Supply chain constraints across DDR5, CPUs, PCBs, and server availability hardened materially in 90 days, forcing prudent H2 guidance with a quantified $6M memory headwind and delayed customer deployments.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 11, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.