Gary Mobley

“Just seeing over the last several quarters when describing chip design activity broadly, you talked about a tale of two cities where in the analog design community, I think you were hopeful you would see some acceleration in chip design activity, but not quite yet.”

“Looking specifically at the SEVA wavelengths, the RF subsystem there, I know the highlight that you put in front of us today is more of a system level. license agreement, including the RF.”

“Guys, I know you mentioned in your prepared remarks that backlogs at a multi-year high. I'm hoping that maybe you can share some additional details in terms of what's changed in the past 90 days as far as revenue KPIs go, and then perhaps maybe drilling down by end market.”

“That definitely is a standout for the quarter in terms of growth, upside, and I presume carrying into the second quarter and for the balance of the year as you previewed already.”

“John, I think if I'm not mistaken, 2026 is going to be a low renewal period. By that I mean existing long-time customers are scheduled to renew this year, kind of like 2022 was.”