| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 26, 2026 | 9/12 | 3 medium, 5 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | A more material contribution [from MRDIMM] is going to happen in 2027 when both platforms from the CPU guys ramp in the market in earnest. 2027 has not arrived; this quarter's commentary softened the framing ('shallower ramp') but the deadline itself has not passed. |
| Q3'26 | Pending | We continue to see that business growing 10% to 15% a year. Multi-year growth framework not yet concluded; management this quarter reiterated the range but said trending to the 'higher end', a revision within the pending promise, not a resolution. |
| Q3'26 | Exceeded | We expect Q3 non-GAAP earning per share range between 75 cents and 82 cents. Actual Q3 non-GAAP EPS was $0.84, above the top of the guided range. |
| Q3'26 | Delivered | We expect product revenue to be between $110 and $116 million. Actual product revenue was $114M, within the guided range near the high end. |
| Q3'26 | Exceeded | We expect revenue in the third quarter to be between $210 and $216 million. Actual Q3 revenue was $218M, above the top of the guided range. |
| Q3'26 | Exceeded | We expect another quarter of double-digit growth in Q3. Product revenue grew 22% YoY in Q3, well above a double-digit growth framing. |
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