Current guidance
7 items
Each item compared with the same item in the previous release (Jun 24, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue (Non-GAAP Outlook) | for Q1 FY2027 | — | “$61.5 billion ± $1.5 billion” | Filing ↗ |
| New | Diluted earnings per share (GAAP Outlook) | for Q1 FY2027 | — | “$37.84 ± $1.00” | Filing ↗ |
| New | Diluted earnings per share (Non-GAAP Outlook) | for Q1 FY2027 | — | “$38.15 ± $1.00” | Filing ↗ |
| New | Gross margin (GAAP Outlook) | for Q1 FY2027 | — | “Approximately 85.95%” | Filing ↗ |
| New | Gross margin (Non-GAAP Outlook) | for Q1 FY2027 | — | “Approximately 86.25%” | Filing ↗ |
| New | Operating expenses (GAAP Outlook) | for Q1 FY2027 | — | “Approximately $2.31 billion” | Filing ↗ |
| New | Operating expenses (Non-GAAP Outlook) | for Q1 FY2027 | — | “Approximately $2.06 billion” | 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 |
|---|---|---|---|---|---|---|
| Revenue (Non-GAAP Outlook) | “$61.5 billion ± $1.5 billion” | for Q1 FY2027 | Company-defined | Sep 30, 2026 | 1 | Filing ↗ |
| Diluted earnings per share (GAAP Outlook) | “$37.84 ± $1.00” | for Q1 FY2027 | GAAP-tied | Sep 30, 2026 | 1 | Filing ↗ |
| Diluted earnings per share (Non-GAAP Outlook) | “$38.15 ± $1.00” | for Q1 FY2027 | Company-defined | Sep 30, 2026 | 1 | Filing ↗ |
| Gross margin (GAAP Outlook) | “Approximately 85.95%” | for Q1 FY2027 | GAAP-tied | Sep 30, 2026 | 1 | Filing ↗ |
| Gross margin (Non-GAAP Outlook) | “Approximately 86.25%” | for Q1 FY2027 | Company-defined | Sep 30, 2026 | 1 | Filing ↗ |
| Operating expenses (GAAP Outlook) | “Approximately $2.31 billion” | for Q1 FY2027 | Company-defined | Sep 30, 2026 | 1 | Filing ↗ |
| Operating expenses (Non-GAAP Outlook) | “Approximately $2.06 billion” | for Q1 FY2027 | Company-defined | Sep 30, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Quarterly dividend | “$0.15 per share” | — | Declared action | Dec 18, 2024 | 6 | Filing ↗ |
Quarterly dividend, No period stated — 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 | No period |
|---|---|---|---|---|
| Q4 revenue sequential growth | — | — | 1 statement | 1 statement |
| Revenue | — | 2 statements | 2 statements | — |
| Revenue (Non-GAAP Outlook) | 1 statement | 4 statements | 3 statements | — |
| Revenue and profitability outlook (CEO statement) | — | — | 1 statement | — |
| Diluted earnings per share (GAAP Outlook) | 1 statement | 6 statements | 3 statements | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Sep 30, 2026 | FY2026 Q4 | 0000723125-26-000018 | 9 | Open filing ↗ |
| Jun 24, 2026 | FY2026 Q3 | 0000723125-26-000013 | 14 | Open filing ↗ |
| Mar 18, 2026 | FY2026 Q2 | 0000723125-26-000004 | 17 | Open filing ↗ |
| Dec 17, 2025 | FY2026 Q1 | 0000723125-25-000044 | 9 | Open filing ↗ |
| Sep 23, 2025 | FY2025 Q4 | 0000723125-25-000024 | 10 | Open filing ↗ |
| Jun 25, 2025 | FY2025 Q3 | 0000723125-25-000019 | 10 | Open filing ↗ |
| Mar 20, 2025 | FY2025 Q2 | 0000723125-25-000006 | 11 | Open filing ↗ |
| Dec 18, 2024 | FY2025 Q1 | 0000723125-24-000046 | 10 | Open filing ↗ |