Technology

Aehr is a Fremont, California maker of test and burn-in systems that screen semiconductors for early-life failures. It has about 138 employees.

Revenue was a September quarter record of $114.5 billion, up 12% year over year, against an estimate near $113.4 billion. Diluted EPS was $2.10, versus $1.98 expected. Fiscal year revenue was $478.8 billion, up 15%, with EPS of $8.98, up 20%.

Backblaze is a San Mateo, California cloud storage company that sells S3-compatible B2 Cloud Storage and a Computer Backup subscription. It has about 320 employees and describes itself as the capacity storage layer for AI.

Fabrinet is a Cayman Islands-incorporated contract manufacturer of optical packaging and precision optical, electro-mechanical and electronic products, with production concentrated in Thailand. Its largest customers include NVIDIA (NASDAQ:NVDA) and Cisco (NASDAQ:CSCO).

Harmonic is a San Jose, California broadband provider focused on virtualized access, with a cOS platform sold to cable and telecom operators. It has about 552 employees.

Ingram Micro is an Irvine, California distributor and services provider that sits between IT vendors and resellers, integrators and managed service providers worldwide. It has about 22,200 employees.

Fourth quarter revenue is guided to $15 billion to $16 billion, well below a consensus near $17.1 billion, with non-GAAP grossMarginof 38% and EPS of $0.25. The guide includes a roughly $300 million revenue hit and 200 basis points of gross margin impact from …