Finanzen von Cerebras Systems Inc (CBRS)CBRSCerebras Systems Inc

Cerebras Systems Inc (CBRS) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Cloud and other services revenue recognized point in time, accounting for 70.0% of total sales, equivalent to $125.99M. Another important revenue stream is Hardware revenue recognized point in time. Understanding this composition is critical for investors evaluating how CBRS navigates market cycles within the Integrated Hardware & Software industry.

Evaluating the bottom line, Cerebras Systems Inc maintains a gross margin of 14.19%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at -264.97%, while the net margin is -250.14%. These profitability ratios, combined with a Return on Equity (ROE) of N/A, provide a clear picture of how effectively CBRS converts its operational activities into shareholder value.

In the context of the broader market, CBRS competes directly with industry leaders such as ROP and TWLO. With a market capitalization of $46.59B, it holds a leading position in the sector. When comparing efficiency, CBRS's gross margin of 14.19% stands against ROP's 69.71% and TWLO's 48.42%. Such benchmarking helps identify whether Cerebras Systems Inc is trading at a premium or discount relative to its financial performance.

Cerebras reported a total revenue of $180.11 million in Q2 2026, but it faced a net income loss of $450.53 million, reflecting ongoing profitability challenges. The gross margin has decreased to 14.19%, highlighting potential operational issues.