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Fermi Inc. (FRMI) Q1 2026 Earnings Call Transcript
2026-05-15 · via All Articles on Seeking Alpha

Fermi Inc. (FRMI) Q1 2026 Earnings Call May 14, 2026 9:00 AM EDT

Company Participants

Rodrigo Acuna - Director of Investor Relations
Marius Haas
Anna Bofa - Co-President
Jacobo Blanes - Co-President
Robert Masson - Interim Chief Financial Officer

Conference Call Participants

Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division
Max Taylor
Vikram Malhotra - Mizuho Americas LLC
Skye Landon - Rothschild & Co Redburn, Research Division
John Hodulik - UBS Investment Bank, Research Division
Derrick Whitfield - Texas Capital Securities, Research Division
Paul Golding - Macquarie Research

Presentation

Operator

Good morning, ladies and gentlemen. Thank you for standing by, and welcome to Fermi America's First Quarter 2026 Earnings Call.

[Operator Instructions]

Please note that today's event is being recorded.

I'd now like to turn the call over to Rodrigo Acuna, from a Director of Investor Relations. Rodrigo, the floor is yours.

Rodrigo Acuna
Director of Investor Relations

Good morning, and thank you for joining Fermi America's First Quarter 2026 Earnings Conference Call. With me today are our Chairman of the Board, Marius Haas, Co-President of the newly established Office of the CEO, Jacobo Ortiz Blanes and Anna Bofa, and our Interim Chief Financial Officer, Rob Masson.

Today's call contains forward-looking statements within the meaning of the federal securities laws. These statements reflect management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those anticipated. For a detailed discussion of the risk -- please refer to our most recent annual report on Form 10-K and our recent reports on Form 8-K. Any non-GAAP measures discussed today are intended to provide supplemental perspectives on the company's ongoing operations.

I will now turn the call over to Marius.

Marius Haas

Thank you, Rodrigo. Good morning, everyone, and thanks for joining us today. We're at a meaningful inflection point in Fermi America's development. With Fermi 2.0, we're