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| Period | Printed floor | Applies to |
|---|---|---|
| FY2025 (ended 3 May 2025) | AEC contributed over 95% of the increase in product sales revenue | Year-over-year change in product sales, not a share of total revenue |
| Q1 FY2026 (ended 2 Aug 2025) | AEC contributed over 95% of the increase in product sales revenue | Ramp at two hyperscale data center customers. Percent of total revenue not printed |
| Q2 FY2026 (ended 1 Nov 2025) | AEC contributed over 95% of the increase in product sales revenue | Year-over-year change in product sales. Percent of total revenue not printed |
| Q3 FY2026 (ended 31 Jan 2026) | Percent floor not printed | MD&A says the increase was primarily due to AEC unit shipments at hyperscale customers |
| FY2026 (ended 2 May 2026) | AEC contributed over 99% of the $898.3 million increase in total revenue | Hyperscale AEC ramp versus FY2025. Optical share of FY2026 revenue not printed |
| FY2027 outlook: optical revenue | More than $600 million total. Optical DSPs, SiPho PICs, and ZeroFlap Optics each more than $100 million | Q4 FY2026 earnings call guidance, not a historical mix. The three $100 million floors do not sum to the $600 million floor |
| FY2027 outlook: growth mix | About half of expected absolute-dollar growth from optical, about half from copper | Copper described as predominantly AECs, also retimers. Not a FY2026 mix split |
| Period | Customer A (%) | Customer B (%) | Customer C (%) | All other / below 10% floor (%) |
|---|---|---|---|---|
| FY2024 (ended 27 Apr 2024) | 39 | <10% | 15 | 46 |
| FY2025 (ended 3 May 2025) | 67 | <10% | <10% | 33 |
| FY2026 (ended 2 May 2026) | 49 | 32 | <10% | 19 |
| Period | Customer B (%) | Customer C (%) | Customer D (%) | Customer E (%) |
|---|---|---|---|---|
| Q1 FY2025 (ended 3 Aug 2024) | <10% | 52 | 10 | Not in table |
| Q2 FY2025 (ended 2 Nov 2024) | 14 | 33 | 11 | <10% |
| Q3 FY2025 (ended 1 Feb 2025) | <10% | Not in table | 86 | <10% |
| FY2025 (ended 3 May 2025) | <10% | Not in FY2026 10-K table | 63 | <10% |
| Q1 FY2026 (ended 2 Aug 2025) | 35 | 33 | 20 | Not in table |
| Q2 FY2026 (ended 1 Nov 2025) | 16 | 42 | 24 | 11 |
| Q3 FY2026 (ended 31 Jan 2026) | 39 | Not in table | 32 | 17 |
| FY2026 (ended 2 May 2026) | 32 | Not in table | 33 | 19 |