Current guidance
56 items
Each item compared with the same item in the previous release (May 27, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Net revenue | for Q3 FY2027 | — | “$3.150 billion +/- 5%” | Filing ↗ |
| New | Non-GAAP net revenue | for Q3 FY2027 | — | “$3,150 +/- 5%” | Filing ↗ |
| New | GAAP diluted net income per share | for Q3 FY2027 | — | “$0.53 +/- $0.05 per share” | Filing ↗ |
| New | GAAP gross margin | for Q3 FY2027 | — | “52.9% to 53.9%” | Filing ↗ |
| New | Non-GAAP diluted net income per share | for Q3 FY2027 | — | “$1.10 +/- $0.05 per share” | Filing ↗ |
| New | Non-GAAP gross margin | for Q3 FY2027 | — | “57.5% to 58.5%” | Filing ↗ |
| New | Basic weighted-average shares outstanding | for Q3 FY2027 | — | “900 million” | Filing ↗ |
| New | Diluted weighted-average shares outstanding | for Q3 FY2027 | — | “921 million” | Filing ↗ |
| New | GAAP operating expenses | for Q3 FY2027 | — | “approximately $1.015 billion” | Filing ↗ |
| New | Total GAAP operating expenses | for Q3 FY2027 | — | “~$1,015” | Filing ↗ |
| New | Total non-GAAP operating expenses | for Q3 FY2027 | — | “~$655” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Net revenue | for Q2 FY2027 | “$2.700 billion +/- 5%” | — | Filing ↗ |
| Not restated | Net revenue | for Q1 FY2027 | “$2.400 billion +/- 5%” | — | Filing ↗ |
| Not restated | GAAP gross margin | for Q1 FY2027 | “51.4% to 52.4%” | — | Filing ↗ |
| Not restated | Non-GAAP gross margin | for Q2 FY2027 | “58.25% to 59.25%” | — | Filing ↗ |
| Not restated | Non-GAAP gross margin | for Q1 FY2027 | “58.25% to 59.25%” | — | Filing ↗ |
| Not restated | Basic weighted-average shares outstanding | for Q2 FY2027 | “899 million” | — | Filing ↗ |
| Not restated | Basic weighted-average shares outstanding | for Q1 FY2027 | “876 million” | — | Filing ↗ |
| Not restated | Diluted weighted-average shares outstanding | for Q2 FY2027 | “915 million” | — | Filing ↗ |
| Not restated | Diluted weighted-average shares outstanding | for Q1 FY2027 | “883 million” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q2 FY2027 | “approximately $960 million” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q1 FY2027 | “approximately $872 million” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q2 FY2027 | “approximately $600 million” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q1 FY2027 | “approximately $575 million” | — | Filing ↗ |
| Not restated | Net revenue | for Q4 FY2026 | “$2.200 billion +/- 5%” | — | Filing ↗ |
| Not restated | Net revenue | for Q3 FY2026 | “$2.060 billion +/- 5%” | — | Filing ↗ |
| Not restated | Non-GAAP net revenue | for FY2026 | “$2,700 +/- 5%” | — | Filing ↗ |
| Not restated | Revenue growth | for FY2026 | “forecasted to exceed 40%” | — | Filing ↗ |
| Not restated | Non-GAAP gross margin | for FY2026 | “58.25% - 59.25%” | — | Filing ↗ |
| Not restated | Non-GAAP gross margin | for Q3 FY2026 | “59.5% to 60.0%” | — | Filing ↗ |
| Not restated | Basic weighted-average shares outstanding | for Q4 FY2026 | “850 million” | — | Filing ↗ |
| Not restated | Basic weighted-average shares outstanding | for Q3 FY2026 | “863 million” | — | Filing ↗ |
| Not restated | Diluted weighted-average shares outstanding | for Q4 FY2026 | “857 million” | — | Filing ↗ |
| Not restated | Diluted weighted-average shares outstanding | for Q3 FY2026 | “870 million” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q4 FY2026 | “approximately $741 million” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q3 FY2026 | “approximately $719 million” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q4 FY2026 | “approximately $515 million” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q3 FY2026 | “approximately $485 million” | — | Filing ↗ |
| Not restated | Total GAAP operating expenses | for FY2026 | “~$960” | — | Filing ↗ |
| Not restated | Total non-GAAP operating expenses | for FY2026 | “~$600” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net revenue | “$3.150 billion +/- 5%” | for Q3 FY2027 | GAAP-tied | Aug 27, 2026 | 1 | Filing ↗ |
| Net revenue | “$2.700 billion +/- 5%” | for Q2 FY2027 | GAAP-tied | May 27, 2026 | 1 | Filing ↗ |
| Net revenue | “$2.400 billion +/- 5%” | for Q1 FY2027 | GAAP-tied | Mar 5, 2026 | 1 | Filing ↗ |
| Non-GAAP net revenue | “$3,150 +/- 5%” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Revenue | “$2.7 billion at the mid-point, representing 35% year-over-year growth” | for Q2 FY2027 | GAAP-tied | May 27, 2026 | 1 | Filing ↗ |
| GAAP diluted net income per share | “$0.53 +/- $0.05 per share” | for Q3 FY2027 | GAAP-tied | Aug 27, 2026 | 1 | Filing ↗ |
| GAAP diluted net income per share | “$0.37 +/- $0.05 per share” | for Q2 FY2027 | GAAP-tied | May 27, 2026 | 1 | Filing ↗ |
| GAAP diluted net income per share | “$0.31 +/- $0.05 per share” | for Q1 FY2027 | GAAP-tied | Mar 5, 2026 | 1 | Filing ↗ |
| GAAP gross margin | “52.9% to 53.9%” | for Q3 FY2027 | GAAP-tied | Aug 27, 2026 | 1 | Filing ↗ |
| GAAP gross margin | “52.1% to 53.1%” | for Q2 FY2027 | GAAP-tied | May 27, 2026 | 1 | Filing ↗ |
| GAAP gross margin | “51.4% to 52.4%” | for Q1 FY2027 | GAAP-tied | Mar 5, 2026 | 1 | Filing ↗ |
| Non-GAAP diluted net income per share | “$1.10 +/- $0.05 per share” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Non-GAAP diluted net income per share | “$0.93 +/- $0.05 per share” | for Q2 FY2027 | Company-defined | May 27, 2026 | 1 | Filing ↗ |
| Non-GAAP diluted net income per share | “$0.79 +/- $0.05 per share” | for Q1 FY2027 | Company-defined | Mar 5, 2026 | 1 | Filing ↗ |
| Non-GAAP gross margin | “57.5% to 58.5%” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Non-GAAP gross margin | “58.25% to 59.25%” | for Q2 FY2027 | Company-defined | May 27, 2026 | 1 | Filing ↗ |
| Non-GAAP gross margin | “58.25% to 59.25%” | for Q1 FY2027 | Company-defined | Mar 5, 2026 | 1 | Filing ↗ |
| Basic weighted-average shares outstanding | “900 million” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Basic weighted-average shares outstanding | “899 million” | for Q2 FY2027 | Company-defined | May 27, 2026 | 1 | Filing ↗ |
| Basic weighted-average shares outstanding | “876 million” | for Q1 FY2027 | Company-defined | Mar 5, 2026 | 1 | Filing ↗ |
| Diluted weighted-average shares outstanding | “921 million” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Diluted weighted-average shares outstanding | “915 million” | for Q2 FY2027 | Company-defined | May 27, 2026 | 1 | Filing ↗ |
| Diluted weighted-average shares outstanding | “883 million” | for Q1 FY2027 | Company-defined | Mar 5, 2026 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $1.015 billion” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $960 million” | for Q2 FY2027 | Company-defined | May 27, 2026 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $872 million” | for Q1 FY2027 | Company-defined | Mar 5, 2026 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “approximately $600 million” | for Q2 FY2027 | Company-defined | May 27, 2026 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “approximately $575 million” | for Q1 FY2027 | Company-defined | Mar 5, 2026 | 1 | Filing ↗ |
| Total GAAP operating expenses | “~$1,015” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Total non-GAAP operating expenses | “~$655” | for Q3 FY2027 | Company-defined | Aug 27, 2026 | 1 | Filing ↗ |
| Net revenue | “$2.200 billion +/- 5%” | for Q4 FY2026 | GAAP-tied | Dec 2, 2025 | 1 | Filing ↗ |
| Net revenue | “$2.060 billion +/- 5%” | for Q3 FY2026 | GAAP-tied | Aug 28, 2025 | 1 | Filing ↗ |
| Non-GAAP net revenue | “$2,700 +/- 5%” | for FY2026 | Company-defined | Dec 2, 2025 | 3 | Filing ↗ |
| Revenue growth | “forecasted to exceed 40%” | for FY2026 | GAAP-tied | Dec 2, 2025 | 1 | Filing ↗ |
| GAAP diluted net income per share | “$0.37 +/- $0.05” | for FY2026 | GAAP-tied | Dec 2, 2025 | 3 | Filing ↗ |
| GAAP diluted net income per share | “$0.36 +/- $0.05 per share” | for Q4 FY2026 | GAAP-tied | Dec 2, 2025 | 1 | Filing ↗ |
| GAAP diluted net income per share | “$2.03 +/- $0.05 per share” | for Q3 FY2026 | GAAP-tied | Aug 28, 2025 | 1 | Filing ↗ |
| GAAP gross margin | “52.1% - 53.1%” | for FY2026 | GAAP-tied | Dec 2, 2025 | 3 | Filing ↗ |
| GAAP gross margin | “51.1% to 52.1%” | for Q4 FY2026 | GAAP-tied | Dec 2, 2025 | 1 | Filing ↗ |
| GAAP gross margin | “51.5% to 52.0%” | for Q3 FY2026 | GAAP-tied | Aug 28, 2025 | 1 | Filing ↗ |
| Non-GAAP diluted net income per share | “$0.93 +/- $0.05” | for FY2026 | Company-defined | Dec 2, 2025 | 3 | Filing ↗ |
| Non-GAAP diluted net income per share | “$0.79 +/- $0.05 per share” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Non-GAAP diluted net income per share | “$0.74 +/- $0.05 per share” | for Q3 FY2026 | Company-defined | Aug 28, 2025 | 1 | Filing ↗ |
| Non-GAAP gross margin | “58.25% - 59.25%” | for FY2026 | Company-defined | Dec 2, 2025 | 3 | Filing ↗ |
| Non-GAAP gross margin | “58.5% to 59.5%” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Non-GAAP gross margin | “59.5% to 60.0%” | for Q3 FY2026 | Company-defined | Aug 28, 2025 | 1 | Filing ↗ |
| Basic weighted-average shares outstanding | “850 million” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Basic weighted-average shares outstanding | “863 million” | for Q3 FY2026 | Company-defined | Aug 28, 2025 | 1 | Filing ↗ |
| Diluted weighted-average shares outstanding | “857 million” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Diluted weighted-average shares outstanding | “870 million” | for Q3 FY2026 | Company-defined | Aug 28, 2025 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $741 million” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $719 million” | for Q3 FY2026 | Company-defined | Aug 28, 2025 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “approximately $515 million” | for Q4 FY2026 | Company-defined | Dec 2, 2025 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “approximately $485 million” | for Q3 FY2026 | Company-defined | Aug 28, 2025 | 1 | Filing ↗ |
| Total GAAP operating expenses | “~$960” | for FY2026 | Company-defined | Dec 2, 2025 | 3 | Filing ↗ |
| Total non-GAAP operating expenses | “~$600” | for FY2026 | Company-defined | Dec 2, 2025 | 3 | Filing ↗ |
Non-GAAP net revenue, for FY2026 — every statement across the year, each linked to its filing.
12 companies in Semiconductors. What they guide on, and who reported this season.
| Micron Technology | Sep 30, 2026 | 7 changes |
| Broadcom | Sep 2, 2026 | 6 changes |
| Marvell Technology | Aug 27, 2026 | 11 changes |
| Nvidia | Aug 26, 2026 | 6 changes |
| Analog Devices | Aug 19, 2026 | 8 changes |
| Microchip Technology | Aug 6, 2026 | 31 changes |
| AMD | Aug 4, 2026 | 10 changes |
| Onsemi | Aug 3, 2026 | 15 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 |
|---|---|---|---|
| Net revenue | 3 statements | 4 statements | 1 statement |
| Non-GAAP net revenue | 1 statement | 3 statements | 3 statements |
| Revenue | 1 statement | 3 statements | 1 statement |
| Sequential revenue growth (midpoint of) | — | — | 1 statement |
| Sequential revenue growth at the midpoint of | — | — | 1 statement |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 27, 2026 | FY2027 Q2 | 0001835632-26-000022 | 11 | Open filing ↗ |
| May 27, 2026 | FY2027 Q1 | 0001835632-26-000014 | 17 | Open filing ↗ |
| Mar 5, 2026 | FY2026 Q4 | 0001835632-26-000006 | 16 | Open filing ↗ |
| Dec 2, 2025 | FY2026 Q3 | 0001835632-25-000193 | 17 | Open filing ↗ |
| Aug 28, 2025 | FY2026 Q2 | 0001835632-25-000187 | 16 | Open filing ↗ |
| May 6, 2025 | FY2026 Q1 | 0001193125-25-113881 | 1 | Open filing ↗ |
| Mar 5, 2025 | FY2025 Q4 | 0001835632-25-000051 | 18 | Open filing ↗ |
| Dec 3, 2024 | FY2025 Q3 | 0001835632-24-000197 | 20 | Open filing ↗ |
1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Year-over-year revenue growth = expected to accelerate each quarter | span gate: value not verbatim in filing | Mar 5, 2026 |