02.Penguin Solutions, Inc. (PENG)2025年第一季度业绩电话会：2025财年第一季度，公司营收达3.41亿美元，同比增长24%，非GAAP每股收益为49美分，同比增长108%。非GAAP运营收入4100万美元，同比增长53%，运营利润率提升至12%。业务板块方面，先进计算营收1.77亿美元，同比增长49%；集成内存9700万美元，增长13%；优化LED 6700万美元，下降4%但利润率改善。财务状况上，非GAAP毛利率为30.8%，运营费用6400万美元，同比下降1%，运营活动现金流1400万美元。2025财年展望，先进计算全年营收预计同比增长10 - 25%，内存预计增长10 - 20%，LED预计持平至增长10%，非GAAP全年毛利率预计为32%±1个百分点，运营费用预计为2.75亿美元±1500万美元，稀释每股收益预计约为1.50美元±0.2美元。

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