Quarterly report [Sections 13 or 15(d)]

Revenue from Contracts with Customers (Tables)

v3.26.3
Revenue from Contracts with Customers (Tables)
9 Months Ended
Sep. 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 September 30, Nine Months Ended September 30,
2026 2025 2026 2025
Infrastructure $ 124,907  $ 40,343  $ 272,737  $ 101,613 
% of net revenue 57  % 32  % 52  % 31  %
Broadband 53,345  58,236  141,853  146,675 
% of net revenue 24  % 46  % 27  % 44  %
Connectivity 24,713  18,968  67,276  59,944 
% of net revenue 11  % 15  % 13  % 18  %
Industrial and multi-market 15,092  8,912  42,226  22,973 
% of net revenue 7  % 7  % 8  % 7  %
Total net revenue $ 218,057  $ 126,459  $ 524,092  $ 331,205