OSELDEVICE

What OSEL Devices 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 2 delivered 3 missed 6 open
  • Overall Revenue Growth delivered said Q4 FY25 Promised: 25% CAGR for both the divisions Q4 FY26: Achieved 56.9% YoY revenue growth for FY26, significantly exceeding both the original and diluted targets.
  • Receivable Days as % of Sales went quiet said Q4 FY25 Promised: remain to around 30%-35% for next year Q4 FY26: No data provided on receivable days for FY26 in the year-end earnings call. The deadline to verify this promise has passed.
  • Smartphone Launch delayed said Q4 FY25 Promised: by this year end, I guess we should have it Q4 FY26: Company 'successfully entered the smartphone market since March', a slight delay from the December 2025 target for trial supplies.

The rest of the ledger

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

See what Pro opens