Cerebras财报后股价暴跌，CEO称利润率指引被误解
阅读原文· techcrunch.comCerebras上市后首份财报显示一季度营收超预期，但股价周三暴跌近20%。公司预测全年核心业务毛利率38%至41%，低于一季度的47%。CEO Feldman称投资者误解了利润率指引，公司需从一家大客户处租回部分设备以提前释放产能。一季度营收达1.93亿美元，同比增长94%；净亏损从去年同期的2390万美元收窄至1400万美元。
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Cerebras stock plunges after earnings as CEO says margin outlook was misunderstood
Shares of Cerebras Systems dropped almost 20% on Wednesday, even after the company delivered better-than-expected first-quarter earnings on Tuesday.
That’s because in its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, guiding for a full-year margin of 38% to 41%, compared with the 47% reported in the first quarter. The stock hit a new low on Wednesday, almost hitting the company’s IPO price.
Cerebras CEO Andrew Feldman told CNBC that investors had misunderstood the company’s margin guidance, noting that Cerebras will need to rent back some equipment from one of its largest customers.
The company said during its earnings call that it decided to make more capacity available sooner by temporarily renting its own systems back from an existing customer while it builds out and deploys its own data center capacity. The company said this would cut into profit margins this year.
According to the company’s earnings report, revenue for the quarter reached $193 million, up 94% year-over-year. Net loss narrowed to $14 million, down from $23.9 million a year earlier.