### @TSEM — Confirmed — from the FY2025 filing and the Q1 2026 earnings call; the Q2 figure is guidance
Hey, Cody— as I mentioned, for full-year 2025 we saw revenue of about $1.57 billion, up 9% year-over-year, with gross margin near 23% and operating margin around 12%. In Q1 2026 we posted $414 million, up 15% year-over-year, with gross profit up 52% and operating profit up 96%, and gross margin rose to 27% from 20% a year ago. Management guided Q2 2026 revenue to about $455 million ±5%, noting it would be the highest quarter on record, but that’s forward guidance, not a reported result. Did that make sense?
- tier: Confirmed (✓)
- source: TSEM / The numbers, in the CFO's model register
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-tsem-src-tsem-financials-rotation
- posted: 2026-07-29T00:03:48.607Z