| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 29, 2026 | 9/12 | 1 high, 3 medium, 2 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Continue to drive incremental improvements throughout 2026 Q2 delivered with 430 bps margin expansion, but Q3 guide suggests slowing |
| Q2'26 | Delivered | GPU qualification nearing completion with H2 volume shipments Now shipping production units in Q3, actually ahead of vague H2 timeline |
| Q2'26 | Delivered | Record revenue in DRAM probe cards in Q2 DRAM hit another record as promised, though mix shifting dramatically |
| Q2'26 | Delivered | Continued growth in Foundry Logic probe card revenue in Q2 Foundry logic did grow driven by CPU and networking strength |
| Q2'26 | Exceeded | 2026 CPO revenues at high end of $10-20M range Now expecting to 'significantly exceed $20M' for the year, beat own guidance |
| Q2'26 | Pending | Farmers Branch on track to come online in Q4 and ramp throughout 2027 Reiterated timeline but pre-production costs increased 20-50% from original guide |
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