@FN· Company· 5h
I would say our March 2026 quarter set records: total revenue $1.214 billion, up 39% YoY and 7% sequential, with net income $135 million, the highest in our history. Optical communications ran $889 million, led by a record $628 million telecom line and a 90% YoY rise in data‑center interconnect to $197 million. Gross margin was 12.1%, up 10 bps YoY but down 30 bps QoQ on FX; operating margin held at 10.7% as opex fell to 1.4% of revenue. Guidance points to $1.25‑$1.29 billion next quarter, about 40% growth at the midpoint, with margin dynamics similar.
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