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Track revenue backlog across the semiconductor industry over five quarters

Resolves all 25 US semiconductor companies through the Mapping API and pulls five quarters of Item 2.02 earnings press releases for each. None quantify revenue backlog, so the output charts accounts receivable instead, ranked across the industry and trended per company.

Prompt

Copy and paste into your assistant
For all companies in the semiconductor industry (via Mapping API), fetch their latest 8-K Item 2.02, then get Exhibit 99 (earnings press release), extract revenue backlog (or accounts receivable), and tell me how much revenue backlog is reported. then, for the same companies, fetch their 8-K Item 2.02 with Ex 99 earnings press releases for the last 5 quarters too, and plot the revenue backlogs as bar charts over time

Output

Revenue backlog and accounts receivable — 25 US semiconductor companies

Sourced from each company's five most recent Form 8-K Item 2.02 filings and the Exhibit 99 earnings press release attached to each. Data through 18 August 2026.

0 of 25
companies report a quantified revenue backlog in their Item 2.02 Exhibit 99 earnings release. Across 125 exhibits, "backlog" appears 34 times — always qualitative ("backlog growth", "healthy backlog"), never with a dollar figure. Accounts receivable, net is the reported fallback below.

Accounts receivable, net — most recent quarter

Shared linear scale. Hover or focus a bar for the exact figure.

NVDA
$40.7B
MU
$31.0B
AVGO
$10.8B
AMD
$7.3B
QCOM
$4.7B
INTC
$4.0B
TXN
$2.5B
ADI
$2.1B
MRVL
$1.9B
NXPI
$1.3B
MCHP
$968M
ON
$897M
QRVO
$380M
SWKS
$348M
MPWR
$344M
DIOD
$310M
CRUS
$254M
ALAB
$192M
SMTC
$175M
SYNA
$164M
RMBS
$144M
LSCC
$120M
WOLF
$97M
SLAB
$80M
POWI
$27M

Five-quarter trend, by company

Each panel is scaled to its own maximum — compare shape within a panel, not bar heights across panels. Panels are ordered by latest accounts receivable, largest first. Ticks are quarter-end year-month.

NVDANVIDIA
$40.7B+84% vs 5Q ago
25-04
25-07
25-10
26-01
26-04
MUMicron
$31.0B+317% vs 5Q ago
25-05
25-08
25-11
26-02
26-05
AVGOBroadcom
$10.8B+95% vs 5Q ago
25-05
25-08
25-11
26-02
26-05
AMDAdvanced Micro Devices
$7.3B+42% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
QCOMQualcomm
$4.7B+37% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
INTCIntel
$4.0B+71% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
TXNTexas Instruments
$2.5B+30% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
ADIAnalog Devices
$2.1B+48% vs 5Q ago
25-05
25-08
25-11
26-01
26-05
MRVLMarvell
$1.9B+64% vs 5Q ago
25-05
25-08
25-11
26-01
26-05
NXPINXP
$1.3B+19% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
MCHPMicrochip
$968M+26% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
ONonsemi
$897M-3% vs 5Q ago
25-07
25-10
25-12
26-04
26-07
QRVOQorvo
$380M+16% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
SWKSSkyworks
$348M-12% vs 5Q ago
25-06
25-10
26-01
26-04
26-07
MPWRMonolithic Power
$344M+76% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
DIODDiodes
$310M-1% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
CRUSCirrus Logic
$254M+19% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
ALABAstera Labs
$192M+691% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
SMTCSemtech
$175M+5% vs 5Q ago
25-04
25-07
25-10
26-01
26-04
SYNASynaptics
$164M+26% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
RMBSRambus
$144M+35% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
LSCCLattice
$120M+40% vs 5Q ago
25-06
25-09
26-01
26-04
26-07
WOLFWolfspeed
$97M-41% vs 5Q ago
25-03
25-06
25-09
25-12
26-03
SLABSilicon Labs
$80M+41% vs 5Q ago
25-07
25-10
26-01
26-04
26-07
POWIPower Integrations
$27M-3% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
Table view — all 125 company-quarters
TickerCompanyQuarter endFiscal label Revenue ($M)Revenue backlog ($M)AR, net ($M)
ADIAnalog Devices2025-05-03Q2 FY20252,640.1—1,382.4
ADIAnalog Devices2025-08-02Q3 FY20252,880.3—1,553.3
ADIAnalog Devices2025-11-01Q4 FY20253,076.1—1,436.1
ADIAnalog Devices2026-01-31Q1 FY20263,160.3—1,360.2
ADIAnalog Devices2026-05-02Q2 FY20263,623.5—2,051.7
ALABAstera Labs2025-06-30Q2 FY2025191.9—24.3
ALABAstera Labs2025-09-30Q3 FY2025230.6—42.9
ALABAstera Labs2025-12-31Q4 FY2025270.6—83.2
ALABAstera Labs2026-03-31Q1 FY2026308.4—134.8
ALABAstera Labs2026-06-30Q2 FY2026392.4—192.5
AMDAdvanced Micro Devices2025-06-28Q2 20257,685.0—5,115.0
AMDAdvanced Micro Devices2025-09-27Q3 20259,246.0—6,201.0
AMDAdvanced Micro Devices2025-12-27Q4 202510,270.0—6,315.0
AMDAdvanced Micro Devices2026-03-28Q1 202610,253.0—6,035.0
AMDAdvanced Micro Devices2026-06-27Q2 202611,536.0—7,281.0
AVGOBroadcom2025-05-04Q2 FY202515,004.0—5,563.0
AVGOBroadcom2025-08-03Q3 FY202515,952.0—6,494.0
AVGOBroadcom2025-11-02Q4 FY202518,015.0—7,145.0
AVGOBroadcom2026-02-01Q1 FY202619,311.0—8,460.0
AVGOBroadcom2026-05-03Q2 FY202622,187.0—10,830.0
CRUSCirrus Logic2025-06-28Q1 FY2026407.3—214.1
CRUSCirrus Logic2025-09-27Q2 FY2026561.0—355.4
CRUSCirrus Logic2025-12-27Q3 FY2026580.6—279.0
CRUSCirrus Logic2026-03-28Q4 FY2026448.5—220.1
CRUSCirrus Logic2026-06-27Q1 FY2027459.7—254.0
DIODDiodes2025-06-30Q2 FY2025366.2—313.5
DIODDiodes2025-09-30Q3 FY2025392.2—303.8
DIODDiodes2025-12-31Q4 FY2025391.6—307.1
DIODDiodes2026-03-31Q1 FY2026405.5—304.5
DIODDiodes2026-06-30Q2 FY2026445.5—310.3
INTCIntel2025-06-28Q2 202512,859.0—2,360.0
INTCIntel2025-09-27Q3 202513,653.0—3,202.0
INTCIntel2025-12-27Q4 202513,674.0—3,839.0
INTCIntel2026-03-28Q1 202613,577.0—4,066.0
INTCIntel2026-06-27Q2 202616,128.0—4,033.0
LSCCLattice2025-06-28Q2 2025124.0—85.7
LSCCLattice2025-09-27Q3 2025133.3—95.5
LSCCLattice2026-01-03Q4 2025145.8—102.3
LSCCLattice2026-04-04Q1 2026170.9—118.1
LSCCLattice2026-07-04Q2 2026201.1—120.0
MCHPMicrochip2025-06-30Q1 FY20261,075.5—765.5
MCHPMicrochip2025-09-30Q2 FY20261,140.4—746.2
MCHPMicrochip2025-12-31Q3 FY20261,186.0—731.2
MCHPMicrochip2026-03-31Q4 FY20261,311.2—894.7
MCHPMicrochip2026-06-30Q1 FY20271,484.7—967.7
MPWRMonolithic Power2025-06-30Q2 2025664.6—194.8
MPWRMonolithic Power2025-09-30Q3 2025737.2—241.6
MPWRMonolithic Power2025-12-31Q4 2025751.2—255.6
MPWRMonolithic Power2026-03-31Q1 2026804.2—302.1
MPWRMonolithic Power2026-06-30Q2 2026980.6—343.6
MRVLMarvell2025-05-03Q1 FY20261,895.3—1,144.0
MRVLMarvell2025-08-02Q2 FY20262,006.1—1,451.7
MRVLMarvell2025-11-01Q3 FY20262,074.5—1,546.3
MRVLMarvell2026-01-31Q4 FY20262,218.7—2,186.6
MRVLMarvell2026-05-02Q1 FY20272,417.8—1,871.7
MUMicron2025-05-29Q3 FY20259,301.0—7,436.0
MUMicron2025-08-28Q4 FY202511,315.0—9,265.0
MUMicron2025-11-27Q1 FY202613,643.0—10,184.0
MUMicron2026-02-26Q2 FY202623,860.0—17,314.0
MUMicron2026-05-28Q3 FY202641,456.0—31,025.0
NVDANVIDIA2025-04-27Q1 FY202644,062.0—22,132.0
NVDANVIDIA2025-07-27Q2 FY202646,743.0—27,808.0
NVDANVIDIA2025-10-26Q3 FY202657,006.0—33,391.0
NVDANVIDIA2026-01-25Q4 FY202668,127.0—38,466.0
NVDANVIDIA2026-04-26Q1 FY202781,615.0—40,710.0
NXPINXP2025-06-29Q2 20252,926.0—1,071.0
NXPINXP2025-09-28Q3 20253,173.0—1,095.0
NXPINXP2025-12-31Q4 20253,335.0—1,055.0
NXPINXP2026-03-29Q1 20263,181.0—1,186.0
NXPINXP2026-06-28Q2 20263,496.0—1,274.0
ONonsemi2025-07-04Q2 FY20251,468.7—927.0
ONonsemi2025-10-03Q3 FY20251,550.9—943.4
ONonsemi2025-12-31Q4 FY20251,530.1—908.0
ONonsemi2026-04-03Q1 FY20261,513.3—862.8
ONonsemi2026-07-03Q2 FY20261,603.5—897.2
POWIPower Integrations2025-06-30Q2 FY2025115.9—27.6
POWIPower Integrations2025-09-30Q3 FY2025118.9—31.5
POWIPower Integrations2025-12-31Q4 FY2025103.2—18.3
POWIPower Integrations2026-03-31Q1 FY2026108.3—14.4
POWIPower Integrations2026-06-30Q2 FY2026118.9—26.8
QCOMQualcomm2025-06-29Q3 FY202510,365.0—3,410.0
QCOMQualcomm2025-09-28Q4 FY202511,270.0—4,315.0
QCOMQualcomm2025-12-28Q1 FY202612,252.0—4,153.0
QCOMQualcomm2026-03-29Q2 FY202610,599.0—4,347.0
QCOMQualcomm2026-06-28Q3 FY20269,947.0—4,668.0
QRVOQorvo2025-06-28Q1 FY2026818.8—328.3
QRVOQorvo2025-09-27Q2 FY20261,058.5—543.4
QRVOQorvo2025-12-27Q3 FY2026993.0—487.7
QRVOQorvo2026-03-28Q4 FY2026808.3—382.5
QRVOQorvo2026-06-27Q1 FY2027784.8—379.5
RMBSRambus2025-06-30Q2 2025172.2—107.1
RMBSRambus2025-09-30Q3 2025178.5—105.4
RMBSRambus2025-12-31Q4 2025190.2—137.5
RMBSRambus2026-03-31Q1 2026180.2—109.3
RMBSRambus2026-06-30Q2 2026207.4—144.1
SLABSilicon Labs2025-07-05Q2 FY2025192.8—56.5
SLABSilicon Labs2025-10-04Q3 FY2025206.0—67.3
SLABSilicon Labs2026-01-03Q4 FY2025208.2—64.5
SLABSilicon Labs2026-04-04Q1 FY2026213.5—77.1
SLABSilicon Labs2026-07-04Q2 FY2026228.2—79.8
SMTCSemtech2025-04-27Q1 FY2026251.1—165.7
SMTCSemtech2025-07-27Q2 FY2026257.6—153.5
SMTCSemtech2025-10-26Q3 FY2026267.0—164.8
SMTCSemtech2026-01-25Q4 FY2026274.4—160.6
SMTCSemtech2026-04-26Q1 FY2027291.0—174.8
SWKSSkyworks2025-06-27Q3 FY2025965.0—396.2
SWKSSkyworks2025-10-03Q4 FY20251,100.2—598.1
SWKSSkyworks2026-01-02Q1 FY20261,035.4—398.4
SWKSSkyworks2026-04-03Q2 FY2026943.7—336.0
SWKSSkyworks2026-07-03Q3 FY2026934.8—348.2
SYNASynaptics2025-06-28Q4 FY2025282.8—130.3
SYNASynaptics2025-09-27Q1 FY2026292.5—119.5
SYNASynaptics2025-12-27Q2 FY2026302.5—132.7
SYNASynaptics2026-03-28Q3 FY2026294.2—162.5
SYNASynaptics2026-06-27Q4 FY2026308.0—164.0
TXNTexas Instruments2025-06-30Q2 20254,448.0—1,934.0
TXNTexas Instruments2025-09-30Q3 20254,742.0—2,062.0
TXNTexas Instruments2025-12-31Q4 20254,423.0—1,963.0
TXNTexas Instruments2026-03-31Q1 20264,825.0—2,245.0
TXNTexas Instruments2026-06-30Q2 20265,463.0—2,520.0
WOLFWolfspeed2025-03-30Q3 FY2025185.4—164.6
WOLFWolfspeed2025-06-29Q4 FY2025197.0—178.8
WOLFWolfspeed2025-09-28Q1 FY2026196.8—155.6
WOLFWolfspeed2025-12-28Q2 FY2026168.5—108.3
WOLFWolfspeed2026-03-29Q3 FY2026150.2—96.8
Source: SEC EDGAR Form 8-K Item 2.02 filings and attached Exhibit 99 earnings press releases, retrieved via sec-api.io. Company universe: sec-api.io Mapping API, industry = Semiconductors, active US-listed filers, top 25 by prominence. Foreign private issuers (TSM, UMC, ASX, STM) file Form 6-K rather than 8-K and are out of scope. Values converted to USD millions from each exhibit's stated units. Backlog column is empty for every row because no issuer discloses one.

The headline finding is a negative result. None of the 25 companies put a dollar figure on backlog, so the report falls back to accounts receivable and says so. Hover any bar for the exact figure.

Files produced

  • report.htmlThe interactive report, with hover values on every bar.
  • data.csv125 rows, one per company and quarter, each carrying the URL of the exhibit it came from.
  • report.pngThe whole report as a single image, for pasting into a deck or a message.

When to use this prompt

  • Screening an entire industry rather than a single company.
  • Establishing whether a metric is disclosed at all before building a model that depends on it.
  • Building a panel dataset where each row has to be traceable to the filing it came from.

What you get back

  • A ranked chart of the metric across every company in the industry, plus a five-quarter trend panel per company.
  • A CSV with one row per company and quarter, each carrying the URL of the exhibit the figure was read from.
  • A direct answer to the question that was asked. None of the 25 companies quantify revenue backlog in the Item 2.02 exhibit. The word appears 34 times across 125 exhibits, always qualitatively, as in "backlog growth" or "healthy backlog", never with a number attached.

Variations

  • Change the industry. The Mapping API resolves the company list, so nothing here is specific to semiconductors.
  • Change the metric to one that is reliably disclosed, such as gross margin, deferred revenue or headcount.
  • Extend the window past five quarters to cover a full cycle.
  • Ask for the qualitative backlog language itself rather than a figure, since that is what companies actually publish.

Filings used

  • 125 Form 8-K Item 2.02 filings with their Exhibit 99 earnings press releases, five quarters each for 25 US semiconductor companies.
  • Quarters ending between March 30, 2025 and July 4, 2026. Data through August 18, 2026.
  • Company list resolved through the Mapping API by industry, covering ADI, ALAB, AMD, AVGO, CRUS, DIOD, INTC, LSCC, MCHP, MPWR, MRVL, MU, NVDA, NXPI, ON, POWI, QCOM, QRVO, RMBS, SLAB, SMTC, SWKS, SYNA, TXN and WOLF.

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