The company reported that net revenue for the second quarter of fiscal 2026 ended August 2, 2025 was $2.006 billion, up 58% year over year, and GAAP net income was $194.8 million, or $0.22 per diluted share.

1. 01

   The company reported that net revenue for the second quarter of fiscal 2026 ended August 2, 2025 was $2.006 billion, up 58% year over year, and GAAP net income was $194.8 million, or $0.22 per diluted share.

2. 02

   The company disclosed that for Q2 GAAP gross margin was 50.4% and non-GAAP gross margin was 59.4%, and non-GAAP net income was $585.5 million, or $0.67 per diluted share.

3. 03

   The company disclosed that cash flow from operations for Q2 was $461.6 million, and data center revenue, the largest end market, was $1,490.5 million, representing 74% of total net revenue.

4. 04

   The company provided third-quarter net revenue guidance of $2.060 billion +/- 5% for fiscal 2026 and said the guidance reflects the divestiture of its Automotive Ethernet business on August 14, 2025.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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