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Conclusions are published after independent cross-review.

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As of Jul 18, 2026 ET
DEMOQ2 2026completed

Theta Research synthetic earnings call

10 segments · 10 final

Retained transcript

  1. 00:00

    Operator good afternoon and welcome to the Theta Research Synthetic Earnings call. This recording uses fictional numbers and is intended only

  2. 00:08

    To test live transcription, Chief Executive Officer, revenue for the quarter was eight hundred forty-two million dollars, up eighteen percent

  3. 00:16

    year over year. Growth was led by our data center platform, where demand for accelerated computing remained strong. We added forty-six

  4. 00:24

    Enterprise customers and expanded deployments at three existing hyperscale partners, Chief Financial Officer. Gross margin was sixty

  5. 00:32

    61.4 percent compared with 59.8 percent one year ago. Operating expenses were 276 million

  6. 00:40

    dollars. We generated one hundred thirty-two million dollars of free cash flow and ended the quarter with one point nine billion dollars in cash and short

  7. 00:48

    Term investment Chief Executive Officer. For the next quarter, we expect revenue between eight hundred eighty and nine hundred ten million dollars.

  8. 00:56

    The midpoint implies growth of approximately 21 percent. We expect gross margin between 61 and 62 percent.

  9. 01:04

    Our outlook assumes continued supply constraints for advanced packaging through the end of the quarter. Operator. This concludes the prepared remarks.

  10. 01:12

    Marks for the Veda research synthetic earnings call.