Q4 2025 Penguin Solutions Inc Earnings Call Transcript

Oct 7, 2025 / 08:30 PM GMT

Release Date Price: $27 (-7.85%)

Transcript 10-K8-K

Key Points

Positve

Penguin Solutions Inc (PENG) achieved a 17% year-over-year revenue growth for fiscal 2025, indicating strong business performance.
The company reported a 53% increase in non-GAAP diluted EPS, showcasing improved profitability.
Penguin Solutions Inc (PENG) successfully expanded its advanced computing pipeline and added several new customers, supporting its diversification strategy.
The company closed a $200 million investment from SK Telecom, strengthening its financial position.
Penguin Solutions Inc (PENG) developed and expanded key partnerships with major companies like Nvidia, CDW, Insight, and Dell, enhancing its market reach.

Negative

The company is winding down its Penguin Edge business, which will result in a phase-out of some profitable business.
Penguin Solutions Inc (PENG) does not anticipate any non-service revenue from hyperscale customers in fiscal 2026, impacting revenue growth.
The company's gross margin outlook for fiscal 2026 is lower due to the wind-down of high-margin Penguin Edge business and growth in lower-margin businesses.
There is a wider range in the fiscal 2026 sales outlook due to uncertainties in converting pipeline opportunities into bookings.
The company faces ongoing supply chain constraints, particularly affecting its advanced computing and optimized LED businesses.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PENG.OQ - Penguin Solutions Inc
Q4 2025 Penguin Solutions Inc Earnings Call
Oct 07, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon.

Thank you for attending today's Penguin Solutions 4th quarter and full year 2025 Financial results. My name is Victoria, and I'll be your moderator today.

All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. If you'd like to ask a question, please press star, followed by one on your telephone keypad. I would now like to pass the conference over to our host, Suzanne Smith.

Thank you. You may proceed, Suzanne.

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Unidentified_2 [2]
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Thank

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