Penguin Solutions Inc. (PENG) reports earnings

The report was filed on January 8, 2025

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Penguin Solutions Inc. (PENG+2.25%) has submitted its Form 10-Q filing for the quarterly period ended November 29, 2024.

The filing reports net sales of $341.1 million for the quarter, an increase from $274.2 million in the same period the previous year. This growth was primarily driven by higher sales in the Advanced Computing and Integrated Memory segments.

The Advanced Computing segment reported net sales of $177.4 million, up from $118.8 million, due to increased demand for AI solutions and high-performance computing. Integrated Memory sales increased to $96.7 million from $85.7 million, attributed to higher sales volumes of DRAM products.

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The Optimized LED segment experienced a slight decrease in sales to $67.0 million from $69.8 million, primarily due to macroeconomic challenges in China.

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Penguin Solutions reported a gross profit of $97.8 million, with a gross margin of 28.7%, down from 30.2% in the previous year, due to an unfavorable sales mix.

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Operating expenses for the quarter were $80.5 million, slightly down from $81.5 million in the previous year. This included a decrease in research and development expenses and an increase in selling, general, and administrative expenses.

The company reported an operating income of $17.4 million, compared to $1.3 million in the previous year. Net income from continuing operations was $6.0 million, compared to a loss of $11.2 million in the previous year.

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Penguin Solutions completed the divestiture of an 81% interest in SMART Brazil, which is now presented as discontinued operations in the financial statements. The divestiture resulted in a net loss of $8.9 million.

Cash and cash equivalents at the end of the period were $370.6 million, with net cash provided by operating activities from continuing operations amounting to $13.8 million.

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The company closed a $200 million investment by SK Telecom Co., Ltd., issuing 200,000 convertible preferred shares with a 6% annual dividend.

Penguin Solutions continues to focus on expanding its product offerings and market presence in the Advanced Computing and Integrated Memory segments, while managing challenges in the Optimized LED market.

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This content was summarized by generative artificial intelligence using public filings retrieved from SEC.gov. The original data was derived from the Penguin Solutions Inc. quarterly 10-Q report dated January 8, 2025. To report an error, please email earnings@qz.com.