Cerebras Systems Inc. · CBRS · Next earnings

Cerebras Systems Inc. next earnings report

CBRS's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Cerebras raises FY2026 outlook as Q2 revenue grows 103%

Date not yet scheduled Technology

What the street expects

Consensus for the coming report
Consensus EPS $-0.15 Analyst average (6 estimates)
Consensus revenue $214.7M Analyst average (5 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where CBRS left off: FY2026 Q2

Full report

Cerebras raises FY2026 outlook as Q2 revenue grows 103%

EPS surprise +76.7% Reported $-0.04 vs $-0.17
Revenue surprise +10.1% Reported $209.9M vs $190.6M
Stock move -11.8% Event window
Subsequent drift -16.9% Up to 20 sessions

Management raised FY2026 revenue guidance to $880-$890 million and improved its margin outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Customer concentration among OpenAI, AWS and other hyperscalers.
  • Supply-chain and manufacturing constraints during the planned scale-up.
  • Data-center build-out timing could limit revenue growth.
  • Margin pressure from renting back systems for private-cloud capacity and competition from NVIDIA and other GPU providers.

Questions analysts left open

  • Customer concentration and reliance on OpenAI and AWS.
  • Manufacturing capacity growth and scalability timeline.
  • Speed of data-center capacity rollout and its effect on revenue growth.
  • Commercialization and economics of the AWS and AMD disaggregated-inference deals.

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Recent CBRS quarters

All CBRS earnings
-11.8%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.