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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Caso | Wolfe Research | 16 questions · 13% challenging |
| Vivek Arya | Bank of America | 16 questions · 31% challenging |
| Blayne Curtis | Jefferies | 15 questions · 13% challenging |
| Harlan Sur | JPMorgan | 12 questions · 0% challenging |
| Tim Arcuri | UBS | 11 questions · 45% challenging |
| Joshua Buchalter | TD Cowen | 11 questions · 9% challenging |
| Vijay Rakesh | Mizuho Securities | 11 questions · 0% challenging |
| Harsh Kumar | BMO Capital Markets | 9 questions · 0% challenging |
| Chris Danely | Citigroup | 9 questions · 22% challenging |
| Will Stein | Truist Securities | 8 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 16 questions · 31% challenging |
| Wolfe Research | 1 analyst | 16 questions · 13% challenging |
| Jefferies | 1 analyst | 15 questions · 13% challenging |
| JPMorgan | 1 analyst | 12 questions · 0% challenging |
| UBS | 1 analyst | 11 questions · 45% challenging |
| Mizuho Securities | 1 analyst | 11 questions · 0% challenging |
| TD Cowen | 1 analyst | 11 questions · 9% challenging |
| Goldman Sachs | 2 analysts | 9 questions · 0% challenging |
Calendar quarter Q4 2025Earnings call Feb 5, 2026
FY2026 Q3 in brief
Revenue surged 15.6% year-over-year to $1.186 billion with broad-based sequential growth as distribution inventory correction was largely complete.
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Microchip Technology (MCHP), FY2026 Q3: 9/10. Scores: Microchip Technology’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: MCHP daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Revenue surged 15.6% year-over-year to $1.186 billion with broad-based sequential growth as distribution inventory correction was largely complete. Non-GAAP gross margin reached 60.5% with inventory charges normalizing, and EPS of $0.44 rose 164% year-over-year. PCIe Gen 6 design wins announced with over $100 million in revenue potential while March quarter guidance of $1.26 billion implied continued acceleration.
Demand | Revenue Growth | Margin | Competitive Dynamics | Inventory | Supply Chain | Capex Investment | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 8 | 5 | 3 | 6 | 4 | 4 | 3 | 2 |
| 2025Q3 | 2 | 3 | 3 | 5 | 5 | 1 | 2 | 3 |
| 2025Q4 | 6 | 5 | 6 | 7 | 6 | 2 | 2 | |
| 2026Q1 | 13 | 6 | 6 | 5 | 7 | 6 | 3 | 2 |
| 2026Q2 | 10 | 6 | 7 | 3 | 2 | 2 | 2 | 2 |
| 2026Q3 | 7 | 6 | 4 | 1 | 2 | 1 | 1 | 2 |
| 2026Q4 | 7 | 3 | 3 | 5 | 3 | 4 | 2 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 2 | 6 | 13 | 10 | 7 | 7 |
| Revenue Growth | 5 | 3 | 5 | 6 | 6 | 6 | 3 |
| Margin | 3 | 3 | 6 | 6 | 7 | 4 | 3 |
| Competitive Dynamics | 6 | 5 | 7 | 5 | 3 | 1 | 5 |
| Inventory | 4 | 5 | 6 | 7 | 2 | 2 | 3 |
| Supply Chain | 4 | 1 | 6 | 2 | 1 | 4 | |
| Capex Investment | 3 | 2 | 2 | 3 | 2 | 1 | 2 |
| Cost Pressure | 2 | 3 | 2 | 2 | 2 | 2 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $1.16B | -48.4% | $0.14 | -88.4% | 57.4% | 12.6% | 6.7% | $23M |
| FY2025 Q3 | $1.03B | -41.9% | $-0.10 | -112.9% | 54.7% | 3.0% | -5.2% | $253M |
| FY2025 Q4 | $971M | -26.8% | $-0.29 | -203.6% | 51.6% | -10.3% | -15.9% | $192M |
| FY2026 Q1 | $1.08B | -13.4% | $-0.09 | -135.9% | 53.6% | 3.0% | -1.7% | $258M |
| FY2026 Q2 | $1.14B | -2.0% | $0.08 | -45.0% | 55.9% | 8.3% | 3.7% | $52M |
| FY2026 Q3Selected | $1.19B | +15.6% | $0.06 | +164.2% | 59.6% | 12.8% | 2.9% | $319M |
| FY2026 Q4 | $1.31B | +35.1% | $0.21 | +172.4% | 61.0% | 16.1% | 11.0% | $243M |
| FY2027 Q1 | $1.48B | +38.0% | $0.37 | +529.7% | 63.2% | 22.7% | 15.5% | $498M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +15.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What MCHP and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Considering that it's very hard to get competitors' numbers, where Xilinx is embedded in AMD and Altaira is now private, so we can't get their numbers.”
Microchip references FPGA competitor Xilinx (now embedded in AMD) while claiming FPGA share gains, a competitive signal on AMD's FPGA business.
“with all these new companies like SpaceX and all that, launching satellites and others, they all have essentially our products in it.”
Microchip cites SpaceX and other satellite launchers as embedding its products, a signal that Microchip content rides on commercial space launches.
“There's also commercial airplane production that's building up with, you know, Boeing wasn't building MAX planes for a while, and now they're building MAX planes at a record speed.”
Microchip cites Boeing ramping MAX production at record speed as a demand driver for its aerospace content, a positive signal on Boeing's build rates.
“Today, we issued a press release in which we announced a strategic collaboration with Hyundai Motor Group to integrate our 10BASE-T1S solutions into next-generation vehicle platforms.”
Microchip announces a strategic collaboration with Hyundai Motor Group to integrate its automotive Ethernet (10BASE-T1S) into next-gen vehicles, a customer-win signal.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MCHP Microchip Technology | 9 | +15.6% | |
| ADI Analog Devices | 9 | +25.9% | |
| ALAB Astera Labs, Inc. Common Stock | 8 | +91.8% | |
| AMAT Applied Materials | 3 | -3.5% | |
| AMD Advanced Micro Devices, Inc. | 9 | +34.1% | |
| ARM Arm Holdings | 7 | +26.4% | |
| ASML ASML Holding | 7 | +4.9% | |
| AVGO Broadcom Inc. | 10 | +28.2% | |
| CRDO Credo Technology Group Holding Ltd | 10 | +272.1% | |
| INTC Intel Corporation | 4 | -4.1% | |
| KLAC KLA Corporation | 6 | +7.2% | |
| LRCX Lam Research | 9 | +22.1% | |
| MPWR Monolithic Power Systems | 8 | +20.8% | |
| MRVL Marvell Technology | 10 | +36.8% | |
| MU Micron Technology, Inc. | 9 | +56.6% | |
| NVDA NVIDIA Corporation | 8 | +62.5% | |
| NXPI NXP Semiconductors | 7 | +7.2% | |
| ON ON Semiconductor | 2 | -11.2% | |
| Q Qnity Electronics, Inc. | 8 | +8.3% | |
| QCOM Qualcomm | 5 | +5.0% | |
| SWKS Skyworks Solutions | 4 | -3.1% | |
| TER Teradyne | 10 | +43.9% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +21.6% | |
| TXN Texas Instruments | 7 | +10.4% |