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Revenue by Segment
Analyzes revenue from different business segments, highlighting which areas are driving growth and which may need strategic adjustments to enhance profitability.Communications & Computing has emerged as the primary, accelerating growth engine—echoed by management’s record compute/server commentary—while Industrial & Automotive looks cyclical: a strong run-up then a notable pullback with only partial recovery, making it less reliable. Consumer is minor and choppy, and Licensing & Services drops to zero after 2022, implying reclassification or one‑offs. Management’s aggressive guidance and the AMI deal should amplify compute-driven scale and margin accretion, but rising backend costs and greater server/AI concentration increase execution and margin risk.
Date | Consumer | Industrial & Automotive | Communications & Computing | Licensing & Services |
|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $75.14M | $125.94M | $0.00 |
Mar 31, 2026 | $0.00 | $64.27M | $106.63M | $0.00 |
Dec 31, 2025 | $9.10M | $44.10M | $92.60M | $0.00 |
Sep 30, 2025 | $8.98M | $50.34M | $74.03M | $0.00 |
Jun 30, 2025 | $7.96M | $47.35M | $68.66M | $0.00 |
Mar 31, 2025 | $10.55M | $52.16M | $57.43M | $0.00 |
Dec 31, 2024 | $10.19M | $49.20M | $58.04M | $0.00 |
Sep 30, 2024 | $11.89M | $54.24M | $60.96M | $0.00 |
Jun 30, 2024 | $11.30M | $58.25M | $54.53M | $0.00 |
Mar 31, 2024 | $10.93M | $75.27M | $54.62M | $0.00 |