| Metric | Oct 29, 2024 FY25 Q2 | Jan 28, 2025 FY25 Q3 | Apr 29, 2025 FY25 Q4 | Jul 29, 2025 FY26 Q1 | Oct 28, 2025 FY26 Q2 | Jan 27, 2026 FY26 Q3 | May 5, 2026 FY26 Q4 | Jul 28, 2026 FY27 Q1 |
|---|---|---|---|---|---|---|---|---|
| For FY2027 | ||||||||
| Gross margin improvement | — | New“additional gross margin improvement” | — | — | — | — | — | — |
| Non-GAAP diluted earnings per share | — | — | — | — | — | — | New“approaching $7.00” | Reiterated“above $7.00” |
| Non-GAAP gross margin | — | — | — | — | — | — | New“above 50%” | Reiterated“above 50%” |
| For FY2026 | ||||||||
| Quarterly revenue | — | — | — | — | — | New“approximately $800 million, plus or minus $25 million” | — | — |
| Non-GAAP diluted earnings per share | — | — | — | — | — | New“$1.20, plus or minus 15 cents” | — | — |
| Non-GAAP gross margin | — | New“high-40%'s gross margin” | — | — | — | Raised“between 48% and 49%” | — | — |
| Non-GAAP gross margin | — | — | — | New“48% - 50%” | — | — | — | — |
| For FY2025 | ||||||||
| HPA and CSG revenue growth | — | New“double-digit growth” | — | — | — | — | — | — |
| Quarterly revenue | — | New“approximately $850 million, plus or minus $25 million” | Lowered“approximately $775 million, plus or minus $25 million” | Raised“approximately $1.025 billion, plus or minus $50 million” | — | — | — | — |
| Revenue and gross margin | New“slightly down versus fiscal 2024” | — | — | — | — | — | — | — |
| Non-GAAP diluted earnings per share | — | New“between $0.90 and $1.10” | Lowered“between $0.50 and $0.75” | Raised“$2.00, plus or minus 25 cents” | — | — | — | — |
| Non-GAAP gross margin | — | New“between 43% and 44%” | Widened“between 42% and 44%” | Raised“between 48% and 50%” | — | — | — | — |
| HPA and CSG year-over-year growth | New“mid-teen year-over-year growth” | — | — | — | — | — | — | — |
| For FY2024 | ||||||||
| Quarterly revenue | New“approximately $900 million, plus or minus $25 million” | — | — | — | — | — | — | — |
| Non-GAAP diluted earnings per share | New“between $1.10 and $1.30” | — | — | — | — | — | — | — |
| Non-GAAP gross margin | New“approximately 45%” | — | — | — | — | — | — | — |