Futurum Equities(@FuturumEquities):Cerebras missed revenue at $180.1M but grew cloud 281% YoY and carries $25.4B in remaining performance obligations. The backlog is the story: inference demand is booking faster than the vendor can recognize it, with revenue set to triple in 2027. $CBRS

Futurum Equities

@FuturumEquities

Actionable Market Intelligence Rebuilt for Retail | Reaching 1B+ Investors Annually Across Institutional & Retail Communities

参加 May 2025

10 フォロー中 21.5K ファン

Futurum Equities@FuturumEquities

2026.08.12 21:49

Cerebras missed revenue at $180.1M but grew cloud 281% YoY and carries $25.4B in remaining performance obligations. The backlog is the story: inference demand is booking faster than the vendor can recognize it, with revenue set to triple in 2027. $CBRS