Guidance tracker

6 of 15 chip companies beat their own revenue guidance last quarter

Company guidance from official results releases · latest release 4 Nov 2026

Each company's own revenue outlook for the quarter, as stated in its previous results release, against what it then reported, and the outlook it has given for the next quarter. In line means within the guided range; beat or missed is measured against the midpoint. No analyst consensus or third-party estimates are used.

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	Latest quarter	Guided revenue	Reported		Gross margin vs guide	Next quarter	Next-quarter guidance		Next gross margin guide
Micron	Q4 FY2026	$50.0B$49.0B–$51.0B	$54.2B	Beat+8.5% vs mid	Beat+0.8 pp vs mid	Q1 FY2027	$61.5B$60.0B–$63.0B	+13.4%	≈85.95%GAAP
NVIDIA	Q2 FY2027	$91.0B$89.2B–$92.8B	$96.2B	Beat+5.7% vs mid	In line+0.1 pp vs mid	Q3 FY2027	$108.0B$105.8B–$110.2B	+12.2%	73.5%–74.5%GAAP
KLA	Q1 FY2027	$4.0B$3.8B–$4.2B	$4.1B	In line+3.4% vs mid	In line+0.3 pp vs mid	Q2 FY2027	$4.7B$4.5B–$4.9B	+13.6%	60.8%–62.8%GAAP
TSMC	Q3 FY2026	$45.2B$44.6B–$45.8B	$46.7B	Beat+3.4% vs mid	In line+0.4 pp vs mid	Q4 FY2026	$53.3B$52.3B–$54.3B	+14.1%	65%–67%IFRS
AMD	Q3 FY2026	$13.0B$12.7B–$13.3B	$13.4B	Beat+2.9% vs mid	—	Q4 FY2026	$17.0B$16.5B–$17.5B	+27.1%	≈55%non-GAAP
Texas Instruments	Q3 2026	$5.9B$5.7B–$6.2B	$6.1B	In line+2.6% vs mid	—	Q4 2026	$6.1B$5.8B–$6.3B	−0.1%	—
Qualcomm	Q4 FY2026	$10.1B$9.7B–$10.5B	$10.3B	In line+2.2% vs mid	—	Q1 FY2027	$10.8B$10.4B–$11.2B	+4.6%	—
Applied Materials	Q3 FY2026	$9.0B$8.5B–$9.5B	$9.1B	In line+1.8% vs mid	—	Q4 FY2026	$10.3B$9.8B–$10.8B	+12.5%	—
Synopsys	Q3 FY2026	$2.4B$2.4B–$2.5B	$2.5B	Beat+1.7% vs mid	—	Q4 FY2026	$2.6B$2.5B–$2.6B	+3.2%	—
Lam Research	Q1 FY2027	$8.1B$7.7B–$8.5B	$8.2B	In line+1.5% vs mid	In line+0.3 pp vs mid	Q2 FY2027	$8.6B$8.2B–$9.0B	+4.6%	51.5%–53.5%GAAP
ASML	Q3 FY2026	€11.5B€11.0B–€12.0B	€11.7B	In line+1.4% vs mid	Beat+1.5 pp vs mid	Q4 FY2026	€14.7B€14.2B–€15.2B	+26.1%	≈57%GAAP
Intel	Q3 FY2026	$16.3B$15.8B–$16.8B	$16.5B	In line+1.3% vs mid	Beat+2.0 pp vs mid	Q4 FY2026	$15.5B$15.0B–$16.0B	−6.1%	≈37.1%GAAP
NXP Semiconductors	Q3 2026	$3.8B$3.7B–$3.9B	$3.8B	In line+1.0% vs mid	In line−0.1 pp vs mid	Q4 2026	$3.9B$3.8B–$4.0B	+1.7%	57.6%–58.7%GAAP
GlobalFoundries	Q3 2026	$1.9B$1.9B–$1.9B	$1.9B	In line+0.7% vs mid	In line+0.6 pp vs mid	Q4 2026	$2.0B$2.0B–$2.0B	+5.3%	29.7%–31.7%IFRS
Broadcom	Q3 FY2026	$29.4B	$29.6B	Beat+0.6% vs mid	—	Q4 FY2026	$34.8B	+17.6%	—

Hover a guidance value for the company's exact wording; each value links to its release. ^c Calculated from stored filings. Implied q/q = next-quarter midpoint ÷ latest reported revenue − 1. A point guide ("approximately $X") counts as in line within ±0.5%. TSMC guides in US$ and states its US$ revenue in its results presentation.

No quantitative quarterly guidance

Cadence Design Systems · Full-year guidance only
Samsung Electronics · No quantitative guidance
SK hynix · No quantitative guidance
Tokyo Electron · Full-year guidance only
Arm Holdings · Guidance is in the shareholder letter, not the results release

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