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Feb 28
Penguin Solutions Q2 2025 Earnings Report
Penguin Solutions reported strong Q2 2025 results with notable growth in revenue and adjusted EPS.
Key Takeaways
Penguin Solutions delivered a solid Q2 FY2025, with 28% revenue growth YoY and improved profitability, driven by strong performance in advanced computing and integrated memory segments.
Revenue reached $365,519,000, up 28% from the prior-year quarter.
GAAP EPS turned positive to $0.09, from a loss of $0.26 last year.
Non-GAAP EPS nearly doubled YoY to $0.52.
Company raised its full-year revenue outlook midpoint.
Penguin Solutions
Penguin Solutions
Penguin Solutions Revenue by Segment
Revenue by Segment
Advanced Computing Revenue
CapyFin.comIntegrated Memory Revenue
CapyFin.comOptimized LED Revenue
CapyFin.com Forward Guidance
Penguin Solutions raised the midpoint of its fiscal 2025 revenue guidance, signaling confidence in continued demand and execution.
Positive Outlook
- Revenue growth outlook raised to 17% YoY.
- Non-GAAP gross margin expected to be 31% +/- 1%.
- Improved profitability outlook with EPS guided at $1.60 +/- $0.10.
- Operating expenses optimized with guidance lowered to $265M.
- Strong positioning in AI and compute solutions markets.
Challenges Ahead
- GAAP EPS still projected to be slightly negative at -$0.02.
- Impairment of goodwill recorded during the quarter.
- Slight decline in gross margin YoY.
- Integrated Memory segment growth slower than Advanced Computing.
- Dependence on a few key customer orders remains a risk.
Revenue & Expenses
Visualization of income flow from segment revenue to net income