| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 8/12 | 1 medium, 1 low flags | 4 | 0 | Call sheet → |
| Q1'26 | May 5, 2026 | 10/12 | 3 medium, 4 low flags | 7 | 0 | Call sheet → |
| Q4'25 | February 19, 2026 | 9/12 | 3 medium, 3 low flags | 3 | 1 | Call sheet → |
| Q3'25 | 2025-11-06 | 9/12 | 6 low flags | 3 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Rigaku 27% stake purchase expected to close in 2026, funded primarily with cash on hand The expected 2026 closing period is not complete at this call. Verify the closing date and financial contribution in filings; lack of a call update does not establish failure. |
| Q2'26 | Pending | Non-GAAP: Exit Q4 2026 with operating margin greater than 30% Period not ended; current guidance raised to exit the year at 33%+, a revision, not a delivered outcome. |
| Q2'26 | Pending | FY2026 advanced nodes growth of approximately 25% Fiscal year not complete; guidance raised to >35% this quarter, a revision upward, not yet a final result. |
| Q2'26 | Pending | FY2026 advanced packaging growth of more than 50% Fiscal year not complete; guidance raised to ~80% this quarter, a revision upward, not yet a final result. |
| Q2'26 | Pending | FY2026 revenue growth of more than 30% Fiscal year not complete; guidance has effectively been raised via the 2H growth bump to >25% over 1H, a revision not yet a delivered/missed outcome. |
| Q2'26 | Exceeded | Q2 EPS guidance of approximately $1.69 Actual Q2 EPS was $1.93, 20 cents above the high end of guidance. |
| Q2'26 | Exceeded | Non-GAAP: Q2 operating margin guidance of 28%-28.6% Actual Q2 operating margin was 30%. |
| Q2'26 | Exceeded | Non-GAAP: Q2 gross margin guidance of 56%-56.5% Actual Q2 gross margin was 57%. |
| Q2'26 | Exceeded | Q2 revenue guidance of $320-330 million Actual Q2 revenue came in at $343 million, above the high end of the prior range. |
| Q1'26 | Exceeded | Advanced nodes mid-teens growth Upgraded to 25% growth expectation for 2026 |
| Q1'26 | Delivered | G5 evaluations ending Q1/Q2 with second half ramps Multiple customer qualifications completed, shipments ramping |
| Q1'26 | Exceeded | Operating margin 25.5-26.5% in Q1 Delivered 26.7%, above high end |
| Q1'26 | Exceeded | 50 bps gross margin improvement in Q1 Delivered 110 bps improvement to 55.7% |
| Q1'26 | Exceeded | Advanced packaging 30%+ growth Upgraded to 50%+ growth for 2026 |
| Q1'26 | Exceeded | Q2 revenue exceeding $300M Upgraded to $320-330M, 10% above prior analyst expectations |
| Q1'26 | Exceeded | Q1 revenue $275-285M Delivered $292M, above high end of range |
| Q4'25 | Delivered | Semilab close in coming weeks Closed November 17, $445M cash + 641K shares |
| Q4'25 | Pending | Over 60% production from extended factories by end Q1 2026 At 50% in Q4, tracking toward target |
| Q4'25 | Pending | Sequential growth in first half 2026 Guided 12-14% first half growth vs H2 2025 |
| Q4'25 | Delivered | Record advanced node revenue for full year 2025 $308M advanced nodes, more than doubled from 2024 |
| Q4'25 | Missed | First Dragonfly G5 shipment in few weeks, additional in December Shipped to one customer but others still in evaluation phase, timeline extended |
| Q4'25 | Delivered | 3Di technology full qualification at 2 HBM customers Both qualifications completed, volume order discussions started |
| Q3'25 | Exceeded | Roughly half of production from international facilities by H1 2026 Now targeting 60% by Q1 2026, ahead of schedule |
| Q3'25 | Pending | Semilab closing in 'coming months' (Q2 guidance) Now expecting 'coming weeks' after DOJ second request resolved |
| Q3'25 | Delivered | Advanced nodes nearly doubling in 2025 vs 2024 Confirmed ~$300M target vs $148.5M in 2024 |
| Q3'25 | Pending | Sharp acceleration in AI logic packaging revenue in Q4, +50% QoQ Guided to nearly double packaging revenue Q3 to Q4, ahead of promise |
| Q3'25 | Pending | Q4 revenue rebound to levels consistent with Q1-Q2 2025 Q4 guidance midpoint $257.5M vs Q1-Q2 average ~$250M, tracking to promise |
| Q3'25 | Delivered | Ship next-gen Dragonfly systems to several customers in H2 2025 First shipment scheduled in weeks with additional systems in December |
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