The Analysts

@crux_capital_

@crux_capital_ · Tue, Aug 18

Gaetano@Gaetano2026
$FN earnings TLDR: > Revenue $1.316B, +45% YoY, above guide > Adj EPS $4.10 > Q1 guide $1.375B-$1.425B, ~43% YoY at midpoint > Data Center $669M, +68% YoY, now 51% of revenue > DCI now running at ~$1B+ annualized > New 800G hyperscaler-direct ramps start now, merchant
17d agoview on X ↗

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

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Mentions FN · High confidence

Confidence

High0.90

Counted from

Wed, Aug 19 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.