Computer Hardware: earnings call analysis

63 calls · 11 companies · newest first

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Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 22, 2026	WDC	Western Digital	Q1'27	9/12	4 medium, 3 low flags	4	0	Call sheet →
October 21, 2026	IBM	International Business Machines	Q3'26	8/12	4 medium, 4 low flags	1	0	Call sheet →
September 2, 2026	HPE	Hewlett Packard Enterprise	Q3'26	3/12	1 high, 4 medium, 2 low flags	0	0	Call sheet →
September 1, 2026	DELL	Dell Technologies	Q2'27	7/12	1 high, 3 medium, 1 low flags	1	1	Call sheet →
September 1, 2026	PANW	Palo Alto Networks	Q4'26	4/12	1 high, 1 medium, 1 low flags	0	0	Call sheet →
August 26, 2026	HPQ	HP	Q3'26	-	No flags	0	0	Call sheet →
August 11, 2026	SMCI	Super Micro Computer	Q4'26	4/12	3 high, 2 medium flags	0	0	Call sheet →
August 5, 2026	WDC	Western Digital	Q4'26	4/12	4 medium, 3 low flags	0	0	Call sheet →
August 5, 2026	SNDK	SanDisk	Q4'26	5/12	1 high, 4 medium, 1 low flags	0	0	Call sheet →
August 4, 2026	ANET	Arista Networks	Q2'26	7/12	1 high, 2 medium, 2 low flags	0	0	Call sheet →
July 30, 2026	AAPL	Apple	Q3'26	6/12	2 high, 5 medium, 1 low flags	2	2	Call sheet →
July 28, 2026	STX	Seagate Technology Holdings	Q4'26	8/12	3 medium, 2 low flags	6	0	Call sheet →
July 22, 2026	IBM	International Business Machines	Q2'26	5/12	2 high, 3 medium, 2 low flags	2	2	Call sheet →
June 2, 2026	PANW	Palo Alto Networks	Q3'26	11/12	3 medium, 5 low flags	5	0	Call sheet →
June 1, 2026	HPE	Hewlett Packard Enterprise	Q2'26	11/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
May 28, 2026	DELL	Dell Technologies	Q1'27	5/12	3 high, 4 medium, 1 low flags	3	1	Call sheet →
May 27, 2026	HPQ	HP	Q2'26	6/12	1 high, 4 medium, 3 low flags	2	0	Call sheet →
May 5, 2026	SMCI	Super Micro Computer	Q3'26	10/12	3 high, 2 medium, 1 low flags	3	2	Call sheet →
May 5, 2026	ANET	Arista Networks	Q1'26	11/12	4 medium, 2 low flags	3	1	Call sheet →
April 30, 2026	WDC	Western Digital	Q3'26	10/12	2 medium, 6 low flags	6	0	Call sheet →
April 30, 2026	SNDK	SanDisk	Q3'26	11/12	1 high, 2 medium, 4 low flags	6	1	Call sheet →
April 30, 2026	AAPL	Apple	Q2'26	9/12	3 medium, 4 low flags	6	0	Call sheet →
April 28, 2026	STX	Seagate Technology Holdings	Q3'26	8/12	1 high, 5 medium, 3 low flags	2	0	Call sheet →
April 22, 2026	IBM	International Business Machines	Q1'26	9/12	2 medium, 4 low flags	3	0	Call sheet →
2026-03-09	HPE	Hewlett Packard Enterprise	Q1'26	11/12	2 medium, 5 low flags	6	0	Call sheet →
February 26, 2026	DELL	Dell Technologies	Q4'26	8/12	1 high, 2 medium, 3 low flags	4	2	Call sheet →
February 24, 2026	HPQ	HP	Q1'26	8/12	2 high, 3 medium, 1 low flags	3	2	Call sheet →
February 17, 2026	PANW	Palo Alto Networks	Q2'26	9/12	3 medium, 3 low flags	4	0	Call sheet →
February 12, 2026	ANET	Arista Networks	Q4'25	9/12	1 high, 4 medium, 1 low flags	5	0	Call sheet →
February 3, 2026	SMCI	Super Micro Computer	Q2'26	8/12	3 high, 5 medium flags	4	2	Call sheet →
January 29, 2026	WDC	Western Digital	Q2'26	9/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
January 29, 2026	SNDK	SanDisk	Q2'26	5/12	1 high, 5 medium, 1 low flags	3	1	Call sheet →
2026-01-29	AAPL	Apple	Q1'26	8/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
January 28, 2026	IBM	International Business Machines	Q4'25	10/12	2 medium, 4 low flags	5	1	Call sheet →
January 27, 2026	STX	Seagate Technology Holdings	Q2'26	6/12	2 high, 4 medium, 2 low flags	4	0	Call sheet →
December 4, 2025	HPE	Hewlett Packard Enterprise	Q4'25	10/12	1 medium, 5 low flags	4	1	Call sheet →
November 25, 2025	DELL	Dell Technologies	Q3'26	9/12	3 medium, 3 low flags	6	0	Call sheet →
2025-11-25	HPQ	HP	Q4'25	10/12	3 medium, 3 low flags	6	0	Call sheet →
November 19, 2025	PANW	Palo Alto Networks	Q1'26	10/12	2 medium, 4 low flags	6	0	Call sheet →
November 4, 2025	SMCI	Super Micro Computer	Q1'26	3/12	3 high, 4 medium, 1 low flags	2	3	Call sheet →
October 30, 2025	WDC	Western Digital	Q1'26	10/12	3 medium, 5 low flags	3	1	Call sheet →
October 30, 2025	AAPL	Apple	Q4'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
October 29, 2025	STX	Seagate Technology Holdings	Q1'26	6/12	2 high, 4 medium, 3 low flags	4	1	Call sheet →
September 3, 2025	HPE	Hewlett Packard Enterprise	Q3'25	8/12	1 high, 4 medium, 1 low flags	3	0	Call sheet →
August 27, 2025	HPQ	HP	Q3'25	10/12	3 medium, 5 low flags	4	0	Call sheet →
August 18, 2025	PANW	Palo Alto Networks	Q4'25	8/12	1 medium, 5 low flags	6	0	Call sheet →
August 5, 2025	SMCI	Super Micro Computer	Q4'25	8/12	4 medium, 4 low flags	5	2	Call sheet →
July 30, 2025	WDC	Western Digital	Q4'25	10/12	1 high, 2 medium, 3 low flags	4	0	Call sheet →
July 29, 2025	STX	Seagate Technology Holdings	Q4'25	5/12	2 high, 3 medium, 3 low flags	3	2	Call sheet →
May 29, 2025	DELL	Dell Technologies	Q1'26	9/12	3 medium, 3 low flags	3	0	Call sheet →
May 20, 2025	PANW	Palo Alto Networks	Q3'25	9/12	1 high, 2 medium, 4 low flags	5	0	Call sheet →
2025-05-06	SMCI	Super Micro Computer	Q3'25	4/12	1 high, 5 medium, 2 low flags	3	2	Call sheet →
April 30, 2025	WDC	Western Digital	Q3'25	10/12	3 medium, 3 low flags	4	0	Call sheet →
April 29, 2025	STX	Seagate Technology Holdings	Q3'25	5/12	2 high, 3 medium, 4 low flags	3	0	Call sheet →
February 28, 2025	DELL	Dell Technologies	Q4'25	10/12	3 medium, 3 low flags	4	2	Call sheet →
February 11, 2025	SMCI	Super Micro Computer	Q2'25	5/12	2 high, 6 medium, 1 low flags	1	4	Call sheet →
January 29, 2025	WDC	Western Digital	Q2'25	4/12	3 high, 4 medium, 1 low flags	3	2	Call sheet →
January 21, 2025	STX	Seagate Technology Holdings	Q2'25	5/12	3 high, 4 medium, 1 low flags	4	1	Call sheet →
November 26, 2024	DELL	Dell Technologies	Q3'25	10/12	2 medium, 4 low flags	4	1	Call sheet →
October 24, 2024	WDC	Western Digital	Q1'25	10/12	1 high, 3 medium, 3 low flags	4	0	Call sheet →
October 22, 2024	STX	Seagate Technology Holdings	Q1'25	4/12	2 high, 4 medium, 2 low flags	4	1	Call sheet →
July 31, 2024	WDC	Western Digital	Q4'24	8/12	2 medium, 4 low flags	2	1	Call sheet →
July 23, 2024	STX	Seagate Technology Holdings	Q4'24	8/12	2 high, 4 medium, 1 low flags	3	2	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one. Sector is the issuer's current SIC-based classification.