HighGravityDataSigned in · PRO
Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Dec 12, 2024 FY24 Q4 | Mar 6, 2025 FY25 Q1 | Jun 5, 2025 FY25 Q2 | Sep 4, 2025 FY25 Q3 | Dec 11, 2025 FY25 Q4 | Mar 4, 2026 FY26 Q1 | Jun 3, 2026 FY26 Q2 | Sep 2, 2026 FY26 Q3 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| AI semiconductor revenue | — | — | — | — | — | — | — | New“$21.7 billion” |
| AI semiconductor revenue | — | — | — | — | — | New“$10.7 billion” | — | — |
| AI semiconductor revenue | — | — | — | — | New“$8.2 billion” | — | — | — |
| AI semiconductor revenue outlook | — | — | — | — | New“$8.2 billion” | — | — | — |
| AI semiconductor revenue outlook (CEO) | — | — | — | — | — | — | — | New“$21.7 billion, up 236% year-over-year” |
| Consolidated revenue growth forecast (CFO) | — | — | — | — | — | — | — | New“forecasted to increase 93% year-over-year to $34.8 billion” |
| Fiscal year 2026 revenue | — | — | — | — | — | — | — | New“approximately $34.8 billion, an increase of 93 percent from the prior year period” |
| Fiscal year 2026 revenue | — | — | — | — | — | — | New“approximately $29.4 billion” | — |
| Fiscal year 2026 revenue | — | — | — | — | — | New“approximately $22.0 billion” | — | — |
| Fiscal year 2026 revenue | — | — | — | — | New“approximately $19.1 billion” | — | — | — |
| Semiconductor revenue from AI | — | — | — | — | — | — | New“$16.0 billion” | — |
| Semiconductor revenue from AI (CEO outlook) | — | — | — | — | — | — | New“grow over 200 percent year-over-year to $16.0 billion” | — |
| Fiscal year 2026 Adjusted EBITDA | — | — | — | — | — | — | New“approximately 68 percent of projected revenue” | — |
| Fiscal year 2026 Adjusted EBITDA | — | — | — | — | — | New“approximately 68 percent of projected revenue” | — | — |
| Fiscal year 2026 Adjusted EBITDA | — | — | — | — | New“67 percent of projected revenue” | — | — | — |
| Fiscal year 2026 Non-GAAP operating income | — | — | — | — | — | — | — | New“approximately 66 percent of projected revenue” |
| Fiscal year 2026 Non-GAAP operating income | — | — | — | — | — | — | New“approximately 67 percent of projected revenue” | — |
| Non-GAAP operating margin outlook (CFO) | — | — | — | — | — | — | — | New“maintain our non-GAAP operating margin at 66%, flat from a year ago” |
| Expected average diluted share count - GAAP basis | — | — | — | — | New“4,902” | — | — | — |
| Expected average diluted share count - non-GAAP basis | — | — | — | — | New“4,969” | — | — | — |
| Expected weighted-average diluted share count - GAAP basis | — | — | — | — | — | New“4,875” | — | — |
| Expected weighted-average diluted share count - non-GAAP basis | — | — | — | — | — | New“4,944” | — | — |
| Quarterly cash dividend | — | — | — | — | — | — | — | New“$0.65 per share” |
| Quarterly cash dividend approved by Board | — | — | — | — | — | — | New“$0.65 per share” | — |
| Quarterly common stock dividend | — | — | — | — | New“$0.65 per share” | — | — | — |
| Share repurchase program | — | — | — | — | — | New“up to $10 billion” | — | — |
| Target fiscal year 2026 annual common stock dividend | — | — | — | — | New“$2.60 per share” | — | — | — |
| For FY2025 | ||||||||
| AI semiconductor revenue | — | — | — | New“$6.2 billion” | — | — | — | — |
| AI semiconductor revenue | — | — | New“$5.1 billion” | — | — | — | — | — |
| AI semiconductor revenue | — | New“$4.4 billion” | — | — | — | — | — | — |
| AI semiconductor revenue outlook | — | New“$4.4 billion” | — | — | — | — | — | — |
| Expected growth in AI semiconductor revenue | — | — | — | New“$6.2 billion” | — | — | — | — |
| Fiscal year 2025 revenue | — | — | — | New“approximately $17.4 billion” | — | — | — | — |
| Fiscal year 2025 revenue | — | — | New“approximately $15.8 billion” | — | — | — | — | — |
| Fiscal year 2025 revenue | — | New“approximately $14.9 billion, an increase of 19 percent from the prior year period” | — | — | — | — | — | — |
| Fiscal year 2025 revenue | New“approximately $14.6 billion” | — | — | — | — | — | — | — |
| Fiscal year 2025 Adjusted EBITDA | — | — | — | New“67 percent of projected revenue” | — | — | — | — |
| Fiscal year 2025 Adjusted EBITDA | — | — | New“at least 66 percent of projected revenue” | — | — | — | — | — |
| Fiscal year 2025 Adjusted EBITDA | — | New“approximately 66 percent of projected revenue” | — | — | — | — | — | — |
| Fiscal year 2025 Adjusted EBITDA | New“approximately 66 percent of projected revenue” | — | — | — | — | — | — | — |
| Expected average diluted share count - diluted on GAAP basis | — | New“4,840” | — | — | — | — | — | — |
| Expected average diluted share count - diluted on non-GAAP basis | — | New“4,947” | — | — | — | — | — | — |
| Expected average diluted share count - GAAP basis | New“4,828” | — | — | Raised“4,881” | — | — | — | — |
| Expected average diluted share count - Non-GAAP adjustment | — | — | — | New“89” | — | — | — | — |
| Expected average diluted share count - Non-GAAP basis | New“4,896” | — | — | Raised“4,970” | — | — | — | — |
| Expected average diluted share count - weighted-average shares used in per share calculation, diluted, GAAP basis | — | — | New“4,842” | — | — | — | — | — |
| Expected average diluted share count - weighted-average shares used in per share calculation, diluted, non-GAAP basis | — | — | New“4,971” | — | — | — | — | — |
| Quarterly cash dividend | — | — | New“$0.59 per share” | — | — | — | — | — |
| Quarterly cash dividend approved | — | New“$0.59 per share” | — | — | — | — | — | — |
| Quarterly cash dividend approved by Board of Directors | — | — | — | New“$0.59 per share” | — | — | — | — |
| Quarterly common stock dividend | New“$0.59 per share” | — | — | — | — | — | — | — |
| Target fiscal year 2025 annual common stock dividend | New“$2.36 per share” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| New share repurchase program | — | — | — | — | — | New“$10 billion” | — | — |
| Quarterly cash dividend | — | New“$0.59 per share” | — | Reiterated“$0.59 per share” | Raised“$0.65 per share” | Reiterated“$0.65 per share” | Reiterated“$0.65 per share” | — |
| Quarterly cash dividend approved | New“$0.59 per share” | — | — | — | — | — | — | — |
| Quarterly common stock dividend | — | New“$0.59 per share” | Reiterated“$0.59 per share” | Reiterated“$0.59 per share” | — | Raised“$0.65 per share” | Reiterated“$0.65 per share” | Reiterated“$0.65 per share” |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.