🔎 Diving Into $QMCO's Earnings
Quantum just delivered a strong quarter:
📈 Revenue: $78M — +27% YoY
💾 ActiveScale revenue: 3x YoY
📦 Backlog: $45M — record high
⚡ Next-quarter guidance: ~$75M revenue
The interesting part: ActiveScale is built for massive-scale data storage, making QMCO a potential second-order beneficiary of the AI/HPC data explosion.
The key question now: Can Quantum turn its growing backlog into sustained revenue and improve margins? 👀
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3August 14, 2026 2.3K 1