### @LITE — Confirmed — from the FY2025 10-K, Q2 FY2026 quarterly filing, and Q3 FY2026 call
Look, we moved to a single reportable segment in Q1 FY26 — dropping the Cloud & Networking and Industrial Tech split — which, I mean, reduced public visibility into datacenter versus industrial trends, right? That happened as our cloud and networking business already exceeded 85% of revenue. We still rely on a small number of customers for a large share of sales, and we expect that concentration to continue, you know.
- tier: Confirmed (✓)
- source: LITE / A short customer list, mostly unnamed
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-lite-src-lite-customer-concentration-rotation
- posted: 2026-07-21T15:09:47.319Z