| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | 2026-07-30 | 6/12 | 3 high, 5 medium, 1 low flags | 3 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | Panel pilot line for customer qualification Confirmed fully automated pilot line installed and in qualification |
| Q2'26 | Delivered | Similar growth rates for assembly and test in 2026 Confirmed both growing at similar rates despite initial test-led expectation |
| Q2'26 | Exceeded | General market growth of 13% for 2026 Revised up to 30% YoY growth, massive beat |
| Q2'26 | Pending | ATM gross margin reaching upper end of structural range (29%) by year-end Q2 at 27.3%, needs 170bp improvement in H2. Q4 guidance suggests they'll exceed 30% |
| Q2'26 | Pending | LEAP revenue over $3.5B for 2026 Now saying 'tracking ahead' but refuses to quantify the beat |
| Q2'26 | Pending | Full process LEAP revenue of $300M for 2026 Still says 'on track' but won't provide Q2 actuals or breakdown |
Get free previews of our earnings-call research: the key changes, management scores, and questions worth investigating. Subscribe for full call sheets and deeper analysis.
Subscriptions are managed by Substack. If the form does not load, subscribe directly. Or follow the RSS feed.