earnings
confidence medium
sentiment negative
materiality 0.70
Innventure suspends Accelsius 2026 revenue and cash flow targets, cites AI market dynamics
Innventure, Inc.
- Suspends previously communicated 2026 revenue and cash flow targets for Accelsius two-phase liquid cooling.
- Cites constraints for smaller early adopters: power availability, GPU access, and deployment timing.
- Focus shifts to milestones: chip-maker relationships, OEM/ODM co-development, hyperscaler ties, thermal benchmark data.
- CEO Bill Haskell reaffirms long-term conviction in two-phase cooling; notes momentum at AeroFlexx and Refinity.
- Q2 2026 results released August 13, 2026; conference call scheduled for 5:00 pm ET.