Mehdi Hussaini

speaker

30 appearances 5 recordings 1 series first heard Feb 2026 last heard 27 Feb

Mehdi Hussaini’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 5.

newest first · ▶ plays the moment

The earning guide for fiscal year 26 is definitely better than expected.

We were all expecting gross margin pressure.

Now, they are raising their revenue guide for the fiscal year by 12%.

And the EPS guide is up by 12%, taking the midpoint.

So the higher revenue run rate is definitely helping with EPS.

But all in all, I am surprised to the upside, given the gross margin contraction is not as feared into the print.

The earning guide for fiscal year 26 is definitely better than expected.

We were all expecting gross margin pressure.

Now, they are raising their revenue guide for the fiscal year by 12%.

And the EPS guide is up by 12%, taking the midpoint.

So the higher revenue run rate is definitely helping with EPS.

But all in all, I am surprised to the upside, given the gross margin contraction is not as feared into the print.

The earning guide for fiscal year 26 is definitely better than expected.

We were all expecting gross margin pressure.

Now they are raising their revenue guide for the fiscal year by 12%.

And the EPS guide is up by 12%, taking the midpoint.

So the higher revenue run rate is definitely helping with EPS.

But all in all, I am surprised to the upside given the gross margin contraction is not as feared into the print.

The earning guide for fiscal year 26 is definitely better than expected.

We were all expecting gross margin pressure.

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