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Research revision history

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RevisionPublishedReason and evidence
112026-09-26T11:16:00.280494+00:00September 22 update: read the September 21 8-K/A. It amends only the agreement date in Item 1.01 to September 18, 2026 from September 19 and states that no other changes were made; the file already carried the September 18 date. No change to the economics, checkpoints or operating model.
JSON | CSV | What changed | Forecast versus results
102026-09-25T11:15:59.618705+00:00September 22 update: read the September 21 8-K/A. It amends only the agreement date in Item 1.01 to September 18, 2026 from September 19 and states that no other changes were made; the file already carried the September 18 date. No change to the economics, checkpoints or operating model.
JSON | CSV | What changed | Forecast versus results
92026-09-24T11:16:18.967907+00:00September 22 update: read the September 21 8-K/A. It amends only the agreement date in Item 1.01 to September 18, 2026 from September 19 and states that no other changes were made; the file already carried the September 18 date. No change to the economics, checkpoints or operating model.
JSON | CSV | What changed | Forecast versus results
82026-09-23T11:15:58.645468+00:00September 22 update: read the September 21 8-K/A. It amends only the agreement date in Item 1.01 to September 18, 2026 from September 19 and states that no other changes were made; the file already carried the September 18 date. No change to the economics, checkpoints or operating model.
JSON | CSV | What changed | Forecast versus results
72026-09-22T11:16:02.706298+00:00September 21: adds the conditional $5M Magnachip minority investment, distinct from Claros purchase cash. Rebuilt all quarterly/yearly cases with one assumed investment payment and cash after both transactions. Revenue, operating profit, CFO and reported quarterly history are unchanged; no deal benefit is invented.
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62026-09-21T14:10:19.844819+00:00September 21: adds the conditional $5M Magnachip minority investment, distinct from Claros purchase cash. Rebuilt all quarterly/yearly cases with one assumed investment payment and cash after both transactions. Revenue, operating profit, CFO and reported quarterly history are unchanged; no deal benefit is invented.
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52026-09-19T21:50:49.862682+00:00First completed high-power and conditional acquisition model; supplements missing gross-profit history from company reconciliations.
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42026-09-19T11:17:36.716125+00:00No authored change reason recorded.
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32026-09-19T00:37:49.839453+00:00No authored change reason recorded.
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22026-09-18T17:15:34.722638+00:00No authored change reason recorded.
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12026-09-18T03:45:47.508612+00:00No authored change reason recorded.
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