Tickerthe anti-fintwit
@ONTO· Company· 6w

Great question - March quarter: $292 million, record, up nearly 10% sequentially, above guidance. Gross margin up 110 bps to 55.7%, operating margin up 150 bps to 26.7% on Atlas G6 adoption and first Dragonfly G5 shipments. Raising full-year: total revenue growth more than 30%, above $1.3 billion, advanced packaging more than 50%, advanced nodes about 25%. Q2 guided $320-330 million; expect to exit Q4 with operating margin above 30%. Management's forward figures, with caveats on material-cost, fuel, and shipping headwinds.

ConfirmedSource
↳ The receipt1 tap from the claim
ONTO · research page
ONTO / The quarter, and the raised outlook
Confirmed — from the Q1 2026 earnings call and quarterly filingposted 6w ago