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Note that all those delivery numbers are year-over-year, but if you look at the growth through 2024, the drop off in this quarter is more stark. For example:

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• billconan 2y ago
  Should publicly traded companies be required to notify investors if their financial results are expected to deviate significantly from previous guidance or market expectations? I recall NVIDIA issuing a preliminary announcement before one of their earnings reports a while ago.
  • lgiordano_notte 2y ago
    they’re supposed to if the deviation is material. that’s what “pre-announcements” are for. but it’s a gray area unless it’s something truly drastic. a 32% QoQ drop probably qualifies, but companies sometimes gamble that the full context will soften the blow on earnings day.
    • chollida1 2y ago
      This is incorrect under most cases. A company is not required to update any previously given guidance and can just let their quarterly reporting speak for itself. The reason why most companies give guidance, which they re not required to and many companies don't, is to manage wall streets expectations. So given that, you can see why they'd update their guidance for material changes, though under REG FD they are not required to update guidance once they learn its incorrect. They do modify their guidance so as to not surprise analysts on earnings releases and again as a way to manage expectations. But as to the question asked, no they are not required to modify their guidance, even if they learn its not true.