Demand recovery is accelerating, but advanced-memory commercialization remains largely a fiscal 2027 opportunity.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-02-08 |
| Length | 26 minutes |
| EPS | $0.36 |
| EPS consensus | $0.19 |
| Revenue | $199.6M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.