GSIT
GSI Technology, Inc.5.43
+0.08+1.5%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q2 '26
Key Stats
Market Cap
191.36MP/E (TTM)
-Basic EPS (TTM)
-0.44Dividend Yield
0%Recent Filings
10-Q
Q1 FY2026 results
GSI Technology posted Q1 FY2026 revenue of $6.4M, up 42% y/y from $4.6M, with gross profit doubling to $3.5M at 54.8% margin versus 38.6%. Operating loss narrowed to $3.2M from $5.6M y/y as R&D fell 21% to $3.8M, aided by $279K government funding. YTD revenue hit $12.7M, up 38% y/y, but net loss widened to $5.4M from $4.4M due to no repeat of prior $5.7M sale-leaseback gain; diluted EPS of -$0.19 reconciles to 28.3M shares. Cash swelled to $25.3M (no debt) via $14.3M ATM equity raise, despite $2.6M operating cash burn; October direct offering added ~$50M gross. Customer concentration persists.
8-K
Q2 revenue up 42%, $50M funding
GSI Technology posted Q2 FY2026 revenue of $6.4 million, up 42% year-over-year on SRAM demand, with gross margin at 54.8% despite product mix shift. Cash swelled to $25.3 million; post-quarter, it closed a $50 million direct offering to finish Gemini-II and start Plato chip. Q3 guide: $6.0-6.8 million revenue. Funding fuels AI edge push.
8-K
Preliminary Q2 revenue at $6.4M
GSI Technology disclosed preliminary unaudited results for the three and six months ended September 30, 2025, showing net revenue of $6.4 million and $12.7 million, respectively, with a 54.8% gross margin in the quarter. These figures stem from management estimates amid ongoing financial closing, subject to potential material changes. Revenue dipped from prior periods. Risks loom from customer concentration and market volatility.
8-K
GSI prices $50M stock offering
GSI Technology inked a $50 million registered direct offering on October 21, 2025, selling 1.5 million shares at $10 each and pre-funded warrants for 3.5 million more at $9.99, closing October 22. Funds will fuel APU product development alongside existing cash. Yet a 60-day lockup curbs further equity moves. This bolsters AI innovation runway.
8-K
Board committee reshuffle announced
GSI Technology refreshed its board committees on August 21, 2025, appointing new director Ronald R. Steger as Audit Committee chair alongside Elizabeth Cholawsky and Haydn Hsieh, while Ruey L. Lu took the helm of the Nominating and Corporate Governance Committee. At the annual stockholder meeting that day, all five director nominees sailed through with strong support, BDO USA's auditor role was ratified overwhelmingly, and executive pay drew solid advisory approval. This lineup sharpens governance oversight. Committees now align tightly with fresh perspectives.
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