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Feb 28, 2025
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.
Revenue by Segment
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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