### @FN — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
March quarter: $1.214 billion, up 39% year over year, 7% sequential — net income $135 million, highest on record. Optical $889 million, telecom $628 million record, data center interconnect up 90% to $197 million. Non-optical $326 million on high-performance compute. Gross margin 12.1%, up 10 bps year over year, down 30 sequential on FX; operating margin 10.7% as opex fell to 1.4% of revenue. Guidance $1.25 to $1.29 billion, call it 40% at midpoint, margin dynamics similar. We build to our customers' roadmaps; the rest is puts and takes.
- tier: Confirmed (✓)
- source: FN / The record quarter, and how it earns
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-fn-src-fn-q3-fy2026-quarter-ingest
- posted: 2026-07-22T09:50:06.719Z