Cerebras Systems Inc. (CBRS) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the Cerebras Systems second quarter fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. Following management's prepared remarks, we will open the call for questions. 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. Thank you, operator. Good afternoon, everyone, and welcome to Sreber Systems Q2 2026 earnings call. 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 officer, 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 roadmap, technology leadership, supply chain, operating model, and outlook for Q3 and full year 2026. Forward-looking statements are based on our current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. These risks are described in our SEC filings, including our final prospectus related to our IPO and our future periodic filings with the SEC. We undertake no obligation to update these forward-looking statements except as required by law. During today's ca...