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Technology Stocks : ASML Holding NV
ASML 366.19-0.6%12:17 PM EDT

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From: BeenRetired11/16/2016 9:54:50 AM
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MTSI CC: 32% CAGR as 1M+ 100G modules shipped................................................

Soon?
400G.
And,...
Talk about 1T.
Multi-core CPU + GPU + multi-channel SSS + Fibre = Bonanza.
All Silicon Solution.

Cymer/HMI/Zeiss/ASML.

This caps our third year of outperformance, in which we delivered 32% compound annual revenue growth which more than doubled the revenue over that three-year period. Adjusted gross margin improved 970 basis points over those same years and more importantly, we expanded adjusted earnings per share by 47% compounded annually over that time period. This is testament to our balanced and diversified portfolio of investments across three secular growth drivers and within those secular growth drivers which consistently delivered results in all market conditions and allowed us to outgrow our industry by integer multiples. Now let me turn it over to Bob for to review our fiscal fourth quarter financials in further detail.

We've also concluded that our datacenter business is now large enough and important enough as a growth vector, that it merits that we speak to it separately going forward. So switching over to datacenters, we're proud to report that in FY '16, we enabled over 1 million 100G modules going into datacenter and enterprise applications. This number is beyond even the largest TAM reported by any of the market analysts to date and includes leadership positions in laser and VCSEL drivers, CDRs and TIAs. What's even more exciting, is that we believe this is just the beginning of a ramp that will see demand for 100G connectivity within datacenters triple over the next four years.
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