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GSI Technology, Inc. (GSIT) Q2 2025 Earnings Call Transcript Summary

GSI Technology, Inc. (GSIT) Q2 2025 Earnings Call Transcript Summary

GSI Technology, Inc.(GSIT)2025年第二季度業績會議電話交流摘要
moomoo AI ·  2024/10/25 10:29  · 電話會議

The following is a summary of the GSI Technology, Inc. (GSIT) Q2 2025 Earnings Call Transcript:

以下是廣船國際技術有限公司(GSIT)2025年第二季度業績會議電話記錄摘要:

Financial Performance:

金融業績:

  • GSI Technology reported Q2 2025 revenue of $4.6 million, consistent with guidance.

  • Operating loss was $5.6 million compared to $4.1 million in Q2 2024; influenced by restructuring.

  • Net loss for the quarter was $5.4 million, or $0.21 per diluted share.

  • 廣船國際技術報告2025年第二季度營業收入爲460萬美元,與指引一致。

  • 營運虧損爲560萬美元,相較於2024年第二季度的410萬美元;受到重組影響。

  • 本季度淨虧損爲540萬美元,每股攤薄損失0.21美元。

Business Progress:

業務進展:

  • Significant turnaround in SRAM business is expected due to inventory depletion and a new design win.

  • On track with Phase 1 and 2 SBIR contracts, including the delivery of software algorithms in Q1 2025.

  • Development of Gemini-II benchmarks and software fixes are progressing.

  • Introduction of a roadmap for the APU, including a new development named Plato.

  • 由於庫存枯竭和新設計贏得,SRAM業務預計出現重大轉機。

  • 符合第1和第2階段SBIR合同進度,包括在2025年第一季度交付軟件算法。

  • Gemini-II基準測試和軟件修復的開發正在進行中。

  • 引入APU的路線圖,包括一項名爲Plato的新開發。

Opportunities:

機會:

  • Exciting prospects for new AI chips enhancing demand for the company's SRAM.

  • Increased involvement in SBIR projects boosts potential technology advancements and funding.

  • Expansion into edge applications with Gemini-II for SAR capabilities.

  • 新AI芯片的激動人心前景提升了公司SRAM的需求。

  • 對SBIR項目增加參與度提升了潛在技術進步和資金。

  • Gemini-II的邊緣應用擴展了SAR功能。

Risks:

風險:

  • Pressure on gross margins due to product mix and non-recurring severance costs.

  • Continuing requirement to manage and possibly reduce cash burn amidst strategic expenditures.

  • 產品組合和非重複性離職成本增加了毛利率壓力。

  • 在戰略支出中繼續要求管理和可能減少現金消耗。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

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