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Halden Semiconductor · HLDN · Q3 FY26 earnings call

LIVE

Watchlist

HLDN

Halden Semiconductor

Live now

NVKF

Norvik Foods

Brief ready · 3 changes

CSTL

Castellan Logistics

Call at 16:30

PLMH

Pellam Health

10-Q filed · 1 change

ARCW

Arcway Software

Tomorrow 08:00

Used by research teams at

HALVARD CAPITAL

Northgate

Merrow & Tate

OSPREY AM

Calder Street

Brookline

Earnings season

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You can listen to ten live. The other twenty wait until after the stock moves.

Thirty calls in two weeks

You can listen to ten live. The other twenty wait until after the stock moves.

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Activity · today

6 events

06:58

HLDN call started · listening live

07:31

Guidance change found · FY revenue raised

07:44

HLDN call ended · 52 min, 9 speakers

07:47

12 changes vs Q2 · 3 marked important

07:48

Brief sent to #semis-desk and 4 inboxes

08:02

NVKF 10-Q filed · reading now

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Halden Semiconductor · HLDN · Q3 FY26 earnings call

Live · 00:31:52

Transcript

Speaker-labeled · EN

00:30:52 · Analyst · Merrow & Tate

Can you give us more colour on the data-centre mix into next year?

00:31:20 · CEO · Halden

We’re pleased with the pipeline. We’ll share more at the investor day.

00:31:48 · CFO · Halden

We now expect full-year revenue of $4.1 to $4.2 billion, up from $3.9 to $4.0 billion.

00:32:15 · CFO · Halden

Gross margin should land around 58% for the year.

00:33:02 · Analyst · Calder Street

Anything to add on China data-centre demand?

00:31:52

Prepared remarks

Q&A

52:10

1.5×

What changed vs Q2 FY26

12 changes · 3 important

Topic

Q2 FY26

Q3 FY26

Change

Source

FY revenue guide

$3.9–4.0B

$4.1–4.2B

▲ 5%

Call · 00:31:48

Gross margin

at least 58%

around 58%

Softer

Call · 00:32:15

Data-centre mix

41%

46%

▲ 5 pts

Deck · p. 9

Risk factors

New

10-Q · p. 22

Buyback

None

$500M

New

Release · p. 2

CFO · prepared remarks · 00:31:48

We now expect full-year revenue of $3.9 to $4.0 billion $4.1 to $4.2 billion, and gross margin around 58%.

CFO confidence

Last 6 quarters

58

▼ 13 vs Q2 FY26

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

Q3 26

By speaker

CEO · Mara Lind

CFO · Tom Reyes

Dodged in Q&A

3 of 11

Hedges this call

“we’ll see”

“broadly”

“over time”

How did Halden describe China demand this year?

Undertone · answered from 3 sources

In Q1, management called China data-centre demand “the fastest-growing part of the business”.

By Q2 it was still a driver, but “lumpy quarter to quarter”.

In Q3 it wasn’t mentioned in prepared remarks or Q&A.

Compare with Q2 peers

Show the Q1 quote

Export to Excel

Ask about HLDN or your whole watchlist…

Sources

Call · 22:10

Q1 FY26 earnings call

Deck · p. 7

Q2 FY26 investor deck

Call · Q&A

Q3 FY26 call: not mentioned

Guidance raised

00:31:48

FY revenue $4.1–4.2B

Was $3.9–4.0B · CFO, prepared remarks

Brief sent to #semis-desk

Brief · HLDN Q3

07:48

Guidance raised to $4.1–4.2B

Margin wording softened

New export-control risk factor

Sent to 4 inboxes and #semis-desk

Hedge flagged

00:24:10

“We’ll see how the year develops.”

CFO · asked about China demand

Citations

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3 of 3 claims sourced

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Halden Semiconductor · HLDN · Q3 FY26 earnings call

Live · 00:31:52

Transcript

Speaker-labeled · EN

00:30:52 · Analyst · Merrow & Tate

Can you give us more colour on the data-centre mix into next year?

00:31:20 · CEO · Halden

We’re pleased with the pipeline. We’ll share more at the investor day.

00:31:48 · CFO · Halden

We now expect full-year revenue of $4.1 to $4.2 billion, up from $3.9 to $4.0 billion.

00:32:15 · CFO · Halden

Gross margin should land around 58% for the year.

00:33:02 · Analyst · Calder Street

Anything to add on China data-centre demand?

00:31:52

Prepared remarks

Q&A

52:10

1.5×

What changed vs Q2 FY26

12 changes · 3 important

Topic

Q2 FY26

Q3 FY26

Change

Source

FY revenue guide

$3.9–4.0B

$4.1–4.2B

▲ 5%

Call · 00:31:48

Gross margin

at least 58%

around 58%

Softer

Call · 00:32:15

Data-centre mix

41%

46%

▲ 5 pts

Deck · p. 9

Risk factors

New

10-Q · p. 22

Buyback

None

$500M

New

Release · p. 2

CFO · prepared remarks · 00:31:48

We now expect full-year revenue of $3.9 to $4.0 billion $4.1 to $4.2 billion, and gross margin around 58%.

CFO confidence

Last 6 quarters

58

▼ 13 vs Q2 FY26

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

Q3 26

By speaker

CEO · Mara Lind

CFO · Tom Reyes

Dodged in Q&A

3 of 11

Hedges this call

“we’ll see”

“broadly”

“over time”

How did Halden describe China demand this year?

Undertone · answered from 3 sources

In Q1, management called China data-centre demand “the fastest-growing part of the business”.

By Q2 it was still a driver, but “lumpy quarter to quarter”.

In Q3 it wasn’t mentioned in prepared remarks or Q&A.

Compare with Q2 peers

Show the Q1 quote

Export to Excel

Ask about HLDN or your whole watchlist…

Sources

Call · 22:10

Q1 FY26 earnings call

Deck · p. 7

Q2 FY26 investor deck

Call · Q&A

Q3 FY26 call: not mentioned

Hear every call, live or later

A speaker-labeled transcript that follows the audio.

See what changed

Guidance, KPIs and wording against last quarter.

Catch the hedging

Confidence and dodged questions, scored per speaker.

Ask, and get the source

Every answer links to its page, slide or timestamp.

00:18:40 CFO · Halden

Mix is the main driver. We expect gross margin around 58% for the year.

00:18:40 CFO · Halden

Mix is the main driver. We expect gross margin around 58% for the year.

Hear every call, live or later

A speaker-labeled transcript that follows the audio.

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Guidance, KPIs and wording against last quarter.

Catch the hedging

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EventGET /v1/events?ticker=HLDN

{
"event": "guidance_change",
"ticker": "HLDN",
"period": "Q3 FY26",
"metric": "revenue_fy",
"previous": [3.9, 4.0],
"current": [4.1, 4.2],
"unit": "USD bn",
"source": {
"type": "earnings_call",
"timestamp": "00:31:48",
"speaker": "CFO"
}
}

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UndertoneApp07:04

HLDN Q3 FY26 · Guidance raised
FY revenue $4.1–4.2B (was $3.9–4.0B)

“We now expect full-year revenue of $4.1 to $4.2 billion, up from $3.9 to $4.0 billion.”

CFO · 00:31:48

Open briefListen at 00:31:48

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Head of Investor Relations · Osprey Asset Management

Next · Merrow & Tate

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Elena Varga · Portfolio Manager

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Sofia Lindgren · Head of Investor Relations

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“I cover 42 names. Undertone gets me through reporting week without skipping a call.”

Elena Varga · Portfolio Manager, Long/Short Equity, Halvard Capital

“It caught a margin wording shift I missed on the live call.”

James Okafor · Senior Analyst, Industrials, Merrow & Tate

“We see how our tone compares with peers before the first investor meeting.”

Sofia Lindgren · Head of Investor Relations, Osprey Asset Management

Research notes

Notes from earnings season.

All notes →

Earnings season

Sep 22, 2026

How to cover 30 earnings calls in two weeks without skipping one

Research method

Sep 8, 2026

What management stopped saying: how to read omissions in earnings calls

Product

Aug 25, 2026

Why every answer in Undertone has a citation

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Thirty calls in two weeks

What they didn’t say

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Covered while you sleep.

Watch

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Brief

Every call, read closely.

58

FY revenue $4.1–4.2B

3 of 3 claims sourced

Hear every call, live or later

See what changed

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58

Hear every call, live or later

See what changed

Catch the hedging

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See what changed

Catch the hedging

Ask, and get the source

Built for the people who read the transcript twice.

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42

“I cover 42 names. Undertone gets me through reporting week without skipping a call.”

07:50

“It caught a margin wording shift I missed on the live call.”

1 page

“We see how our tone compares with peers before the first investor meeting.”

Halvard Capital

Merrow & Tate

Osprey Asset Management

“I cover 42 names. Undertone gets me through reporting week without skipping a call.”

“It caught a margin wording shift I missed on the live call.”

“We see how our tone compares with peers before the first investor meeting.”

Notes from earnings season.

How to cover 30 earnings calls in two weeks without skipping one

What management stopped saying: how to read omissions in earnings calls

Why every answer in Undertone has a citation

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