Axcelis (ACLS) director Gregory Graves awarded 1,440 restricted stock units

AXCELIS TECHNOLOGIES INC (ACLS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 tm2622315d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 News Release Axcelis Announces Financial Results for Second Quarter 2026 Q2 2026 Highlights: · Revenue of $215.2 million · GAAP Gross Margin of 42.4%, and Non-GAAP Gross Margin of 42.7% · GAAP Operating Margin of 9.4% and

Axcelis Technologies (Nasdaq: ACLS) reported Q2 2026 revenue of $215.2 million, GAAP gross margin 42.4% and non-GAAP gross margin 42.7%. GAAP diluted EPS was $0.75 and non-GAAP diluted EPS $1.06. The company guided Q3 2026 revenue to about $230 million and GAAP EPS to about $0.76. It also said it expects year-over-year revenue growth in 2026 and plans to close its pending Veeco merger in H2 2026.

Micron Technology’s reported 700% stock gain over the past year reflects strong demand for high-bandwidth memory used in data centers for AI. The article says Axcelis Technologies supplies ion implantation machines used early in chip manufacturing, and that memory makers expanding capacity should increase equipment orders. Axcelis reported $199 million Q1 revenue (+3% y/y); memory is about one-third of sales. Consensus forecasts $842 million revenue in 2026 and $921 million in 2027.

Oracle won a 10-year $395.8M contract from the US Office of Personnel Management to build a governmentwide HR platform on its Fusion Cloud HCM, covering more than two million federal employees. OPM said it will consolidate legacy HR systems into one workflow for personnel actions, payroll and benefits, time and attendance, talent acquisition, and performance management. The award followed court bid protests.

Nokia (NOK) said it signed a 5G expansion agreement with Taiwan Mobile on July 14 to deploy its AirScale portfolio and AI-driven network software. The deal covers four AI applications, including predictive analytics, SON automation, baseband and radio upgrades, energy management, and self-healing. Nokia cites Aetha data on AI traffic growth and expects AI-RAN spectral efficiency to rise from 20% to 50% next year and 100% by 2028.

Conduent (Nasdaq: CNDT) said Virginia’s DMAS awarded it a contract, up to 14 years, to continue operating and modernize Virginia Medicaid delivery systems. Using its Conduent Medicaid Suite, Conduent will support claims processing, finance, call centers, reporting, and related services for about 1.6 million enrollees.