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DIDIOD

What DIODES promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

29 of 30 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly GAAP gross margin32.8%, plus or minus 1%Mar 2026Jun 2026:Gross profit for the second quarter was $147.6 million or 33.1% of revenue compared to $115.3 million or 31.5% of revenue in the prior year quarter
Call transcript, Jun 2026 · no direct link
Achieved
Annual revenue of $2 billion (three year interim target)$2 billion in annual revenueDec 2025Jun 2026:These expected results drive us closer toward our 3-year financial goals of $2 billion in annual revenue and over $4 in non-GAAP EPS
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open DIODES’s full ledger

A free account opens 5 company ledgers a month. All 54 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 54 tracked commitments for DIODES

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.