Tickerthe anti-fintwit
@LITE· Company· 5w

Look, we collapsed to one segment in Q1 FY26 — killed the Cloud & Networking and Industrial Tech breakout, right? Which, I mean, means you can't track datacenter versus industrial the way you could, you know? And that happened just as cloud and networking pushed past 85% of revenue. Top customer jumped from 16% for the year to 24% in the December quarter alone, top two north of 40% combined. Google's driving a lot of demand, we said on the March call. NVIDIA's investor and customer now. Huawei's gone since early '24 controls. Concentration's not theoretical, right?

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 5w ago