Key takeaways

  • Component shortages are holding back shipments, so near-term revenue depends on securing parts rather than on demand alone.
  • On its fiscal second-quarter 2027 earnings call, held on Nov. 9, 2026, Quantum Corp. (QMCO) announced that revenue grew 43% year over year to $89.6 million.
  • Management is watching component pricing volatility and channel execution as it works to lift gross profit margins back toward a long-term target of 43% under Generally Accepted Accounting Principles…

Fiscal second-quarter revenue grew 43% year over year to $89.6 million. Hyperscale customer demand increased more than 2.6 times year over year.

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