Fermi Inc. (FRMI) Q2 2026 Earnings Call Transcript

SA Transcripts 161.81K Followers Follow Fermi Inc. ( FRMI ) Q2 2026 Earnings Call August 13, 2026 9:00 AM EDT Company Participants Barry Sievert Marius Haas Anna Bofa - Co-President Jacobo Blanes - Co-President & COO Robert Masson - Chief Financial Officer Conference Call Participants Paul Golding - Macquarie Research Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division John Hodulik - UBS Investment Bank, Research Division Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Jyoti Yadav - Mizuho Securities USA LLC, Research Division Derrick Whitfield - Texas Capital Securities, Research Division Presentation Operator Good day, everyone, and welcome to the Fermi America's Second Quarter 2026 Earnings Call. [Operator Instructions] It is now my pleasure to hand the floor over to your host, Barry Sievert. Sir, the floor is yours. Barry Sievert Good morning, and thank you for joining Fermi America's Second Quarter 2026 Earnings Conference Call. With me today are our Chairman of the Board, Marius Haas; our Chief Commercial Officer, Anna Bofa; our Chief Operating Officer, Jacobo Ortiz; and our Chief Financial Officer, Rob Masson. Before we begin, I'd like to remind you that today's call contains forward-looking statements within the meaning of the federal securities laws. These statements reflect management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those we anticipate. For a discussion of these risks, please refer to our most recent annual report on Form 10-K and our subsequent reports on Form 10-Q. Any non-GAAP measures we reference today are intended to provide a supplemental perspective on the company's ongoing operations. With that, I'll turn the call over to Marius. Marius Haas Thank you, Barry, and good morning, everyone. Thank you for joining us. One quarter ago, on our first quarter call, I did something a Chairman doesn't always do. I gave you a list, a focused 90-day plan built around 5 specific commitments, and