Ladies and gentlemen, this is the operator. Today's conference is scheduled to begin momentarily. Until that time, your lines will again be placed on music hold. Thank you for your patience ...

We saw strong results in Q2 with revenue, margins ... to continue as our 800 gig Nexus switches based on our 51.2 terabit Silicon One chip become available in April for AI cloud buildouts.

We've seen a lot on the collab space in the security space, a lot in the silicon space ... and driving the step down from where we were in Q2 is we have -- and this was noted in the -- in my ...

Lastly, the company has been working with the new auditor and targets filing FY24 10K, Q1 FY25 and Q2 FY25 by February 25 th, 2025. As discussed in my previous articles, their Special Committee ...

[Audio gap] Demand growth in our Nexus portfolio, our data center switching, which predominantly goes into private cloud infrastructure into the enterprise. And then obviously, the web-scale ...

Analysts expect Microsoft to report quarterly earnings of $3.12 per share on revenue of $68.8 billion. Oppenheimer views the DeepSeek LLM model as “very positive for the overall AI foodchain ...

Ladies and gentlemen, this is the operator. Today's conference is scheduled to begin momentarily. Until that time, your lines will again be placed on music hold. Thank you for your patience. Demand ...

Thank you, operator, and good afternoon, everyone. Welcome to Wolfspeed Second Quarter Fiscal 2025 Conference Call. Today, Wolfspeed's Executive Chairman, Tom Werner; and Wolfspeed's CFO, Neil ...