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Cerebras reports 92% revenue growth in chipmaker's first earnings report since IPO
Cerebras Systems reported first-quarter 2026 revenue of $193.4 million, marking a 92% year-over-year increase. Despite beating Q1 sales targets and announcing a multi-year deal with OpenAI, shares fell in after-hours trading. The company expects core revenue to grow 88% to $914 million in the second quarter.
What changed
The company released its first financial results since its May 2026 Nasdaq IPO.
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Cerebras Reports 92% Revenue Growth in First Post-IPO Earnings
confidence 90%Cerebras Systems reported first-quarter 2026 revenue of $193.4 million, marking a 92% year-over-year increase. Despite beating Q1 sales targets and announcing a multi-year deal with OpenAI, shares fell in after-hours trading. The company expects core revenue to grow 88% to $914 million in the second quarter.
What's confirmed:
- Cerebras reported first-quarter revenue of $193.4 million, a 92% increase year-over-year.
- The company recorded a loss per share of $0.22.
- Cerebras went public on the Nasdaq in May 2026.
- Shares fell in after-hours trading following the earnings release.
- Cerebras announced a multi-year deal with OpenAI.
- The company provided Q2 core revenue guidance of $914 million, representing 88% growth.
- Full-year core revenue guidance is between $855.5 million and $865 million.
Still unconfirmed:
- Cerebras landed a huge deal with AWS.
- The company projects full-year negative margins.
- First-quarter revenue was $194.3 million.
- The IPO priced at $185 and closed its first day at $311.07.