share_log

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年第二季度业绩会议电话交流摘要
moomoo AI ·  10/24 22:29  · 电话会议

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

以下是GSI科技公司(GSIT)2025年第二季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • 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.

  • GSI Technology报告称,2025年第二季度收入为460万美元,与指导一致。

  • 营业亏损为560万美元,而2024年第二季度为410万美元;受重组影响。

  • 该季度的净亏损为540万美元,摊薄后每股亏损0.21美元。

Business Progress:

业务进展:

  • 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.

  • 由于库存枯竭和新的设计胜利,预计SRAM业务将出现重大转变。

  • 第一和第二阶段的SBIR合同如期完成,包括2025年第一季度软件算法的交付。

  • Gemini-II 基准测试和软件修复的开发正在取得进展。

  • 介绍APU的路线图,包括一项名为Plato的新开发项目。

Opportunities:

机会:

  • 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.

  • 新的人工智能芯片前景令人兴奋,这增加了对该公司SRAM的需求。

  • 更多地参与SBIR项目可以促进潜在的技术进步和资金。

  • 使用 Gemini-II 扩展到边缘应用程序,以实现 SAR 功能。

Risks:

风险:

  • 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.

  • 产品组合和非经常性遣散费用给毛利率带来压力。

  • 继续需要管理战略支出中的现金消耗,并可能减少现金消耗。

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.

小贴士:本文由 AI 生成。无法完全保证内容的准确性。如需更全面的详情,请访问投资者关系网站。本文仅供投资者参考,不提供任何指导或建议建议。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发