the honest shape, you know?
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