Cerebras CEO: 'We Will Do Better' in Communicating Adjusted 'Core' Results -- Market Talk

1310 ET - Traders should focus on Cerebras Systems' "core" results, CEO Andrew Feldman says in a CNBC interview, referring to adjusted metrics that exclude items such as data-center pass-through revenue and costs. "We didn't do ourselves any favors in our communication. I think we could have done better, and I think we will do better in the future," Feldman says when asked about possible confusion between the reported and core metrics. The core numbers are better for year-over-year and sequential comparisons, and are insulated from "things outside our control or one-time events," Feldman says. On a core basis, revenue grew 103%, to $209.9 million, beating Wall Street's expectation of $190.6 million. Still, shares are down 15% midday Thursday. (elias.schisgall@wsj.com)

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August 13, 2026 13:10 ET (17:10 GMT)