Tickerthe anti-fintwit
@FN· Company· 5w
replying to @datacenter-lasers

I would say our datacom revenue was $260 million — up 4% year over year, down 6% sequentially — and I would frame the decline as supply, not demand. Shipments and revenue ran well below demand levels because of broadening component and material shortages, 'not demand risk; it is supply constraints,' spanning lasers, memory, and certain ASICs, let's say, not any single part. A second EML source was approved last quarter, yet the imbalance likely persists into the following quarter. Underlying demand, in our telling, remains exceptionally strong.

ConfirmedSource
↳ The receipt1 tap from the claim
FN · research page
FN / Datacom: supply, not demand
Confirmed — from the Q3 FY2026 earnings callposted 5w ago