v3.26.1
Revenues from contracts with customers (Tables)
 9 Months Ended
Mar. 27, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue by Geographical Regions
The following table presents total revenues by geographic region:
(in thousands, except percentages)Three Months Ended
March 27, 2026		As a % of Total
Revenues		Nine Months Ended
March 27, 2026		As a % of Total
Revenues
North America
   U.S.$630,218 $1,578,178 
Others (1)
2,811 7,697 
Total revenue in North America633,029 52.1 %1,585,875 47.7 %
Asia-Pacific and others
   Israel211,394 675,638 
   India103,660 314,303 
   Hong Kong39,364 116,947 
   Malaysia29,889 89,873 
   Thailand25,121 70,244 
   China16,781 51,838 
   Singapore14,777 52,529 
   Japan11,991 33,411 
   Others904 2,893 
Total revenue in Asia-Pacific and others453,881 37.4 %1,407,676 42.3 %
Europe
   U.K.89,641 204,836 
   Germany10,850 33,882 
   Finland8,455 37,994 
   Others18,437 55,046 
Total revenue in Europe$127,383 10.5 %$331,758 10.0 %
Total revenue$1,214,293 100.0 %$3,325,309 100.0 %
(in thousands, except percentages)Three Months Ended
March 28, 2025		As a % of Total
Revenues		Nine Months Ended
March 28, 2025		As a % of Total
Revenues
North America
   U.S.$401,769 $1,080,701 
Others (1)
1,357 4,306 
Total revenue in North America403,126 46.2 %1,085,007 43.2 %
Asia-Pacific and others
   Israel226,406 758,030 
   India86,027 238,486 
   Hong Kong26,773 65,735 
   Thailand15,995 41,185 
   China14,694 40,216 
   Singapore10,704 33,948 
   Japan10,425 27,980 
   Malaysia8,224 23,287 
   Others589 1,790 
Total revenue in Asia-Pacific and others399,837 45.9 %1,230,657 49.0 %
Europe
   U.K.36,905 108,617 
   Germany11,822 32,033 
   Others20,109 53,321 
Total revenue in Europe$68,836 7.9 %$193,971 7.8 %
Total revenue$871,799 100.0 %$2,509,635 100.0 %
(1)Others includes revenues from external customers based in our country of domicile, the Cayman Islands, which for each period presented is $0.
Schedule of Revenues by End Market and Product
The following table presents revenues by end market and product category:
(in thousands, except percentages)Three Months Ended
March 27, 2026		As a % of Total
Revenues		Nine Months Ended
March 27, 2026		As a % of Total
Revenues
Optical communications
Telecom$431,366 $1,179,334 
Datacom260,442 811,680 
Datacenter interconnect (1)
196,896 477,176 
Total revenue - Optical communications$888,704 73.2 %$2,468,190 74.2 %
Non-optical communications
Automotive$115,499 $354,403 
High-performance computing (2)
106,746 207,705 
Industrial laser44,171 125,282 
Others59,173 169,729 
Total revenue - Non-optical communications$325,589 26.8 %$857,119 25.8 %
Total revenue$1,214,293 100.0 %$3,325,309 100.0 %
(in thousands, except percentages)Three Months Ended
March 28, 2025		As a % of Total
Revenues		Nine Months Ended
March 28, 2025		As a % of Total
Revenues
Optical communications
Telecom$302,736 $776,373 
Datacom251,105 879,087 
Datacenter interconnect (1)
103,390 275,236 
Total revenue - Optical communications$657,231 75.4 %$1,930,696 76.9 %
Non-optical communications
Automotive$129,468 $336,456 
Industrial laser40,464 113,332 
Others44,636 129,151 
Total revenue - Non-optical communications$214,568 24.6 %$578,939 23.1 %
Total revenue$871,799 100.0 %$2,509,635 100.0 %
(1)Datacenter interconnect (DCI) modules are opto-electronic modules used to connect two or more geographically separated data centers.
(2)High-performance computing (HPC) products are massively parallel computing systems built from interconnected high-performance processors, accelerators, high-speed memory, and low-latency networking to solve complex, compute-intensive problems.
Schedule of Activity in the Company's Contract Assets and Liabilities
The following table summarizes the activity in the Company’s contract liabilities:
Nine Months Ended
(in thousands)March 27,
2026		March 28,
2025
Balance at the beginning of period$14,467 $7,846 
Advance payments received during the period72,650 11,534 
Revenue recognized(28,290)(10,455)
Balance at the end of period$58,827 $8,925