| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 26, 2026 | 9/12 | 1 high, 5 medium, 2 low flags | 6 | 3 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | FY2026 effective tax rate of around 20% Fiscal year not yet complete; this call revised the expectation to 'high teens percent due to year-to-date discrete tax benefits', a revision rather than a final outcome. |
| Q3'26 | Pending | FY2026 CapEx of $2.5-3.0 billion Fiscal year not yet complete; guidance was revised down to 'around $2.5 billion' on this call, a cut toward the low end rather than a final result. |
| Q3'26 | Delivered | Q3 operating expenses of approximately $140 million Actual Q3 operating expenses were $139 million. |
| Q3'26 | Missed | Consumer revenue to grow mid-teens percent sequentially in Q3 Actual consumer revenue grew 10% sequentially, below the mid-teens guide. |
| Q3'26 | Exceeded | Auto/Industrial revenue to grow mid-single digits sequentially in Q3 Actual auto/industrial growth was 7% sequential, above a mid-single-digit guide. |
| Q3'26 | Delivered | Communications revenue to decline high-single digits sequentially in Q3 Actual communications revenue declined 8% sequentially, matching the guide. |
| Q3'26 | Missed | Computing revenue expected to accelerate to nearly 30% sequentially in Q3 Actual computing growth was 25% sequential; management attributed the gap to internal process timing, not demand. |
| Q3'26 | Delivered | Q3 net income guide of $180-205 million Actual Q3 net income was $191 million, within range. |
| Q3'26 | Delivered | Q3 EPS guide of 72-82 cents Actual Q3 EPS was 76 cents, within range. |
| Q3'26 | Missed | Q3 gross margin guide of 18.5-19.5% Actual Q3 gross margin was 18.3%, below the low end of the guided range. |
| Q3'26 | Delivered | Q3 revenue guide of $1.95-2.05 billion Actual Q3 revenue was $1.99 billion, within the guided range. |
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