$Rackspace Technology(RXT)$ Th

$Rackspace Technology(RXT)$ The stock's down for no good reason. Sure, they'll see slightly lower revenues as they shift that idle power and space over to HPC, but they're still putting up amazing revenue numbers and their EBITDA is much higher than most other cloud players right now. They also just partnered with Palantir.

The revised revenue forecast is now $2.45 billion to $2.55 billion, down from the previous estimate of $2.6 billion to $2.7 billion. Adjusted EBITDA is now expected to be $285 million to $295 million, compared to the earlier guidance of $305 million to $315 million.

Rackspace stated that beyond 2026, the plan is to ramp the Enterprise AI business to a cumulative capacity of 15 MW by the end of 2027 and a total of 30 MW by the end of 2028. That translates to $450-$600 million of annual revenue at the full 30 MW of AMD deployments, with Adjusted EBITDA margins for Enterprise AI expected to be in the 50%+ range.

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Sure, they'll see slightly lower revenues as they shift that idle power and space over to HPC, but they're still putting up amazing revenue numbers and their EBITDA is much higher than most other cloud players right now. They also just partnered with Palantir.\nThe revised revenue forecast is now $2.45 billion to $2.55 billion, down from the previous estimate of $2.6 billion to $2.7 billion. Adjusted EBITDA is now expected to be $285 million to $295 million, compared to the earlier guidance of $305 million to $315 million.\nRackspace stated that beyond 2026, the plan is to ramp the Enterprise AI business to a cumulative capacity of 15 MW by the end of 2027 and a total of 30 MW by the end of 2028. That translates to $450-$600 million of annual revenue at the full 30 MW of AMD deployments, with Adjusted EBITDA margins for Enterprise AI expected to be in the 50%+ range.\n<img src=\"https://community-static.tradeup.com/news/6d2a8b8181464fa6b672b83a88a1bc45\" tg-width=\"3636\" tg-height=\"1854\">\n<img src=\"https://community-static.tradeup.com/news/db8901abf3c74f86a32b3e924e934c67\" tg-width=\"1462\" tg-height=\"1009\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/RXT\">$Rackspace Technology(RXT)$&nbsp;</a>The stock's down for no good reason. Sure, they'll see slightly lower revenues as they shift that idle power and space over to HPC, but they're still putting up amazing revenue numbers and their EBITDA is much higher than most other cloud players right now. They also just partnered with Palantir.\nThe revised revenue forecast is now $2.45 billion to $2.55 billion, down from the previous estimate of $2.6 billion to $2.7 billion. Adjusted EBITDA is now expected to be $285 million to $295 million, compared to the earlier guidance of $305 million to $315 million.\nRackspace stated that beyond 2026, the plan is to ramp the Enterprise AI business to a cumulative capacity of 15 MW by the end of 2027 and a total of 30 MW by the end of 2028. That translates to $450-$600 million of annual revenue at the full 30 MW of AMD deployments, with Adjusted EBITDA margins for Enterprise AI expected to be in the 50%+ range.\n<img src=\"https://community-static.tradeup.com/news/6d2a8b8181464fa6b672b83a88a1bc45\" tg-width=\"3636\" tg-height=\"1854\">\n<img src=\"https://community-static.tradeup.com/news/db8901abf3c74f86a32b3e924e934c67\" tg-width=\"1462\" tg-height=\"1009\"></body></html>","text":"$Rackspace Technology(RXT)$ The stock's down for no good reason. Sure, they'll see slightly lower revenues as they shift that idle power and space over to HPC, but they're still putting up amazing revenue numbers and their EBITDA is much higher than most other cloud players right now. They also just partnered with Palantir. The revised revenue forecast is now $2.45 billion to $2.55 billion, down from the previous estimate of $2.6 billion to $2.7 billion. Adjusted EBITDA is now expected to be $285 million to $295 million, compared to the earlier guidance of $305 million to $315 million. Rackspace stated that beyond 2026, the plan is to ramp the Enterprise AI business to a cumulative capacity of 15 MW by the end of 2027 and a total of 30 MW by the end of 2028. That translates to $450-$600 million of annual revenue at the full 30 MW of AMD deployments, with Adjusted EBITDA margins for Enterprise AI expected to be in the 50%+ range.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/584037811134496","repostId":0,"isVote":1,"tweetType":1,"viewCount":149,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD","RXT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":778,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/584037811134496"}