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Penguin Solutions Inc's Business Segments
Penguin Solutions Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q3 FY2026
Reportable Segments
3
Largest Segment
Integrated Memory
Total Revenue
$ 479
Regions Reported
-
Revenue Share by Reportable Segment - Q3 FY2026
- Integrated Memory57.5%
- Advanced Computing28.7%
- Optimized LED13.8%
Revenue by Reportable Segment - Q3 FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Integrated Memory | $ 275 | 57.5% |
| Advanced Computing | $ 138 | 28.7% |
| Optimized LED | $ 66 | 13.8% |
Revenue by Product & Service Category - Q3 FY2026
- Product86.5%
- Service13.3%
Revenue by Product & Service Category - Q3 FY2026
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Product | $ 414 | 86.5% |
| Service | $ 64 | 13.3% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
Description of Penguin Solutions Inc
The registrant's business excludes the discontinued SMART Brazil operations, which are reported separately as discontinued operations. The company operates in historically cyclical and highly competitive markets, providing specialty products and services that require extensive evaluation and qualification by customers, including original equipment manufacturers (OEMs). Its operations depend on a limited number of customers and sole or limited source suppliers. Success relies on developing new products and services, adapting to technological changes, and maintaining manufacturing efficiency. The company faces risks from fluctuating average selling prices, tariffs, trade restrictions, and potential manufacturing disruptions. Additional challenges include developments in artificial intelligence technology, regulatory uncertainty, intellectual property protection, compliance with procurement laws, and data privacy and security. The use of open source software presents risks to proprietary software and market competition. The company is subject to legal, tax, environmental, and international operational risks, including currency exchange fluctuations and inflation. Its indebtedness and stock price volatility may affect its financial condition and operations. The registrant does not expect to pay cash dividends in the foreseeable future and faces risks related to acquisitions, alliances, and the sale of its SMART Brazil business, which could impact its brand and financial results.
The company operates through three business segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment provides high-performance and high-availability computing platforms and services across core, edge, and cloud environments, with products under the Penguin Solutions®, Penguin Computing®, Stratus®, and Penguin Edge™ brands. The Integrated Memory segment previously included SMART Brazil operations, which have been divested and are now classified as discontinued operations. The company transitioned from a holding company to a global enterprise solutions provider and rebranded as Penguin Solutions® on October 15, 2024.