March quarter guidance embeds ~$200m revenue impact from supply constraints, limiting upside response.
| Quarter | Q2 FY25 |
|---|---|
| Length | 54 minutes |
| EPS | $1.82 |
| EPS consensus | $1.67 |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY26 · Q2 FY26 · Q1 FY26 · Q4 FY25 · Q3 FY25 · Q1 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.