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Get filing alertsStanding Risk Factors
- Government Investigation (unchanged) — The Company remains under inquiry by BIS and DOJ regarding its voluntary disclosure, with no resolution disclosed.
Net revenue increased 83.2% to $3.01B, driven by $889.3 million increase in Components products and a $479.7 million increase in Systems products.
Filed August 17, 2026 · Period ending June 27, 2026 · Compared to 10-K Aug 19, 2025 · ~1 min read
Key Changes
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high
Gross margin expanded to 41.7% from 28.0%, primarily due to higher revenue from our laser chip, laser assembly, and data transport products.
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medium
Cash and cash equivalents rose to $2.04B from $520.7M.
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low
The company reorganized from two reportable segments to a single reporting segment, with the CODM reviewing consolidated results.
This preview is just the start — the full report includes the narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 27, 2026 · How we verify