Before the print · expectations16 days to the print
Street consensus
What this print trades on
After the report, each one is checked against what the company said
- 1Orders / backlog / book-to-bill
- 2Data-center revenue
- 3Capacity expansion / lead time
- 4Gross margin
- 5Customer concentration
- 6Capex
The record · last 3 prints
Move ruler · first session
The options-implied move posts once the event straddle is read, by the night before the print.
What the record doesn't tell you
Beat estimates 2 of 2 times. So which way does FPS go on 11‑12?
- Model lean for 11-12, and the evidence behind it
- Move band, P10 – P90
- Last 3 prints, quarter by quarter
- Peers that already reported, and how they traded