Brief: Cerebras Systems CEO - Expect To More Than Triple Our Core Revenues In '27 And Continue To Grow At Multiples In The Years Following - Conf Call
BRIEF-Cerebras Systems CEO - Expect To More Than Triple Our Core Revenues In '27 And Continue To Grow At Multiples In The Years Following - Conf Call Aug 12 (Reuters) - Cerebras Systems Inc CBRS.O:
CEREBRAS SYSTEMS CEO: EXPECT TO MORE THAN TRIPLE OUR CORE REVENUES IN '27 AND CONTINUE TO GROW AT MULTIPLES IN THE YEARS FOLLOWING - CONF CALL
CEREBRAS CEO: EXPECT TO INCREASE OUR MANUFACTURING CAPACITY BY MORE THAN 10X IN 2026 AND CONTINUE THAT EXPANSION IN 2027
CEREBRAS CEO SAYS CO WILL UNVEIL THE CS-4 4TH GENERATION SYSTEM NEXT WEEK
CEREBRAS CEO: IN Q2, WE SIGNED 6 DEALS NORTH OF $30 MILLION
CEREBRAS CEO SAYS $25.4 BILLION IN RPO DOES NOT REFLECT ANY BACKLOG OF BUSINESS FROM AWS OR ANY OTHER HYPERSCALER AT THIS TIME
CEREBRAS CFO SAYS CO'S Q2 ADJUSTED. GROSS MARGIN WOULD HAVE BEEN 500 BPS HIGHER IF IT HAD NOT HAD HIGHER COSTS DUE TO INCREASING ITS CLOUD CAPACITY BY RENTING BACK MORE OF ITS SYSTEMS
CEREBRAS CEO SAYS CO HAS DISAGGREGATED INFERENCE WITH GPUS RUNNING IN LABS RIGHT NOW, IT WILL BE DEPLOYED AND AVAILABLE IN Q4
Further company coverage: CBRS.O
((Reuters.Briefs@thomsonreuters.com))
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