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Wolfspeed (WOLF) investor relations material
Wolfspeed AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting held virtually to broaden shareholder access; agenda included seven director elections, 2026 Employee Stock Purchase Plan approval, advisory executive compensation vote and PwC auditor ratification.
Financial performance review
FY26 revenue from the AI data-center market more than doubled YoY.
Board and executive committee updates
Seven directors stood for election: Robert Feurle, Tony Abate, Mike Bokan, Hong Hou, Mark Jensen, Andy Mattes and Paul Walsh.
Introduced CFO Gregor van Issum, COO Dave Emerson, Chief Legal Officer Brad Kohn and General Counsel and Corporate Secretary Melissa Garrett.
- Virtual annual meeting will address director elections, compensation, and auditor ratification.WOLF
Proxy filing - Proxy seeks approval for director elections, ESPP, executive pay, and auditor ratification.WOLF
Proxy filing - Q4 revenue reached $150M with strong AI data center growth, but margins and net loss remained negative.WOLF
Q4 2026 - 24M+ shares registered for resale post-restructuring; no proceeds to issuer.WOLF
Registration filing - Q3 FY26 revenue reached $150.2M, with strong AI growth and improved liquidity post-restructuring.WOLF
Q3 2026 - Registering 32.9M shares for Renesas resale post-bankruptcy, with potential $118M in warrant proceeds.WOLF
Registration Filing - Q2 FY26: $168.5M revenue, $150.6M net loss, 50% AI datacenter growth, and strong liquidity.WOLF
Q2 2026 - Q4 revenue was $201M, with strong EV growth and Mohawk Valley Fab ramping up.WOLF
Q4 2024 - Q2 revenue fell 13% as restructuring and 200mm transition accelerate amid ongoing losses.WOLF
Q2 2025
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