PENG · Penguin Solutions, Inc. · Webcasts, Transcripts & Audio
$61.36
+6.38 (+11.60%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$2.88B
Shares
51.24M
Volume · Oct 2
3.56M
Avg daily vol (3M)
2.63M
Penguin Solutions, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Penguin Solutions, Inc. (PENG), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲10%
$391.80M
$4.99M
'23 Q1
23-01-03
▲18.5%
$388.38M
−$27.22M
'23 Q2
23-04-04
▼1.4%
$344.42M
−$24.45M
'23 Q3
23-06-29
▼12.6%
$316.66M
−$140.84M
'23 Q4
23-10-12
▼30%
$274.25M
−$19.92M
'24 Q1
24-01-09
▼26.7%
$284.82M
−$13.62M
'24 Q2
24-04-09
▼12.7%
$300.58M
$5.62M
'24 Q3
24-07-09
▼1.7%
$311.15M
−$24.55M
'24 Q4
24-10-15
▲24.4%
$341.10M
$5.22M
'25 Q1
25-01-08
▲28.3%
$365.52M
$8.08M
'25 Q2
25-04-02
▲7.9%
$324.25M
$2.66M
'25 Q3
25-07-08
▲8.6%
$337.92M
$9.43M
'25 Q4
25-10-07
▲0.6%
$343.07M
$5.27M
'26 Q1
26-01-06
▼6.2%
$343.00M
$37.45M
'26 Q2
26-04-01
LATEST
▲47.6%
$478.71M
$44.69M
'26 Q3
26-07-07
Earnings call
FY26 · Q4
2026-10-06
Penguin Solutions, Inc. (PENG) Q4 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-09-10
Penguin Solutions, Inc. (PENG) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-07-07
Penguin Solutions, Inc. (PENG) Q3 2026 Earnings Call Transcript
Confident tone
Memory solutions and demand
Raised full-year outlook
Backlog and demand strength
Revenue
$478.71M
▲ 47.6% YoY Diluted EPS
$0.68
Gross margin
27.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-12
Penguin Solutions, Inc. (PENG) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-04-01
Penguin Solutions, Inc. (PENG) Q2 2026 Earnings Call Transcript
Confident tone
AI factory platform strategy
Inference workload transition
Customer wins and diversification
Revenue
$343.00M
▼ 6.2% YoY Diluted EPS
$0.58
▲ 544.4% YoY Gross margin
27.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-01-06
Penguin Solutions, Inc. (PENG) Q1 2026 Earnings Call Transcript
Confident tone
Advanced Computing Business
Q1 Financial Performance
Integrated Memory Business
Revenue
$343.07M
▲ 0.6% YoY Diluted EPS
$0.04
▼ 60% YoY Gross margin
28.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-10-07
Penguin Solutions, Inc. (PENG) Q4 2025 Earnings Call Transcript
Confident tone
Advanced Computing / HPC AI segment
AI infrastructure growth and enterprise adoption
Capital structure and balance sheet
Revenue
$337.92M
▲ 8.6% YoY Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-07-08
Penguin Solutions, Inc. (PENG) Q3 2025 Earnings Call Transcript
Confident tone
Advanced Computing segment
Integrated Memory / SMART Modular
Hardware margin discipline / solutions approach
Revenue
$324.25M
▲ 7.9% YoY Diluted EPS
$-0.01
▼ 110% YoY Gross margin
29.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-04-02
Penguin Solutions, Inc. (PENG) Q2 2025 Earnings Call Transcript
Confident tone
Financial outlook and results
Advanced Computing segment
Integrated Memory / CXL
Revenue
$365.52M
▲ 28.3% YoY Diluted EPS
$0.09
Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-01-08
Penguin Solutions, Inc. (PENG) Q1 2025 Earnings Call Transcript
Confident tone
AI infrastructure demand and deployment
Advanced Computing segment growth
Optimized LED oversupply and Cree LED profitability
Revenue
$341.10M
▲ 24.4% YoY Diluted EPS
$0.10
Gross margin
28.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-10-15
Penguin Solutions, Inc. (PENG) Q4 2024 Earnings Call Transcript
Confident tone
Company rebranding and transformation
AI infrastructure and enterprise solutions
SK Telecom partnership
Revenue
$311.15M
▼ 1.7% YoY Gross margin
28.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-07-09
Penguin Solutions, Inc. (PENG) Q3 2024 Earnings Call Transcript
Confident tone
Intelligent Platform Solutions (IPS) / Penguin
AI and HPC demand positioning
Memory business recovery
Revenue
$300.58M
▼ 12.7% YoY Diluted EPS
$0.10
Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-04-09
Penguin Solutions, Inc. (PENG) Q2 2024 Earnings Call Transcript
Positive tone
IPS (Intelligent Platform Solutions) growth and AI demand
New IPS leadership (Pete Manca) and transition
Q2 financial results and balance sheet
Revenue
$284.82M
▼ 26.7% YoY Diluted EPS
$-0.26
Gross margin
28.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-01-09
Penguin Solutions, Inc. (PENG) Q1 2024 Earnings Call Transcript
Confident tone
AI solutions / enterprise deployment
Intelligent Platform Solutions (IPS) / Penguin
Brazil divestiture / portfolio transformation
Revenue
$274.25M
▼ 30% YoY Diluted EPS
$-0.38
▼ 480% YoY Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-10-12
Penguin Solutions, Inc. (PENG) Q4 2023 Earnings Call Transcript
Revenue
$316.66M
▼ 12.6% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-06-29
Penguin Solutions, Inc. (PENG) Q3 2023 Earnings Call Transcript
Revenue
$344.42M
▼ 1.4% YoY Diluted EPS
$-0.50
▼ 213.6% YoY Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-04-04
Penguin Solutions, Inc. (PENG) Q2 2023 Earnings Call Transcript
Revenue
$388.38M
▲ 18.5% YoY Diluted EPS
$-0.55
▼ 1475% YoY Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-01-03
Penguin Solutions, Inc. (PENG) Q1 2023 Earnings Call Transcript
Revenue
$391.80M
▲ 10% YoY Diluted EPS
$0.10
▼ 73% YoY Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-10-04
Penguin Solutions, Inc. (PENG) Q4 2022 Earnings Call Transcript
Revenue
$362.46M
▲ 1540.5% YoY Gross margin
26.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-06-29
Penguin Solutions, Inc. (PENG) Q3 2022 Earnings Call Transcript
Revenue
$349.30M
▼ 20.2% YoY Diluted EPS
$0.44
Gross margin
28.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-04-05
Penguin Solutions, Inc. (PENG) Q2 2022 Earnings Call Transcript
Revenue
$327.83M
▲ 7.8% YoY Diluted EPS
$0.04
▼ 66.7% YoY Gross margin
28.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-01-04
Penguin Solutions, Inc. (PENG) Q1 2022 Earnings Call Transcript
Revenue
$356.29M
▲ 22.1% YoY Diluted EPS
$0.37
▲ 825% YoY Gross margin
28.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-10-12
Penguin Solutions, Inc. (PENG) Q4 2021 Earnings Call Transcript
Revenue
$22.09M*
▼ 92.6% YoY Gross margin
214.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-06
Penguin Solutions, Inc. (PENG) Q3 2021 Earnings Call Transcript
Revenue
$437.73M
▲ 55.6% YoY Diluted EPS
$-0.15
▼ 1100% YoY Gross margin
19.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-04-06
Penguin Solutions, Inc. (PENG) Q2 2021 Earnings Call Transcript
Revenue
$304.01M
▲ 11.8% YoY Diluted EPS
$0.12
Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-01-05
Penguin Solutions, Inc. (PENG) Q1 2021 Earnings Call Transcript
Revenue
$291.70M
▲ 7.2% YoY Diluted EPS
$0.04
▲ 700% YoY Gross margin
18.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-10-01
Penguin Solutions, Inc. (PENG) Q4 2020 Earnings Call Transcript
Revenue
$297.03M
▲ 6.7% YoY Diluted EPS
$0.15
▲ 25% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-07-07
Penguin Solutions, Inc. (PENG) Q3 2020 Earnings Call Transcript
Revenue
$281.29M
▲ 19.4% YoY Diluted EPS
$0.02
▼ 62.5% YoY Gross margin
19.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-04-07
Penguin Solutions, Inc. (PENG) Q2 2020 Earnings Call Transcript
Revenue
$272.04M
▼ 10.5% YoY Diluted EPS
$-0.21
▼ 174.5% YoY Gross margin
18.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 webcasts
Key facts
CIK
1616533
CUSIP
706915105
13F (30d)
10 filings
10 filers
Visit website
Investor relations