Every semiconductor name in the book, lined up against consensus
A semiconductor desk keeps one model per name and rebuilds the same preview every quarter. Alpharepo reads those models where they are and shows each name against consensus, with how consensus has moved into the print and the whole universe on one sheet.
- The semiconductor universe on one sheet
- Internal vs consensus per name, per line
- Consensus revisions, timestamped
- Models stay in Excel
The semiconductor universe, upcoming quarter
Report dates and consensus from the consensus feed; the internal number per name is illustrative.
NVDA: the earnings preview as the product builds it
Each line of the model against consensus, in dollars and percent, with growth against consensus growth.
How consensus has moved on NVDA
Weekly consensus with broker counts, so the gap going into the print is a history rather than a snapshot.
The semiconductor universe on one sheet
One row per company, group totals in the footer, built from the same models as the previews.
| Company | Revenue | Capex | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Reports | Consensus | Internal vs consensus | Internal | Consensus | Internal vs consensus | Net new YoY | Net new QoQ | Consensus since Apr | |
| MUMicron Technology, Inc. | Sep 30Q4 FY26 | $50.52B | +1.0% | $10.05B | $10.00B | +0.5% | +$4.34B | +$2.18B | +23.1%19 brokers |
| TXNTexas Instruments Incorporated | Oct 19Q3 FY26 | $5.89B | −0.4% | $744.4M | $745.3M | −0.1% | −$451.7M | +$231.3M | +32.1%15 brokers |
| AMDAdvanced Micro Devices, Inc. | Nov 3Q3 FY26 | $13.08B | −1.1% | $630.4M | $637.4M | −1.1% | +$379.4M | −$170.6M | +169.1%22 brokers |
| QCOMQUALCOMM Incorporated | Nov 4Q4 FY26 | $10.17B | −0.8% | $440.7M | $444.1M | −0.8% | +$37.1M | −$51.9M | +1.9%17 brokers |
| NVDANVIDIA Corporation | Nov 25Q3 FY27 | $109.26B | +1.0% | $2.67B | $2.65B | +0.7% | +$1.02B | −$22.7M | +28.7%25 brokers |
| AVGOBroadcom Inc. | Dec 10Q4 FY26 | $34.87B | +0.7% | $848.2M | $845.6M | +0.3% | +$608.6M | +$313.6M | +180.5%23 brokers |
Set up once for a semiconductor coverage list
The lines below are examples of what a preview template carries for this universe. Yours carries whatever your models already have.
Data-center revenue against consensus
The line every model in the group is built around, per name and rolled up.
Gross margin, quarter by quarter
Where the internal margin sits against consensus into the print, and how consensus has revised.
Capex across the group
What the universe is expected to spend this quarter and how much of it is new against a year ago.
Questions from semiconductor teams
How it reads for your kind of team
Know where the book sits against consensus before every print
Divergence per name, long and short, with consensus revisions as they happen and sector sheets that roll the book up in one place.
See how it fitsLong-OnlyDeeper coverage without a bigger team
One preview template across the whole universe, sector comp sheets in seconds and forward KPIs that stay current for every name.
See how it fitsAsset ManagersOne view of every estimate across the firm
A firm-wide comparison against consensus across desks and strategies, per-team isolation, unlimited seats and a security posture built for the review.
See how it fitsHedge FundsThe AI workflow tool for hedge fund analysts
The recurring analyst workflows at a hedge fund (earnings prep, sector comparison, revision tracking), set up once and run across every model in Excel.
See how it fitsYour next earnings season, prepped once
Ten minutes with your own models shows you how it fits.