Just reported
Q3 2026 results
From Cerebras Systems Inc.'s results release of November 12, 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Operating income, GAAP
Company outlook
| Measure | 3 months toSep 30, 2026 | 3 months toMar 31, 2025 | Change |
|---|
| Total Revenue | $210.8M | $99.5M | +111.84% |
| Profit | -$161.2M | -$23.9M | -575.48% |
| Free Cash Flow | -$838.6M | -$153.2M | -447.45% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Earnings calls
NewThe latest call
FetchingCerebras Systems Inc. reported on November 12, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
What management said
“We exceeded our guidance across the board for the third quarter in a row and delivered sequential improvements on all core financial metrics,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
How the share price reacted
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Close before
$101.12
Nov 11, 2026
Close after
$108.56
Nov 13, 2026
Move
+7.35%
0 shares traded, against a normal 10M
What Cerebras Systems Inc. does
Cerebras Systems (NASDAQ: CBRS) builds the world’s fastest AI infrastructure. The Cerebras team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types came together to make AI blisteringly fast through innovation and invention. Cerebras believes that when AI is fast, it will change the world. Leading global corporations, research institutes, and governments choose Cerebras to run their AI workloads. Cerebras solutions are available on premises and in the cloud.
The company’s own description, as it appears at the foot of the release.
The quote, the company description and the latest quarter come from Cerebras Systems’s earnings press release (an Item 2.02 8-K) filed November 12, 2026. Earlier quarters come from its quarterly and annual reports, and the latest will be replaced once the official report is filed. Read the release on EDGAR Share prices are split- and dividend-adjusted.
