Cerebras Q2 2026 revenue $180.1 million, net loss $2.98 per share; core guidance raised

Cerebras reported second-quarter 2026 GAAP revenue of $180.1 million, up 74% from a year earlier, and a net loss of $2.98 per share. Cloud and other services revenue was $126.0 million and hardware revenue was $54.1 million. The company raised full-year 2026 core revenue guidance to $880 million to $890 million, and its remaining performance obligations stood at $25.4 billion.

• GAAP revenue $180.1 million, up 74% year over year
• Cloud and other services $126.0 million; hardware $54.1 million
• Net loss $2.98 per share; core revenue $209.9 million
• FY2026 core revenue guidance raised to $880-890 million
• Two customers were 34% and 32% of quarterly revenue; RPO $25.4 billion

SEC filing 8-K · accession 0001628280-26-056186 · sec.gov ↗