v3.26.1
REVENUE (Tables)
 9 Months Ended
Jul. 03, 2026
Revenue [Abstract]  
Disaggregation of Revenue
The following tables present our revenue disaggregated by markets and geography (in thousands):
Three Months EndedNine Months Ended
July 3, 2026July 4, 2025July 3, 2026July 4, 2025
Revenue by Market:
Industrial & Defense
$133,390 $108,206 $371,755 $304,148 
Data Center
137,584 75,822 321,526 213,286 
Telecom71,263 68,051 209,523 188,654 
Total $342,237 $252,079 $902,804 $706,088 
Three Months EndedNine Months Ended
July 3, 2026July 4, 2025July 3, 2026July 4, 2025
Revenue by Geographic Region(1):
United States
$121,151 $105,300 $358,989 $310,543 
China
133,791 70,967 318,193 197,545 
Asia Pacific, excluding China40,235 29,535 104,241 76,475 
Other Countries (2)
47,060 46,277 121,381 121,525 
Total$342,237 $252,079 $902,804 $706,088 
(1)Revenue by geographic region is aggregated by customer billing address.
(2)No country or region represented greater than 10% of our total revenue as of the dates presented, other than the United States, China and Asia Pacific region as presented above.
Contract with Customer, Asset and Liability
The following table presents the changes in contract liabilities during the nine months ended July 3, 2026 (in thousands, except percentage):
July 3, 2026October 3, 2025$ Change% Change
 Contract liabilities$3,941 $7,676 $(3,735)(48.7)%