Data governance: Revenue and margin derived from FACT_SHIPMENTS (invoice-level). GM% = SUM(GROSS_MARGIN)/SUM(REVENUE). Sample orders not applicable at shipment grain. End market joined via DIM_CUSTOMER.END_MARKET_CODE.
FY25 Revenue & Margin KPIs
Revenue by FY with GM% Overlay
GM% held at ~50.3% across the cycle. FY22 peak then mild FY23 dip.
Revenue by Channel — FY25
DISTI dominates at 45.6% via 8 distributors. GM spread across channels is <1pt.
Category Revenue — FY25
MCU contributes 82% of revenue. PWR/RF are highest-margin categories.
Category GM %
PWR/RF/FPGA categories earn 55%+. SEN/OPT/DIS at 45%.
Revenue by End Market — FY25
Automotive dominates at 48.8% — 20.8pts over target share.
ASP Trend ($/unit) by FY
Average selling price = Revenue / Shipped Units. Stable band $4.40-$4.50.
Fab Source × Revenue — FY25
External foundries (TSMC, Samsung, GF, etc.) handle 84% of revenue.
Product Category P&L — FY25
| Category | Name | Revenue ($M) | GM ($M) | GM % | Share % |
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Revenue & Margin · xFalcon AnalyticsPro · Falcon Semiconductor kit