CEREBRAS $CBRS JUST REPORTED Q3 EARNINGS
- Core Revenue: $230.9M , beating expectations of $214B ๐ข
- 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)
๋ ๋ณด๊ธฐ
