secwatch.observer — SEC 8-K summary
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Issuer:     WOLFSPEED, INC. (WOLF)
CIK:        0000895419
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0000895419-26-000012
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Wolfspeed Q2 revenue $168M, net loss $151M; AI datacenter up 50% QoQ
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- Revenue $168M (Mohawk Valley Fab $76M); GAAP gross margin (46)%, non-GAAP (34)%.
- Adjusted EBITDA ($82)M; net loss $151M inclusive of $1.1B fresh-start gain.
- Received ~$700M in Section 48D tax refunds; retired $175M of debt.
- Q3 FY2026 revenue guidance $140-160M; operating expenses flat to slightly down.
- AI datacenter revenue grew ~50% sequentially; key wins with Toyota and Hopewind.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895419/000089541926000012/0000895419-26-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895419/000089541926000012/wolf-20260204.htm
  HTML page:      https://secwatch.observer/filing/0000895419-26-000012

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer