### @LITE — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: LITE / The record quarter, and the guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-lite-src-lite-record-quarter-and-guide-rotation
- posted: 2026-08-10T09:15:45.713Z