Earnings call analysis

Electronics: earnings call analysis

209 calls · 40 companies · newest first

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Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 27, 2026	CLS	Celestica	Q3'26	9/12	1 high, 4 medium, 3 low flags	6	0	Call sheet →
October 22, 2026	TTMI	TTM Technologies	Q3'26	8/12	2 high, 5 medium, 1 low flags	4	1	Call sheet →
October 22, 2026	BE	Bloom Energy	Q3'26	4/12	3 high, 4 medium, 2 low flags	0	0	Call sheet →
October 21, 2026	TXN	Texas Instruments	Q3'26	9/12	3 medium, 5 low flags	1	0	Call sheet →
October 20, 2026	GE	GE Aerospace	Q3'26	8/12	3 medium flags	1	0	Call sheet →
September 30, 2026	MU	Micron Technology	Q4'26	9/12	3 medium, 4 low flags	5	1	Call sheet →
September 3, 2026	CIEN	Ciena	Q3'26	7/12	3 medium, 2 low flags	0	0	Call sheet →
September 2, 2026	AVGO	Broadcom	Q3'26	6/12	2 medium, 3 low flags	1	0	Call sheet →
August 27, 2026	MRVL	Marvell Technology	Q2'27	4/12	1 high, 2 medium flags	0	0	Call sheet →
August 26, 2026	NVDA	NVIDIA	Q2'27	3/12	1 high, 2 medium, 1 low flags	1	0	Call sheet →
August 19, 2026	WOLF	Wolfspeed	Q4'26	6/12	2 high, 4 medium, 2 low flags	4	0	Call sheet →
August 19, 2026	ADI	Analog Devices	Q3'26	10/12	3 medium, 4 low flags	3	1	Call sheet →
August 17, 2026	FN	FabriNet	Q4'26	7/12	2 high, 3 medium, 1 low flags	0	0	Call sheet →
August 13, 2026	AMAT	Applied Materials	Q3'26	7/12	2 medium, 3 low flags	0	0	Call sheet →
August 12, 2026	TE	T1 Energy	Q2'26	7/12	2 high, 5 medium, 1 low flags	0	2	Call sheet →
August 6, 2026	MTSI	MACOM Technology Solutions Holdings	Q3'26	7/12	2 medium, 4 low flags	0	0	Call sheet →
August 5, 2026	CRUS	Cirrus Logic	Q1'27	7/12	1 high, 3 medium, 2 low flags	3	0	Call sheet →
August 5, 2026	VIAV	Viavi Solutions	Q4'26	9/12	1 high, 4 medium, 3 low flags	8	0	Call sheet →
August 5, 2026	TTMI	TTM Technologies	Q2'26	8/12	1 high, 3 medium, 3 low flags	2	1	Call sheet →
August 5, 2026	SITM	SiTime	Q2'26	7/12	2 medium, 1 low flags	0	0	Call sheet →
August 5, 2026	RUN	Sunrun	Q2'26	4/12	3 medium, 1 low flags	0	0	Call sheet →
August 4, 2026	EMR	Emerson Electric	Q3'26	7/12	1 medium, 2 low flags	0	0	Call sheet →
August 4, 2026	AMD	Advanced Micro Devices	Q2'26	9/12	2 high, 2 medium, 3 low flags	4	1	Call sheet →
August 3, 2026	ON	ON Semiconductor	Q2'26	7/12	2 high, 4 medium flags	2	0	Call sheet →
August 3, 2026	AEIS	Advanced Energy Industries	Q2'26	3/12	2 high, 3 medium, 4 low flags	5	0	Call sheet →
July 30, 2026	ALGM	Allegro MicroSystems	Q1'27	7/12	1 high, 3 medium, 3 low flags	3	0	Call sheet →
July 30, 2026	MPWR	Monolithic Power Systems	Q2'26	5/12	2 high, 4 medium, 1 low flags	4	0	Call sheet →
July 30, 2026	FSLR	First Solar	Q2'26	5/12	2 high, 4 medium, 2 low flags	3	1	Call sheet →
July 29, 2026	QCOM	Qualcomm	Q3'26	10/12	2 high, 4 medium, 1 low flags	4	1	Call sheet →
July 29, 2026	VRT	Vertiv Holdings	Q2'26	4/12	1 high, 4 medium, 2 low flags	3	1	Call sheet →
July 29, 2026	PI	Impinj	Q2'26	4/12	1 high, 5 medium, 2 low flags	2	1	Call sheet →
July 29, 2026	GNRC	Generac Holdings	Q2'26	7/12	1 high, 5 medium, 1 low flags	7	0	Call sheet →
July 29, 2026	FORM	FormFactor	Q2'26	9/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
2026-07-28	SWKS	Skyworks Solutions	Q3'26	4/12	3 high, 3 medium flags	0	2	Call sheet →
July 28, 2026	NXPI	NXP Semiconductors	Q2'26	7/12	5 medium, 4 low flags	5	0	Call sheet →
July 28, 2026	HUBB	Hubbell	Q2'26	10/12	2 high, 5 medium, 2 low flags	3	0	Call sheet →
July 28, 2026	ENPH	Enphase Energy	Q2'26	4/12	3 high, 4 medium, 1 low flags	1	2	Call sheet →
July 28, 2026	CLS	Celestica	Q2'26	8/12	1 high, 4 medium, 3 low flags	3	0	Call sheet →
July 28, 2026	BE	Bloom Energy	Q2'26	11/12	1 medium, 5 low flags	5	0	Call sheet →
July 23, 2026	INTC	Intel	Q2'26	7/12	1 high, 5 medium, 2 low flags	3	1	Call sheet →
2026-07-22	TXN	Texas Instruments	Q2'26	6/12	1 high, 4 medium, 1 low flags	3	1	Call sheet →
July 22, 2026	OTIS	Otis Worldwide	Q2'26	5/12	2 high, 4 medium, 2 low flags	2	2	Call sheet →
July 22, 2026	GEV	GE Vernova	Q2'26	7/12	3 high, 4 medium, 1 low flags	2	1	Call sheet →
July 16, 2026	GE	GE Aerospace	Q2'26	7/12	2 high, 4 medium, 2 low flags	4	0	Call sheet →
June 24, 2026	MU	Micron Technology	Q3'26	9/12	1 high, 4 medium, 3 low flags	3	0	Call sheet →
June 3, 2026	AVGO	Broadcom	Q2'26	9/12	4 medium, 2 low flags	6	0	Call sheet →
May 20, 2026	NVDA	NVIDIA	Q1'27	10/12	4 medium, 4 low flags	4	1	Call sheet →
May 20, 2026	ADI	Analog Devices	Q2'26	5/12	2 high, 3 medium, 1 low flags	3	0	Call sheet →
May 14, 2026	AMAT	Applied Materials	Q2'26	11/12	1 medium, 5 low flags	5	0	Call sheet →
May 12, 2026	TE	T1 Energy	Q1'26	6/12	2 high, 4 medium, 1 low flags	0	3	Call sheet →
May 7, 2026	ALGM	Allegro MicroSystems	Q4'26	10/12	2 medium, 4 low flags	4	1	Call sheet →
May 7, 2026	MTSI	MACOM Technology Solutions Holdings	Q2'26	5/12	1 high, 3 medium, 4 low flags	5	0	Call sheet →
May 7, 2026	SITM	SiTime	Q1'26	6/12	1 high, 4 medium, 3 low flags	2	0	Call sheet →
May 6, 2026	CRUS	Cirrus Logic	Q4'26	8/12	3 medium, 3 low flags	4	0	Call sheet →
2026-05-06	RUN	Sunrun	Q1'26	9/12	3 medium, 2 low flags	2	1	Call sheet →
May 5, 2026	SWKS	Skyworks Solutions	Q2'26	6/12	2 high, 4 medium flags	3	2	Call sheet →
May 5, 2026	EMR	Emerson Electric	Q2'26	10/12	2 medium, 4 low flags	1	0	Call sheet →
May 5, 2026	AMD	Advanced Micro Devices	Q1'26	11/12	5 medium, 3 low flags	5	0	Call sheet →
May 4, 2026	FN	FabriNet	Q3'26	5/12	2 high, 4 medium, 2 low flags	2	3	Call sheet →
May 4, 2026	ON	ON Semiconductor	Q1'26	8/12	3 medium, 5 low flags	4	1	Call sheet →
May 4, 2026	AEIS	Advanced Energy Industries	Q1'26	9/12	2 high, 4 medium, 1 low flags	3	1	Call sheet →
April 30, 2026	MPWR	Monolithic Power Systems	Q1'26	9/12	5 medium, 1 low flags	6	0	Call sheet →
April 30, 2026	FSLR	First Solar	Q1'26	9/12	3 medium, 3 low flags	4	0	Call sheet →
April 29, 2026	VIAV	Viavi Solutions	Q3'26	3/12	3 high, 4 medium, 1 low flags	0	1	Call sheet →
April 29, 2026	QCOM	Qualcomm	Q2'26	9/12	3 medium, 3 low flags	3	1	Call sheet →
April 29, 2026	TTMI	TTM Technologies	Q1'26	5/12	3 high, 4 medium, 1 low flags	1	1	Call sheet →
April 29, 2026	PI	Impinj	Q1'26	5/12	3 high, 4 medium, 1 low flags	0	2	Call sheet →
April 29, 2026	GNRC	Generac Holdings	Q1'26	11/12	1 medium, 5 low flags	4	0	Call sheet →
April 28, 2026	NXPI	NXP Semiconductors	Q1'26	11/12	3 medium, 3 low flags	4	1	Call sheet →
April 28, 2026	ENPH	Enphase Energy	Q1'26	9/12	4 medium, 4 low flags	3	1	Call sheet →
April 28, 2026	CLS	Celestica	Q1'26	6/12	2 high, 4 medium, 3 low flags	4	0	Call sheet →
April 23, 2026	INTC	Intel	Q1'26	9/12	4 medium, 4 low flags	3	1	Call sheet →
April 22, 2026	TXN	Texas Instruments	Q1'26	9/12	2 medium, 4 low flags	5	1	Call sheet →
April 22, 2026	OTIS	Otis Worldwide	Q1'26	8/12	2 high, 3 medium, 3 low flags	1	4	Call sheet →
April 22, 2026	GEV	GE Vernova	Q1'26	11/12	1 medium, 5 low flags	2	0	Call sheet →
April 21, 2026	GE	GE Aerospace	Q1'26	10/12	1 high, 3 medium, 2 low flags	1	0	Call sheet →
March 31, 2026	TE	T1 Energy	Q4'25	4/12	4 high, 3 medium, 1 low flags	2	2	Call sheet →
March 18, 2026	MU	Micron Technology	Q2'26	8/12	3 medium, 5 low flags	2	0	Call sheet →
2026-03-05	MRVL	Marvell Technology	Q4'26	9/12	4 medium, 2 low flags	3	0	Call sheet →
March 5, 2026	CIEN	Ciena	Q1'26	8/12	1 high, 4 medium, 3 low flags	2	0	Call sheet →
March 4, 2026	AVGO	Broadcom	Q1'26	9/12	1 high, 3 medium, 2 low flags	6	0	Call sheet →
February 26, 2026	RUN	Sunrun	Q4'25	9/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
February 25, 2026	NVDA	NVIDIA	Q4'26	9/12	1 medium, 5 low flags	5	0	Call sheet →
February 24, 2026	FSLR	First Solar	Q4'25	10/12	5 medium, 5 low flags	5	1	Call sheet →
February 18, 2026	ADI	Analog Devices	Q1'26	9/12	2 medium, 4 low flags	4	0	Call sheet →
February 12, 2026	AMAT	Applied Materials	Q1'26	3/12	1 high, 4 medium, 1 low flags	0	0	Call sheet →
February 11, 2026	GNRC	Generac Holdings	Q4'25	8/12	2 medium, 4 low flags	6	0	Call sheet →
February 10, 2026	AEIS	Advanced Energy Industries	Q4'25	5/12	1 high, 6 medium, 1 low flags	6	0	Call sheet →
February 9, 2026	ON	ON Semiconductor	Q4'25	10/12	1 high, 3 medium, 2 low flags	6	0	Call sheet →
February 5, 2026	MCHP	Microchip Technology	Q3'26	6/12	2 high, 2 medium, 2 low flags	5	0	Call sheet →
February 5, 2026	MTSI	MACOM Technology Solutions Holdings	Q1'26	5/12	1 high, 4 medium, 3 low flags	3	0	Call sheet →
February 5, 2026	PI	Impinj	Q4'25	3/12	2 high, 5 medium, 1 low flags	1	2	Call sheet →
February 5, 2026	MPWR	Monolithic Power Systems	Q4'25	9/12	3 medium, 4 low flags	3	1	Call sheet →
February 4, 2026	QCOM	Qualcomm	Q1'26	9/12	3 medium, 3 low flags	4	0	Call sheet →
February 4, 2026	TTMI	TTM Technologies	Q4'25	7/12	1 high, 4 medium, 1 low flags	1	2	Call sheet →
February 4, 2026	SITM	SiTime	Q4'25	3/12	2 high, 3 medium, 2 low flags	3	1	Call sheet →
February 3, 2026	CRUS	Cirrus Logic	Q3'26	9/12	1 high, 3 medium, 3 low flags	5	0	Call sheet →
February 3, 2026	SWKS	Skyworks Solutions	Q1'26	5/12	3 medium, 4 low flags	4	0	Call sheet →
February 3, 2026	EMR	Emerson Electric	Q1'26	10/12	3 medium, 3 low flags	2	0	Call sheet →
February 3, 2026	NXPI	NXP Semiconductors	Q4'25	10/12	1 medium, 5 low flags	5	1	Call sheet →
February 3, 2026	ENPH	Enphase Energy	Q4'25	9/12	1 high, 4 medium, 2 low flags	5	0	Call sheet →
February 3, 2026	AMD	Advanced Micro Devices	Q4'25	9/12	-	6	1	Call sheet →
February 2, 2026	FN	FabriNet	Q2'26	9/12	3 high, 3 medium, 2 low flags	5	0	Call sheet →
2026-01-29	ALGM	Allegro MicroSystems	Q3'26	10/12	2 medium, 6 low flags	5	0	Call sheet →
January 29, 2026	CLS	Celestica	Q4'25	3/12	3 high, 4 medium, 1 low flags	3	1	Call sheet →
January 28, 2026	VIAV	Viavi Solutions	Q2'26	9/12	3 medium, 3 low flags	3	2	Call sheet →
January 28, 2026	OTIS	Otis Worldwide	Q4'25	9/12	1 high, 3 medium, 2 low flags	5	1	Call sheet →
January 28, 2026	GEV	GE Vernova	Q4'25	10/12	3 medium, 5 low flags	5	1	Call sheet →
January 27, 2026	TXN	Texas Instruments	Q4'25	9/12	-	6	0	Call sheet →
January 22, 2026	INTC	Intel	Q4'25	9/12	1 high, 3 medium, 2 low flags	6	0	Call sheet →
January 22, 2026	GE	GE Aerospace	Q4'25	9/12	3 medium, 4 low flags	5	1	Call sheet →
2025-12-17	MU	Micron Technology	Q1'26	9/12	2 medium, 6 low flags	5	0	Call sheet →
December 11, 2025	CIEN	Ciena	Q4'25	10/12	2 high, 4 medium, 2 low flags	5	0	Call sheet →
December 11, 2025	AVGO	Broadcom	Q4'25	10/12	4 medium, 2 low flags	5	0	Call sheet →
December 2, 2025	MRVL	Marvell Technology	Q3'26	8/12	2 medium, 6 low flags	4	0	Call sheet →
November 25, 2025	ADI	Analog Devices	Q4'25	9/12	1 medium, 9 low flags	4	2	Call sheet →
November 18, 2025	TE	T1 Energy	Q3'25	5/12	4 high, 4 medium flags	0	3	Call sheet →
2025-11-13	AMAT	Applied Materials	Q4'25	10/12	2 medium, 4 low flags	3	1	Call sheet →
November 6, 2025	MCHP	Microchip Technology	Q2'26	5/12	3 high, 4 medium, 1 low flags	3	1	Call sheet →
November 6, 2025	SITM	SiTime	Q3'25	7/12	1 high, 4 medium, 2 low flags	4	0	Call sheet →
November 6, 2025	RUN	Sunrun	Q3'25	4/12	1 high, 4 medium, 1 low flags	2	1	Call sheet →
November 5, 2025	QCOM	Qualcomm	Q4'25	8/12	3 medium, 3 low flags	5	0	Call sheet →
November 5, 2025	EMR	Emerson Electric	Q4'25	10/12	1 medium, 5 low flags	5	1	Call sheet →
November 4, 2025	SWKS	Skyworks Solutions	Q4'25	9/12	3 medium, 3 low flags	5	1	Call sheet →
November 4, 2025	AMD	Advanced Micro Devices	Q3'25	10/12	3 medium, 6 low flags	5	0	Call sheet →
November 4, 2025	AEIS	Advanced Energy Industries	Q3'25	9/12	2 medium, 4 low flags	5	1	Call sheet →
November 3, 2025	FN	FabriNet	Q1'26	3/12	2 high, 3 medium, 1 low flags	2	3	Call sheet →
October 30, 2025	FSLR	First Solar	Q3'25	10/12	4 medium, 4 low flags	4	1	Call sheet →
October 29, 2025	VIAV	Viavi Solutions	Q1'26	4/12	1 high, 5 medium, 2 low flags	1	0	Call sheet →
October 29, 2025	TTMI	TTM Technologies	Q3'25	4/12	1 high, 4 medium, 2 low flags	2	2	Call sheet →
October 29, 2025	PI	Impinj	Q3'25	3/12	2 high, 4 medium, 2 low flags	3	1	Call sheet →
October 29, 2025	ENPH	Enphase Energy	Q3'25	9/12	5 medium, 2 low flags	5	0	Call sheet →
October 28, 2025	NXPI	NXP Semiconductors	Q3'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
October 28, 2025	CLS	Celestica	Q3'25	9/12	1 high, 5 medium, 2 low flags	3	0	Call sheet →
October 21, 2025	TXN	Texas Instruments	Q3'25	9/12	1 high, 2 medium, 3 low flags	3	3	Call sheet →
2025-09-23	MU	Micron Technology	Q4'25	11/12	2 medium, 4 low flags	4	0	Call sheet →
September 4, 2025	CIEN	Ciena	Q3'25	9/12	1 high, 3 medium, 5 low flags	4	0	Call sheet →
2025-09-04	AVGO	Broadcom	Q3'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
August 20, 2025	ADI	Analog Devices	Q3'25	11/12	1 medium, 5 low flags	4	1	Call sheet →
August 20, 2025	TE	T1 Energy	Q2'25	7/12	3 high, 3 medium flags	1	1	Call sheet →
August 18, 2025	FN	FabriNet	Q4'25	5/12	2 high, 4 medium, 2 low flags	2	1	Call sheet →
August 7, 2025	MCHP	Microchip Technology	Q1'26	10/12	3 medium, 5 low flags	5	0	Call sheet →
August 7, 2025	VIAV	Viavi Solutions	Q4'25	4/12	3 high, 3 medium, 2 low flags	3	2	Call sheet →
August 6, 2025	EMR	Emerson Electric	Q3'25	11/12	6 low flags	6	0	Call sheet →
August 6, 2025	SITM	SiTime	Q2'25	2/12	2 high, 4 medium, 2 low flags	3	1	Call sheet →
August 5, 2025	CRUS	Cirrus Logic	Q1'26	8/12	2 medium, 4 low flags	4	0	Call sheet →
August 5, 2025	SWKS	Skyworks Solutions	Q3'25	9/12	2 medium, 6 low flags	6	0	Call sheet →
August 5, 2025	AEIS	Advanced Energy Industries	Q2'25	9/12	1 high, 3 medium, 4 low flags	5	2	Call sheet →
July 31, 2025	ALGM	Allegro MicroSystems	Q1'26	10/12	1 medium, 5 low flags	5	0	Call sheet →
July 30, 2025	TTMI	TTM Technologies	Q2'25	5/12	2 high, 5 medium, 1 low flags	4	1	Call sheet →
July 30, 2025	PI	Impinj	Q2'25	5/12	3 high, 4 medium flags	2	2	Call sheet →
July 29, 2025	CLS	Celestica	Q2'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
2025-06-25	MU	Micron Technology	Q3'25	11/12	2 medium, 6 low flags	4	1	Call sheet →
June 5, 2025	CIEN	Ciena	Q2'25	5/12	3 high, 3 medium, 2 low flags	3	1	Call sheet →
2025-05-29	MRVL	Marvell Technology	Q1'26	6/12	2 medium, 4 low flags	6	0	Call sheet →
May 28, 2025	NVDA	NVIDIA	Q1'26	10/12	3 medium, 3 low flags	5	1	Call sheet →
May 15, 2025	TE	T1 Energy	Q1'25	5/12	3 high, 3 medium flags	2	4	Call sheet →
2025-05-08	MCHP	Microchip Technology	Q4'25	11/12	4 medium, 3 low flags	6	0	Call sheet →
2025-05-08	ALGM	Allegro MicroSystems	Q4'25	10/12	4 medium, 4 low flags	3	2	Call sheet →
May 8, 2025	MTSI	MACOM Technology Solutions Holdings	Q2'25	9/12	1 high, 2 medium, 4 low flags	3	0	Call sheet →
May 7, 2025	SITM	SiTime	Q1'25	3/12	3 high, 4 medium, 1 low flags	2	1	Call sheet →
May 6, 2025	CRUS	Cirrus Logic	Q4'25	11/12	1 high, 3 medium, 3 low flags	5	0	Call sheet →
May 5, 2025	FN	FabriNet	Q3'25	4/12	4 high, 4 medium, 1 low flags	2	2	Call sheet →
May 1, 2025	VIAV	Viavi Solutions	Q3'25	5/12	2 high, 4 medium, 1 low flags	2	1	Call sheet →
April 30, 2025	TTMI	TTM Technologies	Q1'25	4/12	3 high, 4 medium, 2 low flags	3	0	Call sheet →
April 30, 2025	AEIS	Advanced Energy Industries	Q1'25	8/12	1 high, 5 medium, 2 low flags	0	0	Call sheet →
April 25, 2025	CLS	Celestica	Q1'25	7/12	2 high, 4 medium, 2 low flags	4	0	Call sheet →
April 23, 2025	PI	Impinj	Q1'25	5/12	2 high, 3 medium, 1 low flags	1	1	Call sheet →
March 11, 2025	CIEN	Ciena	Q1'25	10/12	1 high, 3 medium, 4 low flags	4	0	Call sheet →
March 5, 2025	MRVL	Marvell Technology	Q4'25	8/12	3 medium, 4 low flags	5	1	Call sheet →
February 26, 2025	NVDA	NVIDIA	Q4'25	9/12	3 medium, 5 low flags	4	1	Call sheet →
February 12, 2025	AEIS	Advanced Energy Industries	Q4'24	7/12	2 medium, 5 low flags	4	1	Call sheet →
February 6, 2025	MTSI	MACOM Technology Solutions Holdings	Q1'25	5/12	1 high, 3 medium, 4 low flags	2	2	Call sheet →
February 5, 2025	TTMI	TTM Technologies	Q4'24	3/12	3 high, 4 medium, 1 low flags	1	2	Call sheet →
February 5, 2025	SITM	SiTime	Q4'24	3/12	3 high, 5 medium, 1 low flags	1	1	Call sheet →
February 5, 2025	PI	Impinj	Q4'24	4/12	2 high, 3 medium, 1 low flags	3	2	Call sheet →
February 4, 2025	CRUS	Cirrus Logic	Q3'25	8/12	2 medium, 3 low flags	6	0	Call sheet →
February 3, 2025	FN	FabriNet	Q2'25	8/12	1 high, 4 medium, 3 low flags	5	1	Call sheet →
2025-01-30	ALGM	Allegro MicroSystems	Q3'25	10/12	2 medium, 4 low flags	4	0	Call sheet →
January 30, 2025	VIAV	Viavi Solutions	Q2'25	6/12	1 high, 5 medium, 2 low flags	3	0	Call sheet →
December 12, 2024	CIEN	Ciena	Q4'24	10/12	3 medium, 5 low flags	6	1	Call sheet →
December 3, 2024	MRVL	Marvell Technology	Q3'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
2024-11-20	NVDA	NVIDIA	Q3'25	10/12	2 medium, 5 low flags	4	0	Call sheet →
November 7, 2024	MTSI	MACOM Technology Solutions Holdings	Q4'24	7/12	1 high, 3 medium, 2 low flags	4	2	Call sheet →
November 6, 2024	SITM	SiTime	Q3'24	8/12	1 high, 5 medium, 2 low flags	4	0	Call sheet →
November 4, 2024	CRUS	Cirrus Logic	Q2'25	7/12	1 high, 4 medium, 1 low flags	4	0	Call sheet →
November 4, 2024	FN	FabriNet	Q1'25	4/12	1 high, 4 medium, 2 low flags	2	1	Call sheet →
October 31, 2024	VIAV	Viavi Solutions	Q1'25	3/12	2 high, 3 medium, 1 low flags	1	0	Call sheet →
October 30, 2024	TTMI	TTM Technologies	Q3'24	6/12	2 high, 4 medium, 1 low flags	2	3	Call sheet →
October 30, 2024	AEIS	Advanced Energy Industries	Q3'24	9/12	5 medium, 3 low flags	7	0	Call sheet →
October 23, 2024	PI	Impinj	Q3'24	5/12	1 high, 4 medium, 2 low flags	3	2	Call sheet →
September 4, 2024	CIEN	Ciena	Q3'24	2/12	4 high, 4 medium flags	2	1	Call sheet →
2024-08-29	MRVL	Marvell Technology	Q2'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
August 28, 2024	NVDA	NVIDIA	Q2'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
August 19, 2024	FN	FabriNet	Q4'24	6/12	2 high, 3 medium, 2 low flags	5	0	Call sheet →
August 9, 2024	VIAV	Viavi Solutions	Q4'24	7/12	2 high, 4 medium, 1 low flags	2	1	Call sheet →
August 7, 2024	SITM	SiTime	Q2'24	6/12	1 high, 3 medium, 2 low flags	3	0	Call sheet →
August 1, 2024	MTSI	MACOM Technology Solutions Holdings	Q3'24	9/12	2 medium, 4 low flags	3	1	Call sheet →
July 31, 2024	TTMI	TTM Technologies	Q2'24	5/12	2 high, 4 medium, 1 low flags	3	1	Call sheet →
July 30, 2024	AEIS	Advanced Energy Industries	Q2'24	7/12	1 high, 3 medium, 2 low flags	3	1	Call sheet →
July 25, 2024	CLS	Celestica	Q2'24	6/12	2 high, 5 medium, 1 low flags	5	1	Call sheet →
July 24, 2024	PI	Impinj	Q2'24	5/12	1 high, 4 medium, 3 low flags	4	0	Call sheet →
June 6, 2024	CIEN	Ciena	Q2'24	3/12	3 high, 4 medium, 2 low flags	1	2	Call sheet →
May 8, 2024	TE	T1 Energy	Q1'24	5/12	4 high, 3 medium, 1 low flags	2	1	Call sheet →
May 2, 2024	MTSI	MACOM Technology Solutions Holdings	Q2'24	10/12	3 medium, 3 low flags	3	1	Call sheet →
April 25, 2024	CLS	Celestica	Q1'24	6/12	1 high, 3 medium, 4 low flags	6	0	Call sheet →
February 1, 2024	MTSI	MACOM Technology Solutions Holdings	Q1'24	4/12	3 high, 4 medium, 1 low flags	2	2	Call sheet →
November 9, 2023	MTSI	MACOM Technology Solutions Holdings	Q4'23	6/12	2 high, 3 medium, 1 low flags	5	0	Call sheet →
August 3, 2023	MTSI	MACOM Technology Solutions Holdings	Q3'23	6/12	3 high, 4 medium, 1 low flags	1	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.