Quarterly Revenue Trend (Unaudited)
Our product solutions serve five large end markets where our technology is essential: (i) data center, (ii) enterprise networking, (iii) carrier infrastructure, (iv) consumer, and (v) automotive/industrial. These markets and their corresponding customer products and applications are noted in the table below:
End market | Customer products and applications |
Data center | • Cloud and on-premise Artificial intelligence (AI) systems • Cloud and on-premise ethernet switching • Cloud and on-premise network-attached storage (NAS) • Cloud and on-premise servers • Cloud and on-premise storage area networks • Cloud and on-premise storage systems • Data center interconnect (DCI) |
Enterprise networking | • Campus and small medium enterprise routers • Campus and small medium enterprise ethernet switches • Campus and small medium enterprise wireless access points (WAPs) • Network appliances (firewalls, and load balancers) • Workstations |
Carrier infrastructure | • Digital Subscriber Line Access Multiplexers (DSLAMs) • Ethernet switches • Optical transport systems • Routers • Wireless radio access network (RAN) systems |
Consumer | • Broadband gateways and routers • Gaming consoles • Home data storage • Home wireless access points (WAPs) • Personal Computers (PCs) • Printers • Set-top boxes |
Automotive/industrial | • Advanced driver-assistance systems (ADAS) • Autonomous vehicles (AV) • In-vehicle networking • Industrial ethernet switches • United States military and government solutions • Video surveillance |
Quarterly Revenue Trend (Unaudited) (Continued) | |||||||||
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| Three Months Ended |
| % Change | ||||||
Revenue by End Market (In millions) | October 29,
|
| July 30,
|
| October 30,
|
| YoY |
| QoQ |
Data center | $ 627.3 |
| $ 643.4 |
| $ 499.8 |
| 26 % |
| (3) % |
Enterprise networking | 376.0 |
| 340.3 |
| 247.2 |
| 52 % |
| 10 % |
Carrier infrastructure | 271.4 |
| 285.2 |
| 215.1 |
| 26 % |
| (5) % |
Consumer | 178.4 |
| 164.4 |
| 182.5 |
| (2) % |
| 9 % |
Automotive/industrial | 84.2 |
| 83.6 |
| 66.6 |
| 26 % |
| 1 % |
| Total Net Revenue | $ 1,537.3 |
| $ 1,516.9 |
| $ 1,211.2 |
| 27 % |
| 1 % |
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| Three Months Ended | ||||
| Revenue by End Market % of Total |
|
|
|
| October 29,
|
| July 30,
|
| October 30,
|
| Data center |
|
|
|
| 41 % |
| 42 % |
| 41 % |
| Enterprise networking |
|
|
|
| 24 % |
| 22 % |
| 20 % |
| Carrier infrastructure |
|
|
|
| 18 % |
| 19 % |
| 18 % |
| Consumer |
|
|
|
| 12 % |
| 11 % |
| 15 % |
| Automotive/industrial |
|
|
|
| 5 % |
| 6 % |
| 6 % |
| Total Net Revenue |
|
|
|
| 100 % |
| 100 % |
| 100 % |
