Wolfspeed, Inc. (WOLF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, operator. Good afternoon, everyone. Welcome to Wolfspeed's second quarter fiscal 2026 conference call. Today, Wolfspeed Chief Executive Officer Robert Boyerle and Chief... We would also encourage you to reference the slides that were published on the IR website today as we will be referring to them during the call today. Please note that we will be presenting non-GAAP financial results during today's call, which we believe provide useful information to our investors. Non-GAAP results are not in accordance with GAAP and may not be comparable to non-GAAP information provided by other companies. Non-GAAP information should be considered as a supplement to and not a substitute for financial statements prepared in accordance with GAAP. Reconciliation to the most directly comparable GAAP measures is in our press release and posted to the investor relations section of our website, along with a historical summary of our other key metrics. Today's discussion includes forward-looking statements about our business outlook, and we may make other forward-looking statements during the call. Such forward-looking statements are subject to numerous risks and uncertainties. Our press release today and the SEC filings noted in the release mention important factors that could cause actual results to differ materially. Now, I'll turn the call over to Robert. Thank you, Tyler, and good afternoon, everyone. We appreciate you joining us on today's call. As you can see on slide three, we have continued to build solid momentum across the business since reporting our fiscal first quarter results, from achieving 50% quarter-over-quarter growth in AI data center revenue, to producing a 300-millimeter silicon carbide wafer, securing key customer wins, and most recently, business forwar...