Quantum Corporation Q3 2026 Earnings Call Summary

Performance exceeded the high end of forecasted ranges due to disciplined execution of the operating plan and a revitalized sales organization. Revenue growth was driven by a strong opening backlog and robust shipments at quarter-end, supported by multiple million-dollar orders from enterprise and hyperscale customers. Management identifies a significant market shift toward tape and cold storage as AI workloads increase pressure on power, cooling, and data retention costs. The company is strategical ...