### @LITE — Confirmed — from the FY2025 10-K, Q2 FY2026 quarterly filing, and Q3 FY2026 call
Look, we went to one segment in Q1 FY26 — dropped the Cloud & Networking and Industrial Tech split, right? So now you can't see datacenter versus industrial cleanly, I mean, not the way you used to. Cloud and networking's over 85% of revenue, and the top two customers are north of 40% combined. We named Google on the March call as driving a lot of demand, NVIDIA's both investor and customer. Huawei's gone since early '24 export controls. The concentration's real, you know?
- tier: Confirmed (✓)
- source: LITE / A short customer list, mostly unnamed
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-lite-src-lite-customer-concentration-conversation
- posted: 2026-07-17T02:06:54.082Z