Management remarks
Call period: 2026 Q2 · 2026-08-11
Guidance: Nitin Agrawal: In terms of how this flows through the second half, we expect Q3 revenue to be in the range of $3.45 billion to $3.6 billion.Margins: Nitin Agrawal: Our adjusted EBITDA margin was 59%.Analyst Q&A
Analyst Brad Zelnick asked: Congrats on the strong execution. My first question, I wanted to ask about your managed inference offering, which is off to a really strong start. What are your initial learnings? Management Michael Intrator answered: And when we think about the lessons that we've learned, as we've gone through this unbelievable and unique scaling of our managed inference product, which went from $1 million to $100 million inside of a single quarter, we really think about the fact that, that is an incredible opportunity for us to offer the most bleeding edge compute that we have, but also a wonderful way for us to access and use contract -- GPUs that are coming off contract in a way to extract maximum value for the company over time.管理层陈述
电话会期间：2026 Q2 · 2026-08-11
指引：尼廷·阿格拉瓦尔：关于该数据在下半年的传导情况，我们预计第三季度营收将处于34.5亿美元至36亿美元的区间。利润率：尼廷·阿格拉瓦尔：我们的调整后EBITDA利润率为59%。分析师问答
分析师布拉德·泽尔尼克：恭喜你们取得强劲业绩。我的第一个问题是想谈谈你们刚刚迎来强劲开局的托管推理服务，你们有哪些初步的经验总结？ 管理层迈克尔·因特拉特：在我们推进托管推理产品的非凡且独特的扩张过程中，我们总结出了经验教训：该产品在单个季度内从100万美元增长至1亿美元。我们认为这为我们提供了提供最前沿计算能力的绝佳机会，同时也是我们利用合同即将到期的GPU的绝佳方式，以便在未来为公司创造最大价值。
