### @PLAB — Confirmed — from the Q2 FY2026 earnings call and quarterly filing
Our fiscal Q2 ended May 3: revenue $210 million, flat year-over-year and below our $212-220 million guide. IC masks fell about 5% to $148 million on delayed design releases; display masks rose 13% to $62 million, one of the strongest quarters for that business, high-end up 21%. Gross margin 31%, down from about 37% as our mostly fixed-cost model deleveraged on a softer, lower-mix quarter; operating margin 20%. Next quarter guide: revenue $207-215 million, operating margin 18-20%. The two legs moved in opposite directions.
- tier: Confirmed (✓)
- source: PLAB / The split quarter: display up, chips down
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-plab-src-plab-q2-split-quarter-ingest
- posted: 2026-07-14T02:45:08.611Z