PENG · Penguin Solutions, Inc.
$63.80
+2.90 (+4.76%)
At close · Aug 14
Market Cap
$3.01B
Shares
51.24M
Penguin Solutions, Inc. Earnings Call Transcripts
Every quarterly earnings call for Penguin Solutions, Inc. (PENG) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲1540.5%
$362.46M
$19.96M
'22 Q4
22-10-04
▲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 · Q3
2026-07-07
Penguin Solutions, Inc. Q3 FY2026 Earnings Call
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
21st Annual Needham Technology, Media, & Consumer Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-04-01
Penguin Solutions, Inc. Q2 FY2026 Earnings Call
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. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
Revenue
$297.03M*
▲ 6.7% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-07-07
Penguin Solutions, Inc. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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 1–27 of 27 earnings calls
Key facts
CIK
1616533
CUSIP
706915105
13F (30d)
341 filings
337 filers
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