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Revenue by Segment
Breaks down revenue by business lines or end markets (such as automotive, industrial, data center/cloud, and consumer), highlighting which areas drive growth and margins. A shift toward higher-margin or fast-growing segments (like EV or data center power solutions) indicates stronger long-term prospects, whereas dependence on cyclical segments can make results more volatile.Enterprise, Computing & Storage and Communications are now the core growth engines—recent outsized acceleration and stronger backlog (management raised the enterprise growth “floor” to ~85% YoY) explain the record company revenue and the move to expand capacity toward $6B. Automotive is healthy but lumpy with H1 caution, while Consumer and Industrial are more cyclical and lower‑visibility. The shift to higher‑content modules and data‑center/storage wins supports durable upside per design win, but lean distributors and margin pressure create near‑term volatility and second‑half margin risk.
Date | Consumer | Communications | Industrial | Automotive | Computing and Storage | Enterprise |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $56.80M | $131.57M | $54.81M | $157.07M | $199.83M | $380.56M |
Mar 31, 2026 | $54.50M | $111.50M | $48.60M | $152.40M | $174.40M | $262.80M |
Dec 31, 2025 | $66.20M | $83.70M | $54.70M | $151.00M | $162.10M | $233.50M |
Sep 30, 2025 | $72.40M | $79.87M | $55.31M | $151.54M | $186.57M | $191.48M |
Jun 30, 2025 | $59.66M | $73.78M | $46.71M | $145.13M | $195.32M | $143.96M |
Mar 31, 2025 | $56.95M | $71.67M | $42.60M | $144.90M | $188.51M | $132.92M |
Dec 31, 2024 | $57.30M | $63.80M | $40.80M | $128.40M | $136.50M | $194.90M |
Sep 30, 2024 | $64.40M | $71.88M | $44.04M | $111.34M | $143.99M | $184.46M |
Jun 30, 2024 | $42.23M | $43.57M | $32.28M | $87.19M | $114.95M | $187.21M |
Mar 31, 2024 | $38.07M | $46.65M | $30.23M | $87.09M | $106.12M | $149.73M |