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Cerebras Systems Inc. (CBRS) Q1 2026 Earnings Call Transc...
SA Transcripts · 2026-06-25 · via All Articles on Seeking Alpha

Q1: 2026-06-23 Earnings Summary

EPS of -$0.04 beats by $0.12

 | Revenue of $193.41M beats by $12.54M

Cerebras Systems Inc. (CBRS) Q1 2026 Earnings Call June 23, 2026 5:00 PM EDT

Company Participants

Sean Dorsey
Andrew Feldman - Co-Founder, CEO, President & Chairman
Robert Komin - Senior VP, CFO & Treasurer

Conference Call Participants

Timothy Arcuri - UBS Investment Bank, Research Division
Thomas O'Malley - Barclays Bank PLC, Research Division
Quinn Bolton - Needham & Company, LLC, Research Division
Atif Malik - Citigroup Inc., Research Division
Joseph Moore - Morgan Stanley, Research Division
Joshua Buchalter - TD Cowen, Research Division
Matthew Bryson - Wedbush Securities Inc., Research Division
Vijay Rakesh - Mizuho Securities USA LLC, Research Division
Richard Shannon - Craig-Hallum Capital Group LLC, Research Division

Presentation

Operator

Good afternoon, and welcome to Cerebras Systems' First Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] Please note that today's call is being recorded.

I will now turn the call over to Sean Dorsey, Head of Investor Relations. Please go ahead.

Sean Dorsey

Thank you, operator. Good afternoon, everyone, and welcome to Cerebras Systems' first earnings call as a public company. Earlier today, we issued our press release and posted our supplemental earnings presentation to the Investor Relations section of our website. A replay of this webcast will also be available on our Investor Relations website following the call.

Joining me today are Andrew Feldman, our Co-Founder, Chief Executive and President; and Bob Komin, our Chief Financial Officer.

Before we begin, I would like to remind everyone that today's discussion will include forward-looking statements under the safe harbor of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements regarding our future financial performance, business strategy, market opportunity, customer demand, product road map, technology leadership, supply chain, operating model and outlook for Q2 and full year 2026.

Forward-looking statements are based on current expectations and assumptions and are