CBRS · Cerebras Systems Inc. · Earnings Call Transcripts & Audio
Market Cap
$44.22B
Shares
237.56M
Cerebras Systems Inc. Earnings Call Transcripts
Quarterly earnings calls for Cerebras Systems Inc. (CBRS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
Earnings call
FY26 · Q2
2026-08-12
Cerebras Systems Inc. (CBRS) Q2 2026 Earnings Call Transcript
Confident tone
AMD partnership and disaggregated inference
Customer concentration and OpenAI
Capacity expansion and data centers
Revenue
$180.11M
▲ 74.3% YoY Diluted EPS
$-2.98
▼ 256% YoY Gross margin
14.2%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-06-23
Cerebras Systems Inc. (CBRS) Q1 2026 Earnings Call Transcript
Confident tone
Customer wins - OpenAI and AWS
Revenue and financial performance
Wafer scale architecture and technology differentiation
Revenue
$193.41M
▲ 94.4% YoY Diluted EPS
$-0.22
Gross margin
44.6%
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Showing 1–2 of 2 earnings calls