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News articleYahoo Finance· February 3, 2026

Cirrus Logic Reports Fiscal Third Quarter Revenue of $580.6 Million

View original at finance.yahoo.com
Cirrus Logic Reports Fiscal Third Quarter Revenue of $580.6 Million AUSTIN, Texas, February 03, 2026--(BUSINESS WIRE)--Cirrus Logic, Inc…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

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  • Cirrus Logic expects to continue to capitalize on its extensive intellectual property portfolio and deep engineering expertise to position the company for long-term success

    80% confidence
  • Q4 FY26 GAAP gross margin is forecasted to be between 51 percent and 53 percent

    80% confidence
  • The company made solid progress executing on strategy to expand addressable market and drive product diversification during Q3

    80% confidence
  • Cirrus Logic delivered revenue above the high end of guidance range for the December quarter driven by stronger-than-anticipated demand for components shipping into smartphones and a favorable mix of end devices

    80% confidence
  • Q4 FY26 combined GAAP R&D and SG&A expenses are anticipated to range between $147 million and $153 million

    80% confidence
  • Q4 FY26 revenue is expected to range between $410 million and $470 million

    80% confidence

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What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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