The following is the minutes of the Q1 FY2026 earnings call for $Wolfspeed(WOLF.US). For an interpretation of the earnings report, please refer to "Post-Debt Wolfspeed: Layoffs and Cost Reductions Can Reduce Losses, Profitability Still Depends on Growth". 1. Review of Wolfspeed's Core Financial Information 1. Overall Performance A. Revenue: This quarter's consolidated revenue was $197 million, basically flat compared to $195 million in the same period last year. B. Gross Margin: GAAP gross margin was -39%, non-GAAP gross margin was -26%...

Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial & energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

Wolfspeed (WOLF.N) released its fiscal year 2025 second quarter financial report (ending December 2024) after the U.S. stock market closed on January 30, 2025, Beijing time. The key points from the conference call are as follows: Below is the summary of the Wolfspeed fiscal year 2025 second quarter performance conference call. For the financial report interpretation, please refer to "Wolfspeed: Neither Surprised nor Delighted..."

Wolfspeed (WOLF.N) released its fiscal year 2025 second quarter financial report (ending December 2024) after U.S. stock market hours on January 30, 2025, Beijing time. Key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $181 million in the second quarter of fiscal year 2025 (i.e., 24Q4), a year-on-year decline of 13.4%, which is basically in line with market expectations ($180 million). The impact of weak demand in the industrial and energy end markets and the company's insufficient capacity utilization led to a continued decline in gross margin to -20.8% this quarter...