Question · Q1 2026
Tim Savageau referenced previous comments about accelerating growth in fiscal 2026 and asked if the current first-half growth rate represents a reasonable baseline for the year, or if further acceleration is expected. He also asked about the composition of the sequential revenue guide and the status of component shortages.
Answer
Chairman and CEO Seamus Grady acknowledged the accelerating growth (19% FY25, 22% Q1 FY26, 29% Q2 FY26 midpoint) but declined to provide a full-year guide, expressing optimism due to strong, robust, and sustainable demand across multiple categories. He clarified that the ordering of DCI, DataCom, and HPC as growth drivers was not indicative of their relative demand. Regarding component shortages, Mr. Grady believes issues generally resolve, expecting improvement with possibly another quarter or two of tight supply as capacity ramps.