Gorilla Technology just dropped Q3 earnings and it's a mixed bag: EPS came in at 24¢ (missed by 7.7%), but revenue hit $26.5M, crushing estimates by 1.8% with a fat 32% YoY jump. The real plot twist? Their pipeline is sitting at $7B+ in AI/GPU infrastructure deals, while cash position exploded from $21.7M to $110.2M. Operating expenses jumped 39% though, so there's some bloat to watch. Full year guidance stays put at $100-110M revenue, but 2026 they're eyeing $137-200M. EBITDA ramping up 21% YoY signals they might finally be turning the corner on margins. The Southeast Asia 5G/AI build-out is their cash cow right now—could be a sleeper play if they execute on that $7B pipeline.
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Gorilla Technology just dropped Q3 earnings and it's a mixed bag: EPS came in at 24¢ (missed by 7.7%), but revenue hit $26.5M, crushing estimates by 1.8% with a fat 32% YoY jump. The real plot twist? Their pipeline is sitting at $7B+ in AI/GPU infrastructure deals, while cash position exploded from $21.7M to $110.2M. Operating expenses jumped 39% though, so there's some bloat to watch. Full year guidance stays put at $100-110M revenue, but 2026 they're eyeing $137-200M. EBITDA ramping up 21% YoY signals they might finally be turning the corner on margins. The Southeast Asia 5G/AI build-out is their cash cow right now—could be a sleeper play if they execute on that $7B pipeline.