95% GPU CapEx coverage and strong demand support a $3.4 billion 2026 ARR target.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-02-06 |
| Length | 65 minutes |
| EPS | $-0.44 |
| Revenue | $184.7M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY26 · Q4 FY25
Read the full Q2 FY26 earnings call transcript
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.