Revenue Guidance

For the next quarter (ending May 2 2026) management guided revenue between $425 million and $435 million, with a non‑GAAP gross margin of 64 % to 66 % and a GAAP gross margin of 63.9 % to 65.9 %. Operating expenses were projected at $76 million to $80 million. The company highlighted that its active electrical cables (AECs) continue to drive revenue growth and that the ZeroFlap optical product line is receiving strong demand, prompting production pull‑forwards.