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Management credibility scorecard

STMicroelectronics (STM)

1 quarters tracked (Q2'26 to Q2'26) · latest call July 23, 2026
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80%
Kept of 5 resolved - limited history
4
Kept or exceeded
1
Missed
1
Still pending
-0.6%
Share count, 3 yrs/yr · flat

Score History

QuarterCall dateDisclosureFinancial qualityKeptMissed
Q2'26July 23, 20268/121 high, 5 medium, 2 low flags41Call sheet →
Disclosure: the 6-item rubric, each scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior-quarter promises scored on that call.

Promise Ledger · All Quarters

MarkedStatusPromise
Q2'26MissedLow Earth orbit webcast on May 4th
Never mentioned if this actually happened
Q2'26DeliveredComplete NXP MEMS integration as planned
Confirmed progressing well, already seeing design wins
Q2'26DeliveredGross margin sequential improvement through the year
33.8% to 34.8%, on track for Q3 at 37%
Q2'26PendingAchieve H2 vs H1 usual seasonality of 15%
Tracking to exceed with Q4 >$4B guidance
Q2'26ExceededData center revenue 'nicely above $500M' for 2026
Raised to 'above $1 billion', doubling the target
Q2'26DeliveredQ2 revenues at $3.45B plus/minus 3.5%
Hit $3.49B, above midpoint
Each row is a promise from the prior call, scored against the quarter in "Marked". Kept-promise rate counts resolved promises only; pending is excluded.
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Promise-kept rate counts resolved promises only (pending excluded).
Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.

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