Quarterly report [Sections 13 or 15(d)]

Revenue from Contracts with Customers (Tables)

v3.26.1
Revenue from Contracts with Customers (Tables)
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregated Net Revenues
The table below presents disaggregated net revenues by market (dollars in thousands):
Three Months Ended June 30, Six Months Ended June 30,
2026 2025 2026 2025
Infrastructure $ 85,016  $ 34,709  $ 147,830  $ 61,270 
% of net revenue 50  % 32  % 48  % 30  %
Broadband 44,882  47,556  88,508  88,439 
% of net revenue 27  % 44  % 29  % 43  %
Connectivity 23,968  20,741  42,563  40,976 
% of net revenue 14  % 19  % 14  % 20  %
Industrial and multi-market 14,981  5,807  27,134  14,061 
% of net revenue 9  % 5  % 9  % 7  %
Total net revenue $ 168,847  $ 108,813  $ 306,035  $ 204,746