{"schema_version":"secwatch.filing_event.v1","accession":"0001616533-26-000046","form_type":"8-K","ticker":"PENG","cik":"0001616533","company_name":"Penguin Solutions, Inc.","filed_at":"2026-10-06T20:27:15+00:00","discovered_at":"2026-10-06T20:28:00.231053+00:00","generated_at":"2026-10-12T16:15:05.149010+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Penguin Solutions Q4 net sales $567M, up 68% YoY; EPS $1.29; FY27 outlook raised on AI demand","bullets":["Q4 net sales $566.7M, up 68% YoY; diluted EPS $1.29 vs $0.11; non-GAAP diluted EPS $1.00 vs $0.43; operating income $69.5M, up 458%.","FY26 net sales $1.73B (+26%); net income $180.6M (+611%); non-GAAP EPS $2.87 vs $1.90; adjusted EBITDA $256M, up 37%.","FY27 guidance raised to about $2.43B net sales (~40% growth, ±10pp) and non-GAAP diluted EPS of $4.45 (~55% growth), above the prior $2.17B preliminary view.","FY26 segment sales: Integrated Memory $924.0M vs $464.2M; Advanced Computing $558.8M vs $648.4M; Optimized LED $248.7M vs $256.1M.","Won six AI Infrastructure data center customers in Q4 (four neocloud), including a 36,000-GPU AI factory in Norway; closed $750M 0% coupon convertible notes due 2031."],"urls":{"canonical":"https://secwatch.observer/filing/0001616533-26-000046","json":"https://secwatch.observer/filing/0001616533-26-000046.json","markdown":"https://secwatch.observer/filing/0001616533-26-000046.md","text":"https://secwatch.observer/filing/0001616533-26-000046.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1616533/000161653326000046/0001616533-26-000046-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1616533/000161653326000046/peng-20261006.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T16:15:05.149010+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}