# Lululemon

Type: Company (LULU)

Source: SaaS Intelligence Brief — https://getsaasbrief.com/entity/lululemon
Canonical HTML page: https://getsaasbrief.com/entity/lululemon

## Timeline

- **2030-01-01**: Phase 1 Deployment — Target date for first 150MW of Oklo-Meta power campus to go online.
- **2026-03-17**: Meta-Oklo Agreement — Execution of prepayment agreement for 1.2GW Aurora power campus in Ohio announced.
- **2026-03-05**: Ecopetrol Dividend — Board proposes COP 110 per share dividend following strong operational cash flow.
- **2026-01-15**: Oklo Capital Raise — Oklo raises $1.182B net through a $1.5B ATM program to fund SMR construction.
- **2025-12-31**: Year-End Financials — Oklo reports $1.4B in cash; IZEA reaches breakeven; Sera Prognostics completes PRIME study.

## Recent coverage (1 stories)

### AI Infrastructure and Specialized SaaS Pivot Toward Profitability and Scale
2026-03-19 00:18:58 · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle reveals a strategic shift among specialized technology and infrastructure providers toward long-term scalability and operational discipline. While Oklo secures massive energy commitments from Meta to power the AI revolution, SaaS players like IZEA and Sera Prognostics are prioritizing high-value enterprise accounts and clinical data validation to navigate a tightening macroeconomic environment.
Full story: https://getsaasbrief.com/story/ai-infrastructure-saas-earnings-q4-2025

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