operating margin

Shows how much of every dollar of sales turns into profit from core operations, before interest, taxes, and one-off items. A rising margin on rising revenue (like SK Hynix's 76%) signals genuine pricing power, not just bigger volume.

Predictions & track record (2)

• Awaiting grading Two earnings reports landed on the day chip stocks crashed together, revenue up 165% and 104%Score at Teradyne's third-quarter report on whether it actually delivers the $1.2 billion to $1.3 billion of revenue it guided to.
• Awaiting grading Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BCheck in the following weeks whether optics and networking suppliers like $LITE rally on Google's raised capex guidance, and whether Microsoft and Meta echo the same capex increase when they report next week.

2 related posts

• Bull Two earnings reports landed on the day chip stocks crashed together, revenue up 165% and 104% Serenity (@aleabitoreddit) · 2026-07-28
• Bull Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22