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Return exactly ten single-sentence facts as JSON. Quality was judged pairwise; here you see the raw outputs and whether the JSON parsed.

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PromptONTO· Q1 2026 · call on2026-05-05· transcript 38,258 characters
Analyze the following earnings call transcript and extract the 10 most investor-relevant facts.

Each fact must:
- Be drawn only from the transcript (do not use any outside information).
- Be a single sentence capturing a specific, quantified insight relevant to investors.
- Avoid regurgitating the transcript verbatim; instead, synthesize and distill the information into investor-relevant facts.

Return only a JSON object with this exact structure (no markdown fences, no commentary):
{"facts": ["<fact 1>", "<fact 2>", ..., "<fact 10>"]}

The list must contain exactly 10 facts.

Transcript:
<transcript>
transcript redacted — the source calls are not publicly licensed
</transcript>
System prompt · identical for every setup
You are a financial analyst. You extract the most investor-relevant facts from earnings call transcripts to help investors anticipate the stock's reaction to the call.
Reference

No reference summary is published. Quality was judged pairwise by a separate model and is reported in aggregate on the main page.

Models
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Ours

10 facts · valid JSON
  1. Onto Innovation reported Q1 2026 revenue of $292 million, representing a nearly 10% sequential increase and exceeding the high end of its guidance range.
  2. The company projects full-year 2026 revenue growth of more than 30%, resulting in total annual revenue greater than $1.3 billion.
  3. Q1 2026 non-GAP results showed a gross margin of 55.7% and an operating margin of 26.7%, both showing sequential improvements of 110 and 150 basis points respectively.
  4. EPS for the quarter was $1.42, reflecting a 13% improvement over Q4 2025, with Q2 guidance set at a midpoint of $1.69 per share.
  5. Onto Innovation agreed to acquire a 27% stake in X-ray technology leader Rigaku for approximately $710 million, a deal expected to close in H2 2026.
  6. Advanced packaging revenue is expected to grow more than 50% in 2026, driven by the momentum of the new Dragonfly G5 inspection system which has over 15 applications in the pipeline.
  7. The advanced nodes business is projected to grow approximately 25% in 2026, outpacing the industry average WFE growth expectations in the low 20s.
  8. Management expects gross margins to improve by at least 50 basis points per quarter in H2 2026, targeting an operating margin greater than 30% by Q4.
  9. The Rigaku partnership includes dividend income expected to exceed $7 million annually and incremental software licensing revenue that management believes will offset the interest income forgone from the cash investment within one year.
  10. JetStep panel-level packaging technology was recently qualified at two suppliers to AI device manufacturers, with ramp-up expectations beginning in 2027.
1,690 characters436 tokens

Aux 2015

Invalid JSONshown as written

Based on the transcript, here are the 10 most investor-relevant facts extracted from the Onto Innovation earnings call:

  1. Revenue Growth: $292M to $330M – Onto Innovation achieved revenue growth of 10% sequentially, exceeding the high end of its guidance range.
  2. Gross Margin: 55.7% – The company maintained strong gross margin despite increasing material costs.
  3. Operating Margin: 26.7% – Operating margin increased 150 basis points sequentially, despite higher material costs.
  4. Advanced Packaging Revenue: $160M – Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  5. Advanced Nodes Revenue: $80M – Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  6. Software & Services Revenue: $160M – Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  7. Rigaku Partnership: $710M – The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  8. Dragonfly G5 Adoption: 2.5D Logic – Dragonfly G5 was qualified at a leading 2.5D logic customer.
  9. 2026 Revenue: $1.3B – Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  10. 2026 Gross Margin: 56% to 56.5% – Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the transcript and are directly relevant to investors in the following areas:

  • Revenue Growth: Onto Innovation's revenue growth exceeded expectations, demonstrating strong momentum in advanced packaging and advanced nodes.
  • Gross Margin: The company maintained strong gross margin despite increasing material costs.
  • Operating Margin: Operating margin increased 150 basis points sequentially, despite higher material costs.
  • Advanced Packaging Revenue: Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  • Advanced Nodes Revenue: Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  • Software & Services Revenue: Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  • Rigaku Partnership: The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  • Dragonfly G5 Adoption: Dragonfly G5 was qualified at a leading 2.5D logic customer.
  • 2026 Revenue: Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  • 2026 Gross Margin: Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the transcript and are directly relevant to investors in the following areas:

  • Revenue Growth: Onto Innovation's revenue growth exceeded expectations, demonstrating strong momentum in advanced packaging and advanced nodes.
  • Gross Margin: The company maintained strong gross margin despite increasing material costs.
  • Operating Margin: Operating margin increased 150 basis points sequentially, despite higher material costs.
  • Advanced Packaging Revenue: Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  • Advanced Nodes Revenue: Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  • Software & Services Revenue: Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  • Rigaku Partnership: The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  • Dragonfly G5 Adoption: Dragonfly G5 was qualified at a leading 2.5D logic customer.
  • 2026 Revenue: Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  • 2026 Gross Margin: Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the transcript and are directly relevant to investors in the following areas:

  • Revenue Growth: Onto Innovation's revenue growth exceeded expectations, demonstrating strong momentum in advanced packaging and advanced nodes.
  • Gross Margin: The company maintained strong gross margin despite increasing material costs.
  • Operating Margin: Operating margin increased 150 basis points sequentially, despite higher material costs.
  • Advanced Packaging Revenue: Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  • Advanced Nodes Revenue: Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  • Software & Services Revenue: Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  • Rigaku Partnership: The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  • Dragonfly G5 Adoption: Dragonfly G5 was qualified at a leading 2.5D logic customer.
  • 2026 Revenue: Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  • 2026 Gross Margin: Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the transcript and are directly relevant to investors in the following areas:

  • Revenue Growth: Onto Innovation's revenue growth exceeded expectations, demonstrating strong momentum in advanced packaging and advanced nodes.
  • Gross Margin: The company maintained strong gross margin despite increasing material costs.
  • Operating Margin: Operating margin increased 150 basis points sequentially, despite higher material costs.
  • Advanced Packaging Revenue: Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  • Advanced Nodes Revenue: Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  • Software & Services Revenue: Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  • Rigaku Partnership: The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  • Dragonfly G5 Adoption: Dragonfly G5 was qualified at a leading 2.5D logic customer.
  • 2026 Revenue: Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  • 2026 Gross Margin: Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the transcript and are directly relevant to investors in the following areas:

  • Revenue Growth: Onto Innovation's revenue growth exceeded expectations, demonstrating strong momentum in advanced packaging and advanced nodes.
  • Gross Margin: The company maintained strong gross margin despite increasing material costs.
  • Operating Margin: Operating margin increased 150 basis points sequentially, despite higher material costs.
  • Advanced Packaging Revenue: Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  • Advanced Nodes Revenue: Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  • Software & Services Revenue: Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  • Rigaku Partnership: The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  • Dragonfly G5 Adoption: Dragonfly G5 was qualified at a leading 2.5D logic customer.
  • 2026 Revenue: Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  • 2026 Gross Margin: Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the transcript and are directly relevant to investors in the following areas:

  • Revenue Growth: Onto Innovation's revenue growth exceeded expectations, demonstrating strong momentum in advanced packaging and advanced nodes.
  • Gross Margin: The company maintained strong gross margin despite increasing material costs.
  • Operating Margin: Operating margin increased 150 basis points sequentially, despite higher material costs.
  • Advanced Packaging Revenue: Advanced packaging revenue grew 50% sequentially, driven by adoption of Dragonfly G5.
  • Advanced Nodes Revenue: Advanced nodes revenue grew 25% sequentially, driven by memory and logic adoption.
  • Software & Services Revenue: Software and services revenue grew 10% sequentially, driven by AI Diffract licensing.
  • Rigaku Partnership: The strategic partnership with Rigaku is expected to generate $7 million in annual income, offsetting interest income.
  • Dragonfly G5 Adoption: Dragonfly G5 was qualified at a leading 2.5D logic customer.
  • 2026 Revenue: Onto Innovation expects revenue growth of 30% in 2026, exceeding $1.3 billion.
  • 2026 Gross Margin: Gross margin is expected to improve sequentially, with operating margin exceeding 30%.

These facts are drawn from the

9,011 charactersfirst of 2 attempts2,048 tokens

PiT-FT 2015

Invalid JSONshown as written
<|assistant|>
<|assistant|>
<|assistant|>

The same 14-character fragment repeats 292 times until the token limit. Showing the first three.

4,099 charactersfirst of 2 attempts2,048 tokens

ChronoGPT 2015

Invalid JSONshown as written

### Final Answer:
30 charactersfirst of 2 attempts12 tokens