Hold chip and cloud makers to their own forecasts
15 forecasts from 11 companies, each from a filing on the Tape, each held to the filing that reports its period.
The record holds the revenue and capital-spending forecasts that companies file with the SEC. A company's own results filing judges each one. A forecast of about a number is held to half a unit of its last significant digit: about $2.5 billion is $2.45 billion to $2.55 billion, and about $220 billion is $215 billion to $225 billion.
promises-tape.csv RSS 2026 as of the Tape’s read at 12 Nov 2026, 07:43 UTC
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Lam Research guides widest, Amazon narrowest
by the end of the periodLam Research gives ±4.7% around the midpoint of its revenue for the quarter ending 27 December 2026; Amazon gives ±1.4% for the fourth quarter of 2026.
| Company and measure | Period | Forecast | Range against its midpoint | Result |
|---|---|---|---|---|
| Super Micro Computer Revenues | first quarter of fiscal 2027 ends 30 Sep 2026 | $18.5 billion to $19.5 billion Revenues for the first quarter of fiscal year 2027 are estimated to be in the range of $18.5 billion to $19.5 billionFiled 21 Oct, on the Tape The filing | Period over, result not filed period over; waiting for the results filing A first estimate for a quarter that had ended. The company’s guidance for it was $14.5 billion to $15.5 billion. | |
| Lam Research Revenue | quarter ending 27 December 2026 ends 27 Dec 2026 | $8.2 billion to $9.0 billion Revenue $8.60 Billion +/- $400 MillionFiled 22 Oct, on the Tape The filing | Period still running due after 27 Dec 2026 | |
| Amazon Cash capital expenditures | full year 2026 ends by 31 Dec 2026 | about $220 billion We continue to expect 2026 cash capital expenditures to be approximately $220 billionFiled 29 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Amazon Net sales | fourth quarter of 2026 ends by 31 Dec 2026 | $240 billion to $247 billion Net sales are expected to be between $240.0 billion and $247.0 billionFiled 29 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Amkor Capital expenditures | full year 2026 ends by 31 Dec 2026 | about $2.5 billion Full year 2026 capital expenditures updated to approximately $2.5 billionFiled 26 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Amkor Net sales | fourth quarter of 2026 ends by 31 Dec 2026 | $1.9 billion to $2.0 billion Net sales of $1.9 billion to $2.0 billionFiled 26 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Intel Revenue | fourth quarter of 2026 ends by 31 Dec 2026 | $15.0 billion to $16.0 billion Forecasting fourth-quarter 2026 revenue of $15.0 billion to $16.0 billionFiled 29 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| KLA Total revenues | second quarter of fiscal 2027 ends 31 Dec 2026 | $4.5 billion to $4.9 billion Total revenues are expected to be in a range of $4.7 billion +/- $200 millionFiled 28 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Meta Capital expenditures, including principal payments on finance leases | full year 2026 ends by 31 Dec 2026 | $135 billion to $145 billion We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $135-145 billionFiled 22 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 Narrowed from $130 to 145 billion. | |
| Meta Total revenue | fourth quarter of 2026 ends by 31 Dec 2026 | $73.0 billion to $76.0 billion We expect fourth quarter 2026 total revenue to be in the range of $73-76 billionFiled 22 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Teradyne Revenue | fourth quarter of 2026 ends by 31 Dec 2026 | $1.25 billion to $1.35 billion Guidance for the fourth quarter of 2026 is revenue of $1,250 million to $1,350 millionFiled 28 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Texas Instruments Revenue | fourth quarter of 2026 ends by 31 Dec 2026 | $5.8 billion to $6.3 billion fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billionFiled 22 Oct, on the Tape The filing | Period still running due after 31 Dec 2026 | |
| Western Digital Revenue | second quarter of fiscal 2027 ends by 1 Jan 2027 | $5.0 billion to $5.2 billion Revenue $5.1B +/- $100MFiled 22 Oct, on the Tape The filing | Period still running due after 1 Jan 2027 The quarter ends 13 weeks after the one that ended 2 October 2026. | |
| Oracle Total revenue | fiscal 2027 ends by 31 May 2027 | at least $90.0 billion Oracle reaffirmed its fiscal 2027 outlook for total revenue of at least $90 billionFiled 28 Oct, on the Tape The filing | Period still running due after 31 May 2027 | |
| Oracle Total revenue | fiscal 2030 ends by 31 May 2030 | at least $225 billion reaching total revenue of $225 billion or more in FY30Filed 28 Oct, on the Tape The filing | Period still running due after 31 May 2030 |
- U.S. Securities and Exchange Commission, EDGAR: each forecast and each result is quoted from the company’s own filing, linked in its row. SEC: information on sec.gov is public information and may be copied or further distributed without the SEC's permission (https://www.sec.gov/about/privacy-information). The dates the Tape saw each filing are this site’s own record, released under CC0.