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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD. Spoken Alpha tracks TSM's earnings calls, guidance changes, and executive accountability over time.
Spoken Alpha tracks TSM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 60% positive reaction rate
SampleThe same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for TSM.
curl https://api.spokenalpha.com/v1/companies/TSMConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.68 | $2.19 | +22.2% | +0.4% | +3.0% |
| Q4 FY2026 | $3.04 | $2.31 | +31.7% | -2.7% | -2.5% |
| Q3 FY2026 | $2.94 | $2.27 | +29.7% | -0.9% | -0.4% |
| Q2 FY2026 | $3.01 | $2.28 | +32.0% | -3.7% | -1.3% |
| Q1 FY2025 | $2.99 | $2.51 | +19.3% | -1.1% | +1.6% |
| Q4 FY2025 |
| $3.03 |
| $2.36 |
| +28.4% |
| +2.1% |
| -0.6% |
| Q3 FY2025 | $2.97 | $2.33 | +27.3% | +5.0% | +6.7% |
| Q2 FY2025 | $2.97 | $2.37 | +25.2% | +0.2% | -1.8% |
| Q1 FY2024 | $3.31 | $2.54 | +30.4% | +2.9% | +2.6% |
| Q4 FY2024 | $3.33 | $2.50 | +33.0% | +5.3% | +7.6% |