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Q2 revenue up 55% year-over-year, driven by optical infrastructure growth and raised outlook.

Q1 2026 revenue surged 43% year-over-year, driven by robust optical data center growth.

Infrastructure and data center momentum, margin expansion, and new wins drive robust outlook.

Data center and broadband momentum, margin recovery, and buyback signal strong growth outlook.

Strong 2025 growth driven by infrastructure and optical, with continued momentum into 2026.

Infrastructure will surpass broadband as the top revenue driver by 2026, led by data center and 5G growth.

Q3 revenue up 56% YoY; infrastructure to lead growth in 2026 as broadband moderates.

Strong product innovation and market recovery drive growth across infrastructure and broadband.

Q2 revenue up 18% year-over-year, with strong growth and profitability across key segments.

Revenue and margins improved, with broad-based growth and major new product ramps ahead.

Power-efficient infrastructure and data center growth drive high-margin expansion and resilience.

Product innovation and market expansion drive growth and margin targets in semiconductor markets.