# Arun Narayanan

Type: Person

Source: AI Intelligence Brief — https://getaibrief.com/entity/arun-narayanan
Canonical HTML page: https://getaibrief.com/entity/arun-narayanan

## Timeline

- **2027-Q1**: DoD Contract Completion — Everspin scheduled to complete its $14.6 million MRAM facility sustainment contract for the Department of Defense.
- **2026-03-04**: Q4 2025 Earnings Cycle — Major AI and ML infrastructure companies report record margins and software-first pivots.
- **2026**: Everspin 256Mb Launch — Everspin and TSMC scheduled to release high-density 256Mb monolithic MRAM for high-volume production.
- **2025-12-31**: Stem Profitability Milestone — Stem completes its first full year of positive adjusted EBITDA and positive operating cash flow.

## Recent coverage (1 stories)

### Stem Hits Profitability Milestone as AI Software Pivot Drives Record Margins
2026-03-05 00:23:47 · Sentiment: Positive · Impact: 6/10 · Sources: 14

Stem (STEM) achieved its first full-year positive adjusted EBITDA in 2025, signaling a successful transition from low-margin battery hardware to high-margin AI software and services. This trend of financial maturation is echoed across the AI sector, with companies like Riskified and Everspin reporting record margins and increased adoption of recurring revenue models.
Full story: https://getaibrief.com/story/stem-q4-2025-earnings-ai-software-pivot

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