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To: Art Bechhoefer who wrote (4822)10/31/2025 2:26:21 PM
From: Elroy  Respond to of 4846
 
SIMO's consensus forecast for Q3 was $225m. They did $242m. I guess that's 7.5% ahead of expectations.

So lots of round error on the 10%!

They raised the middle of Q4 guidance from $250m to $260m, also known as a 4% raise.

And the stock price is down, because, you know......it's never good enough.