| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q1'27 | August 5, 2026 | 7/12 | 1 high, 3 medium, 2 low flags | 3 | 0 | Call sheet → |
| Q4'26 | May 6, 2026 | 8/12 | 3 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q3'26 | February 3, 2026 | 9/12 | 1 high, 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q1'26 | August 5, 2025 | 8/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q4'25 | May 6, 2025 | 11/12 | 1 high, 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q3'25 | February 4, 2025 | 8/12 | 2 medium, 3 low flags | 6 | 0 | Call sheet → |
| Q2'25 | November 4, 2024 | 7/12 | 1 high, 4 medium, 1 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'27 | Pending | Smart power IC for 3D sensing: 'a couple of years before that gets introduced' Management confirmed development 'continued on schedule during the quarter', but product has not yet launched; still pending per original multi-year timeline. |
| Q1'27 | Pending | Expect more than half of PC revenue to come from mainstream devices in FY27 Not addressed or updated on this call; actual not stated. |
| Q1'27 | Pending | Expect SDCA to reach closer to 80% of PC revenue in FY27 Not addressed or updated on this call; actual not stated. |
| Q1'27 | Pending | 'We believe we can deliver strong growth in fiscal 27' in PC business Full fiscal year has not ended; management this quarter stated PC expectations 'have come down since we spoke in May', a revision of the prior growth commitment, not yet a confirmed miss since FY27 is not complete. |
| Q1'27 | Delivered | Q1 FY27 OpEx guidance of $132M to $138M Actual non-GAAP OpEx was $135.4M, within the guided range. |
| Q1'27 | Delivered | Q1 FY27 gross margin guidance of 51% to 53% Actual gross margin came in at 52.7%, within the guided range. |
| Q1'27 | Delivered | Q1 FY27 revenue guidance of $430M to $490M Actual revenue came in at $460M, in line with the midpoint of guidance. |
| Q4'26 | Pending | Continue to deliver strong growth in PC even with market pullback New promise for FY27, hedged with market concerns |
| Q4'26 | Exceeded | Revenue guidance $410-470M for Q4 Delivered $448.5M, above midpoint of range |
| Q4'26 | Pending | Mainstream PC tier to roughly double in FY27 Made the promise for FY27, expect more than half of PC revenue from mainstream |
| Q4'26 | Exceeded | SDCA transition to continue accelerating SDCA went from 15-20% to almost 60% of PC revenue, ahead of expectations |
| Q4'26 | Delivered | Exit FY26 with very good growth momentum into FY27 for PC Confirmed strong momentum with 60 programs vs 19 previously, mainstream penetration growing |
| Q4'26 | Delivered | PC revenue to roughly double in fiscal 2026 from low tens of millions in FY25 Delivered - went from low tens to low $40M range, roughly doubled as promised |
| Q3'26 | Exceeded | SDCA adoption accelerating with favorable win rates SDCA growing from 15-20% to 50% market penetration, 75% win rate maintained |
| Q3'26 | Delivered | Revenue seasonality to look historically normal after Q3 Q4 guidance implies normal seasonal decline pattern |
| Q3'26 | Delivered | Continue to see further pricing adjustments with cost reductions to offset Confirmed ongoing pricing pressure offset by supply chain efficiencies |
| Q3'26 | Exceeded | Inventory expected to decrease slightly in Q3 Inventory fell $47M and 18 days vs 'slight' decrease promised |
| Q3'26 | Delivered | First product featuring voice technology expected to sample in December quarter Confirmed sampling started in December quarter to PC OEMs |
| Q3'26 | Pending | PC revenue expected to roughly double in fiscal 2026 from low tens of millions in fiscal 2025 Still on track with Q3 progress, but general market headwinds creating noise |
| Q1'26 | Pending | Geographic supply chain diversification Mentioned continued investment but no specific progress metrics provided |
| Q1'26 | Exceeded | New timing products customer adoption Already designed into Tier 1 automotive customer despite recent launch |
| Q1'26 | Delivered | Next-generation PC amplifier and codec sampling Now report these components designed into several new laptops |
| Q1'26 | Exceeded | Inventory to decrease slightly in Q1 FY26 Delivered $20M decrease vs 'slight' expectation |
| Q1'26 | Pending | PC revenue to roughly double in FY26 Reiterated this quarter, implies $20-30M target |
| Q1'26 | Delivered | Low tens of millions PC revenue in FY25 Management confirmed they 'tracked to what we said on that front' |
| Q4'25 | Delivered | Sampling timing products for auto and professional audio Products now sampling with good customer interest |
| Q4'25 | Delivered | Geographic diversification of supply chain investments Actively working on this in response to trade environment |
| Q4'25 | Delivered | Will continue investing in battery/power R&D programs Confirmed continued investment and progress on key IP |
| Q4'25 | Delivered | New codec and boosted amp will ship for multiple generations Products successfully launched and contributing to revenue |
| Q4'25 | Pending | Expect PC revenue to roughly double in FY26 Reaffirmed this commitment with stronger language |
| Q4'25 | Delivered | Targeting low tens of millions PC revenue in FY25 Confirmed they tracked to this target as they approach end of FY25 |
| Q3'25 | Delivered | Multiple customer product introductions in laptop space coming Highlighted Arrow Lake reference design and mainstream laptop win |
| Q3'25 | Exceeded | Continue returning capital via share repurchases Accelerated repurchases to $70M vs $50M prior quarter |
| Q3'25 | Delivered | Inventory to increase as we manage GlobalFoundries commitments Inventory up slightly, confirmed will continue increasing into FY26 |
| Q3'25 | Delivered | More favorable mix of camera controllers Explicitly called out favorable mix contributing to robust results |
| Q3'25 | Delivered | Next generation custom boosted amplifier and 22nm smart codec shipping Both products began shipping in recent smartphones as promised |
| Q3'25 | Delivered | Targeting low tens of millions PC revenue in FY25 Confirmed tracking to this target with strong design win momentum |
| Q2'25 | Delivered | Inventory to increase in Q2 for smartphone launches Inventory increased $39M as guided, with more increases expected |
| Q2'25 | Delivered | Design wins with top six laptop OEMs worldwide Confirmed ongoing with example of eight-chip laptop design |
| Q2'25 | Pending | Investing in R&D programs for power and battery technologies Mentioned continued investments but no specific product announcements |
| Q2'25 | Delivered | Camera controller content to benefit from more favorable mix Management confirmed favorable mix with recent smartphone launches |
| Q2'25 | Delivered | 22 nanometer smart codec and boosted amplifier to ship for multiple smartphone generations Both products now shipping as promised, positioned as multi-generation platform |
| Q2'25 | Pending | PC business targeting low tens of millions in FY25 Reiterated identical target from Q1 - no progress update provided |
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.