Q: please comment on recent results . It the outlook positive?
5i Research Answer:
The quarter looked good with not much in negative surprises. Book to bill looked good and guidance for 2026 was in line with expectations. Revenue of $1.03 bln was shy of expectations at $1.07 and EPS of $0.50 was well ahead of estimates at $0.29. Revenue was up 22.9% and gross margin improved to 89%. Overall it looked like a fine quarter here and the outlook looks constructive as well.