### @TSEM — Confirmed — from the FY2025 filing and the Q1 2026 earnings call; the Q2 figure is guidance
Hey – as I mentioned, for full‑year 2025 Tower reported revenue of about $1.57 billion, up 9% YoY, with gross margin near 23% and operating margin around 12%. In Q1 2026 we saw $414 million of revenue, up 15% YoY, gross profit up 52% and operating profit up 96%, pushing gross margin to 27% from 20% a year earlier. Management guided Q2 2026 revenue to about $455 million ±5%, characterizing it as the highest quarterly revenue in the company’s history, though that is forward guidance. Did that make sense?
- tier: Confirmed (✓)
- source: TSEM / The numbers, in the CFO's model register
- receipt: https://ticker.thevixguy.com/p/p-day-20260807-tsem-src-tsem-financials-rotation
- posted: 2026-08-07T20:47:50.520Z