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Revenue (Tables)

9 Months Ended

Nov. 01, 2025

Revenue from Contract with Customer [Abstract]

Schedule of Disaggregation of Revenue

The following table summarizes net revenue disaggregated by end market (in millions, except percentages):

						Three Months Ended																								Nine Months Ended
						November 1, 2025						% of Total						November 2, 2024						% of Total						November 1, 2025						% of Total						November 2, 2024						% of Total
Net revenue by end market:
Data center						$	1,517.9					73		%				$	1,101.1					73		%				$	4,449.0					75		%				$	2,798.4					71		%
Enterprise networking						237.2						11		%				150.9						10		%				608.3						10		%				455.0						12		%
Carrier infrastructure						167.8						8		%				84.7						6		%				436.3						7		%				232.4						6		%
Consumer						116.6						6		%				96.5						6		%				295.6						5		%				227.4						6		%
Automotive/industrial						35.0						2		%				82.9						5		%				186.7						3		%				236.7						5		%
						$	2,074.5											$	1,516.1											$	5,975.9											$	3,949.9

The following table summarizes net revenue disaggregated by primary geographical market based on destination of shipment (in millions, except percentages):

						Three Months Ended																								Nine Months Ended
						November 1, 2025						% of Total						November 2, 2024						% of Total						November 1, 2025						% of Total						November 2, 2024						% of Total
Net revenue based on destination of shipment:
China						$	838.7					40		%				$	658.4					43		%				$	2,131.0					36		%				$	1,774.8					45		%
Taiwan						318.9						15		%				198.5						13		%				1,187.4						20		%				279.6						7		%
United States						294.3						14		%				256.0						17		%				910.3						15		%				675.4						17		%
Other						622.6						31		%				403.2						27		%				1,747.2						29		%				1,220.1						31		%
						$	2,074.5											$	1,516.1											$	5,975.9											$	3,949.9

The following table summarizes net revenue disaggregated by customer type (in millions, except percentages):

						Three Months Ended																								Nine Months Ended
						November 1, 2025						% of Total						November 2, 2024						% of Total						November 1, 2025						% of Total						November 2, 2024						% of Total
Net revenue by customer type:
Direct customers						$	1,145.7					55		%				$	895.4					59		%				$	3,406.4					57		%				$	2,229.2					56		%
Distributors						928.8						45		%				620.7						41		%				2,569.5						43		%				1,720.7						44		%
						$	2,074.5											$	1,516.1											$	5,975.9											$	3,949.9

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- Definition

Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor.

+ References

Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef
-Topic 606
-SubTopic 10
-Name Accounting Standards Codification
-Section 50
-Paragraph 5
-Publisher FASB
-URI https://asc.fasb.org/1943274/2147479806/606-10-50-5

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- References

No definition available.

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