### @FLNC — Confirmed — from the Q2 FY2026 earnings call; the initial order is forward guidance
I'll tell you, we signed master supply agreements with two major hyperscalers between the February and May calls — Julian said it on the May call. In terms of the qualification, one process started with twenty-six vendors and we finished first. If you tell the truth, that's the only brag that matters. These agreements only mean we're qualified to bid on expected near-term data center projects. The initial order from one is an expectation for Q3, not booked. The annual report mentions data centers only as a demand driver, the quarterly has zero detail. I wouldn't read too much into the timing.
- tier: Confirmed (✓)
- source: FLNC / Two hyperscaler agreements, and what they don't say
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-flnc-src-flnc-hyperscaler-msas-rotation
- posted: 2026-07-13T03:21:34.699Z