$SMTC Man, this was a REALLY strong print / guide.
$341.9M rev vs $328M guide, $0.71 EPS vs $0.61, and Data Center finally broke the $100M level I wanted.
But the forward commentary got me stoked.
DC went:
Q1: $71.6M
Q2: $100M
Q3 guide: ~$145M
That is +45% sequential next
Gaetano@Gaetano2026
$SMTC Man, this was a REALLY strong print / guide. $341.9M rev vs $328M guide, $0.71 EPS vs $0.61, and Data Center finally broke the $100M level I wanted. But the forward commentary got me stoked. DC went: Q1: $71.6M Q2: $100M Q3 guide: ~$145M That is +45% sequential next