| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 4, 2026 | 8/12 | 5 medium, 3 low flags | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | FY26 adjusted free cash flow margin of 9-12% Guidance was raised this quarter to 11-13% per, an upward revision rather than a resolved outcome since the fiscal year is ongoing. |
| Q2'26 | Pending | Exit 2026 at approximately 3x net leverage Year not complete, but per the July equitization pushed pro forma net leverage to 0.7x, a materially favorable revision to the original glide path. |
| Q2'26 | Pending | Richmond facility ramping March 2026 and 31MW of 2026 committed capacity delivered on schedule Per, Memphis (15MW) is still targeted for second-half 2026, so the full-year commitment is not yet fully resolved even though Richmond and Kansas City launched ahead of target. |
| Q2'26 | Pending | 2027 revenue to exceed $1.7B, 50%+ growth Management reaffirmed confidence in the 50%+ growth figure but explicitly declined to update the specific dollar target this quarter, per, citing timing uncertainty on new capacity. |
| Q2'26 | Pending | FY2026 revenue growth raised to 25-27%, exit Q4 approaching 30% Fiscal year not complete; guidance was revised upward again this quarter to ~30.5% FY with a 35%+ exit rate per, a raise rather than a resolution. |
| Q2'26 | Exceeded | Q2 2026 revenue guidance of $272-274M, 24-25% YoY growth Actual Q2 revenue came in at $281M, +29% YoY, above the high end of guidance. |
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