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Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
Penguin Solutions
Penguin Solutions (PENG) investor relations material
Penguin Solutions 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Company transformation and strategic focus
Transitioned from a memory module business to an advanced compute solutions provider over the past five and a half years, divesting non-core consumer memory assets and investing in AI infrastructure and high-performance computing.
Shifted business mix from over 80% memory to a diversified portfolio including hardware, software, and services, resulting in gross margin improvement from below 20% to over 30%.
Achieved 17% total revenue growth in the last fiscal year, with advanced computing outpacing overall company growth.
Focused on expanding enterprise and sovereign AI customer base, moving away from hyperscaler concentration.
Recent wins include large-scale projects with Fortune 100 companies in oil and gas and financial services, plus international deployments in Korea.
Growth strategy and market trends
Growth driven by enterprise AI adoption and sovereign AI opportunities, with a strong pipeline and increasing bookings.
Non-hyperscale AI business grew 75% in FY25 and over 250% in Q1, now representing nearly 25% of total revenue.
Memory business saw 40% year-over-year growth, supported by strong demand and favorable supply conditions.
Early leadership in CXL memory technology, with a $10 million order and compliance certification broadening market reach.
LED business faces macro headwinds, with focus on profitability and cash flow rather than top-line growth.
Operational improvements and profitability
Transitioned from a holding company to a unified corporate structure, consolidating back-office functions and IT systems for efficiency.
Reduced OpEx by shifting resources to lower-cost areas and completing integration of past acquisitions.
Reinvesting operational efficiencies into sales coverage, software development, and service delivery.
Hired a new CRO and enhanced go-to-market strategy, leveraging success stories and partnerships to drive customer acquisition.
Focused on building differentiation in software and services, targeting orchestration, data analytics, and security for future customer needs.
What drives non-hyperscaler AI revenue growth?
Penguin's CXL leadership: What's the impact?
OpEx optimization: Where are efficiencies reinvested?
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Next Penguin Solutions earnings date
Q2 20261 Apr, 2026
Penguin Solutions
Next Penguin Solutions earnings date
Q2 20261 Apr, 2026
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Smart Global Holdings Inc is a technology company that provides specialty memory, storage, and advanced computing solutions. The company serves original equipment manufacturers and enterprises in sectors such as data centers, mobile, industrial, and automotive. Its product offerings include DRAM, flash memory, and AI-enabled computing platforms. Smart Global Holdings Inc is headquartered in Newark, California, and its shares are listed on the NASDAQ.
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