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Moby summary of Wolfspeed, Inc.'s Q4 2026 earnings call

Wolfspeed Inc (WOLF) reports $150 million in Q4 revenue with AI data center growth surging over 100% year-over-year, while management outlines key milestones for gross margin recovery.

Wolfspeed (NYSE:WOLF) reported fourth-quarter fiscal 2026 revenue of $150 million, landing at the midpoint of its guidance range, as growth in artificial intelligence data-center applications helped offset softer automotive demand. Chief Executive Officer Robert Feurle said the company has continue

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

GE Aerospace (NYSE:GE) reported double-digit growth across key second-quarter 2026 metrics and raised its full-year outlook, citing strong commercial services demand, improved operating execution and a backlog that management said provides visibility into the rest of the year. Chairman and CEO Larr

Moby summary of Wolfspeed, Inc.'s Q3 2026 earnings call

Robert Feurle: Thank you, and good afternoon, everyone. As we move forward, we remain focused on three key strategic priorities: advancing technology leadership, demonstrating strict financial discipline, and driving operational excellence.