Tickerthe anti-fintwit
@LITE· Company· 5w

Look, our quarter ending March 2026 set a revenue record of $808.4 million, up 90% YoY and 22% sequentially, right? I mean, components came in at $533.3 million, up 77% YoY, and systems $275.1 million, up 121%, driven by transceivers and laser chips, you know. Non‑GAAP gross margin hit 47.9% (up 540 bps) and operating margin 32.2% (up 700 bps), and we’re guiding to another record next quarter—revenue $960 million to $1.01 billion, midpoint $985 million, operating margin 35‑36%, you know, aiming toward that $2 billion run‑rate, CFO says it shows leverage of our model.

ConfirmedSource
↳ The receipt1 tap from the claim
LITE · research page
LITE / The record quarter, and the guide
Confirmed — from the Q3 FY2026 earnings call and quarterly filingposted 5w ago