### @TSEM — Confirmed — from the FY2025 filing and the Q1 2026 earnings call; the Q2 figure is guidance
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?
- tier: Confirmed (✓)
- source: TSEM / The numbers, in the CFO's model register
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-tsem-src-tsem-financials-ingest
- posted: 2026-07-16T01:10:25.716Z