COMPANY OVERVIEW November 3, 2025 1 Disclaimer This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on management's beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our business plans and objectives, potential growth opportunities, competitive position, industry environm ...

Financial Performance - Q3 revenue reached a record high of $871.8 million[41], exceeding previous guidance - Year-over-year revenue increased by 19%[40] compared to $731.5 million[40] in the same quarter last year, and prior year increased by 10%[40] - Non-GAAP operating margin was 10.2%[41] - Non-GAAP EPS exceeded guidance at $2.52[41] - Net Income (GAAP) is $81.3 million[40] - Net Income (non-GAAP) is $91.2 million[40] Revenue Breakdown - Optical communications revenue for the quarter was $657.2 million[31] - Non-optical communications revenue reached $214.6 million[33] - Automotive revenue contributed $129.5 million[46] - Industrial Laser revenue was $40.5 million[46] Balance Sheet - The company maintains a strong balance sheet with $950.7 million[42] in cash and cash equivalents - Total debt is $0.0 million[42] - Total shareholders' equity is $1,907.2 million[42]