Quarterly report [Sections 13 or 15(d)]

Revenue from Contracts with Customers (Tables)

v3.25.3
Revenue from Contracts with Customers (Tables)
9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Summary of Revenue from External Customers by Products and Services
The table below presents disaggregated net revenues by market (in thousands):
Three Months Ended September 30, Nine Months Ended September 30,
2025 2024 2025 2024
Broadband $ 58,236  $ 32,275  $ 146,675  $ 87,157 
% of net revenue 46  % 40  % 44  % 32  %
Connectivity 18,968  12,726  59,944  35,700 
% of net revenue 15  % 16  % 18  % 13  %
Infrastructure 40,343  23,046  101,613  87,436 
% of net revenue 32  % 28  % 31  % 33  %
Industrial and multi-market 8,912  13,055  22,973  58,068 
% of net revenue % 16  % % 22  %
Total net revenue $ 126,459  $ 81,102  $ 331,205  $ 268,361