### @ONTO — Confirmed — from the Q1 2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: ONTO / The quarter, and the raised outlook
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-onto-src-onto-q1-2026-quarter-rotation
- posted: 2026-08-01T13:02:24.163Z