Customer GrowthStrong AI ASIC Pipeline Extends Through CY26 with Google/Meta, adding TikTok/ByteDance as a third AI ASIC customer, indicating a robust expansion in the company's customer base.
Demand And OrdersCompany reports a double-digit sequential ramp-up in total orders across all business segments and regions, suggesting a solid and improving demand for its products.
Earnings GrowthAnalyst maintains a strong earnings forecast, with a $13.38 adjusted EPS estimate, signaling confidence in the company's profitability and financial health.