Wolfspeed (WOLF) Q4 FY26 earnings call

Wolfspeed delivered Q4 FY26 results at the midpoint of guidance, driven by strong growth in AI data center applications and advancements in its Gen 5 and 10kV SiC MOSFET technologies. The company is undergoing a transformation focused on leadership, capital structure, and sales strategy, aiming for profitable growth. While gross margins remain negative, operational excellence and volume expansion are key to achieving neutrality, with a significant focus on asset utilization in the Mohawk Valley fab.