IZMO

What IZMO promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 11 tracked 1 delivered 2 missed 8 open
  • Overall Revenue Growth delivered said Q4 FY25 Promised: between 25% to 30% overall growth Q4 FY26: Achieved 26.8% YoY growth for FY26, which is within the original guided range of 25-30%.
  • Overall EBITDA Margin missed said Q4 FY25 Promised: between 35% to 40% at least Q4 FY26: Achieved 19.6% for FY26, missing the revised guidance of 20-25% and the original guidance of 35-40%.
  • Photonic Circuit Product Launch delayed said Q4 FY25 Promised: Q3 this year, the first product should be coming out Q4 FY26: The product did not launch in Q3 FY26 as targeted. Management now expects the first product to come out in 'the next 3 months' (i.e., Q1/Q2 FY27).

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for IZMO — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens