WOLF(@WOLF_Financial):CEREBRAS $CBRS JUST REPORTED Q3 EARNINGS - Core Revenue: $230.9M , beating expectations of $214B 🟢 - GAAP Revenue: $210.8M (+55% YoY) - Core Gross Margin: 41% (+30 bps YoY) - GAAP Gross Margin: 20% - Remaining Performance Obligations: $26.1B Q4 Guidance: - Core Revenue: ~$310M-$330M - Core Gross Margin: 47%-49% - Core Operating Margin: -1% to 1% Raises FY26 Guidance: - Core Revenue: $940M-$960M - Core Gross Margin: 42%-44% - Core Operating Margin: -10% to -8% Key Updates: - Data Center Capacity: 700 MW under contract for delivery by end-2027 - CS-4: Up to 30x faster inference (soon in full production)

2026.11.12 21:08

CEREBRAS $CBRS JUST REPORTED Q3 EARNINGS - Core Revenue: $230.9M , beating expectations of $214B 🟢 - GAAP Revenue: $210.8M (+55% YoY) - Core Gross Margin: 41% (+30 bps YoY) - GAAP Gross Margin: 20% - Remaining Performance Obligations: $26.1B Q4 Guidance: - Core Revenue: ~$310M-$330M - Core Gross Margin: 47%-49% - Core Operating Margin: -1% to 1% Raises FY26 Guidance: - Core Revenue: $940M-$960M - Core Gross Margin: 42%-44% - Core Operating Margin: -10% to -8% Key Updates: - Data Center Capacity: 700 MW under contract for delivery by end-2027 - CS-4: Up to 30x faster inference (soon in full production)