Q2 FY2026 EarningsQ2 FY26 results were mixed, with revenue of $6.46M beating consensus of $6.35M, driven by a 64% surge in AI-related procurement. However, GAAP net loss of $1.35M significantly missed the expected $0.65M loss, primarily due to supply chain constraints that turned a large customer order into a loss and elevated litigation expenses. Normalized EPS of -$0.10 missed the expected $0.02, while deferred revenue grew to $4.5M, suggesting future fulfillment potential despite current delivery delays.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Intelligent Protection(IPM) the Revenue is 6.463 M (+12.93%), Beat estimate;the EBIT is -1.512 M (-33.87%), Miss estimate;the EPS is -0.1 (-25%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.01B12.93%
0.01B11.00%
+0.00B1.93%
EBITMiss expectations
-0.00B33.87%
-0.00B37.46%
-0.00B71.33%
EPSMiss expectations
-0.125.00%
-0.0537.50%
-0.050062.50%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf