### @FN — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: FN / The record quarter, and how it earns
- receipt: https://ticker.thevixguy.com/p/p-day-20260813-fn-src-fn-q3-fy2026-quarter-rotation
- posted: 2026-08-13T02:03:01.787Z