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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通話摘要
富途資訊 ·  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: 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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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