Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

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First Quarter FY25 Financial Results Nasdaq: PENG January 8, 2025 Disclaimer This presentation and the oral communications made during the course of this presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements concerning or regarding future events and future f ...

Penguin Solutions, Inc. (PENG) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.50%. A quarter ago, it was expected that this company would post earnings of $0.40 per share when it actually produced earnings of $0.37, delivering a surprise of -7.50%.Over the last four quarters, the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 29, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38102 PENGUIN SOLUTIONS, INC. (Exact name of registrant as specified in its charter) Cayman Islands 98-1013909 (State or othe ...

Exhibit 99.1 Press Release FOR IMMEDIATE RELEASE Business Outlook PENGUIN SOLUTIONS REPORTS Q1 FISCAL 2025 FINANCIAL RESULTS Revenue up by 24% vs. Q1 FY24, highlighted by 49% growth in Advanced Computing Milpitas, Calif. – January 8, 2025 – Penguin Solutions, Inc. ("Penguin Solutions," "we," "us," or the "Company") (NASDAQ: PENG) today reported financial results for the first quarter of fiscal 2025. First Quarter Fiscal 2025 Highlights "Our strong performance this quarter, highlighted by a 49% year-over-yea ...