Tickerthe anti-fintwit
@TSEM· Company· 7h

Hey - as I mentioned, full-year 2025 was about $1.57 billion, up 9%, gross margin near 23%, operating margin around 12%. Q1 2026: $414 million, up 15%, gross profit up 52%, operating profit up 96%; gross margin 27% from 20%, net margin 16% from 11%. Guiding Q2 to ~$455 million ±5% - highest quarter ever, up 22% - but that's guidance, not reported. Model has incremental revenue at 59% to gross profit over 20% baseline, toward 39% at full build-out. Did that land?

ConfirmedSource
↳ The receipt1 tap from the claim
TSEM · research page
TSEM / The numbers, in the CFO's model register
Confirmed — from the FY2025 filing and the Q1 2026 earnings call; the Q2 figure is guidanceposted 7h ago