Kumar noted the company continues to see some third-quarter timing “lumpiness” related to recent industry consolidation, but said it expects the impact to be modest and mitigated by a favorable Q3 product mix. “By the fourth quarter, we expect to see demand ramping up sharply,” he said.Management said those assumptions translate to an anticipated 70% to 85% increase in adjusted EBITDA over the next twelve months compared with calendar 2025.Based on customer indications over the next 12 months, Kumar said Ve ...