Management remarks
Call period: 2026 Q2 · 2026-07-29
Guidance: Olivier C. Leonetti: We are raising adjusted EBITDA guidance by $62 million resulting in an adjusted EBITDA margin of approximately 51% a 200 basis point improvement over last year.Demand and orders: Adaire Rita Fox-Martin: Total sales activity inclusive of annualized gross bookings and presales grew over 30% and we continue to see a record backlog.Analyst Q&A
Analyst Cameron McVeigh asked: Hi, thank you. I was curious if you are seeing evidence in your leasing pipeline that open weight models are driving incremental private AI or enterprise inference deployments And then secondly, Olivier, now that you have had a few months in the CFO role, curious how you are framing the capital allocation opportunity, what the key priorities might be for you? Management Olivier C. Leonetti answered: I mentioned that earlier. We are serving exciting markets. We have a different value proposition We believe we can get an exciting return from this deployment of capital. So we will invest mainly internally. If you look at the margin, I am glad you are asking the question. We are targeting a 53% plus EBITDA margin, which would be driven by 3 factors. 1 that Adaire has mentioned extensively which pricing. Demand is oversupply. So pricing would be a lever. And then cost of revenue improvement and SG and A scaling would be also 2 other levers.管理层陈述
电话会期间：2026 Q2 · 2026-07-29
指引：奥利维耶·C·莱奥内蒂：我们将调整后EBITDA指引上调6200万美元，由此对应的调整后EBITDA利润率约为51%，较去年提升200个基点。需求与订单：阿达伊尔·丽塔·福克斯-马丁：包括年化总预订量及预售在内的整体销售活动增长超30%，我们的未交货订单仍维持纪录高位。分析师问答
分析师卡梅伦·麦克维：您好，感谢提问。我想了解您是否从租赁业务的项目储备中看到开源大模型推动了私有AI或企业推理部署的增量增长；其次，奥利维耶，您担任首席财务官已有数月，如何界定资本配置机遇及核心优先级？ 管理层奥利维耶·C·莱奥内蒂：我此前已提及，我们服务于潜力市场，拥有独特价值主张，相信资本部署可获得可观回报，因此主要进行内部投资。我们的目标是息税折旧摊销前利润率超过53%，这将由定价、营收成本改善以及销售及行政费用的规模优化三个因素推动。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
