Jitendra Mohan

“Today, I'll cover our Q3 results, market trends, and traction across our AI fabrics and signal conditioning portfolios. I'll then turn the call over to Sanjay to discuss our long-term growth profile, and that will cover our Q3 financial results and Q4 guidance.”

“So, you know, let's start with the AI question first. And we are still, I believe that we are still early in the multi-year build out of AI that we are seeing. And I think more than my word, we should look at the CapEx expenditure from the hyperscalers, which is now expected to cross a trillion dollars next year.”

“Good afternoon, everyone, and thanks for joining our second quarter conference call for fiscal year 2026. Today, I'll provide an update on AI infrastructure market trends, our Q2 results, and recent announcements.”

“Good afternoon, everyone, and thanks for joining our first quarter conference call for fiscal year 2026. Today, I'll update you on AI infrastructure market trends, our Q1 results, and recent announcements.”

“Good afternoon, everyone, and thanks for joining our fourth quarter conference call for fiscal year 2025. Today, I'll provide an overview of our Q4 and full year 2025 results, followed by a discussion around the current trends within the AI infrastructure market.”