Earnings guidance tracker: delivered, missed or revised Years of earnings calls and financials, explained in minutes.

Original outlook

$43.0B±2% · said 26 Feb 2025

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Reported revenue

$44.1B28 May 2025

✓Achieved · Reported revenue exceeded the $43.86B upper end of the guidance range. This comparison alone says nothing about the stock’s future return.

• Full-year operating margin Original statement: “Operating margin expected between 24% and 25% for FY2026.” Later call: Raised range to 25.5%–26.0% on stronger enterprise mix.
  ⇄Revised
• Hardware gross margin recovery Original statement: “Gross margin to return above 40% by year-end.” Later call: Due quarter passed without management addressing the target.
  ∅Ghosted
• Analyst Q&A evasion · Customer churn rate Analysts asked for net dollar retention across two consecutive quarters; management pivoted to gross bookings without stating the figure.
  2 calls in a row

• Verdicts reflect the calls Inve analysed.A company may have said more elsewhere; each row shows the calls it is based on.
• “Delayed” is a change of date.It records that a later call moved the deadline. It is not an outcome and not a judgement on the company.
• Silence is not withdrawal.In the US, silence before a target is due does not mark it “went quiet”; later treatment also depends on earlier updates and transcript coverage. For Indian targets, the comparison instructions reserve “went quiet” for deadlines near or past.
• Original and latest wording.Read the original wording beside the latest analysed call's statement in separate columns.

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