Demand remains strong, but a semiconductor supplier outage could reduce Q3 revenue by up to $200 million.
| Quarter | Q1 FY27 |
|---|---|
| Call date | 2026-07-28 |
| Length | 52 minutes |
| EPS | $1.66 |
| EPS consensus | $1.18 |
| Revenue | $1.2B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q3 FY26 · Q2 FY26 · Q1 FY26
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.