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
富途资讯 ·  2024/10/25 10:29  · 电话会议

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

以下是广船国际技术有限公司(GSIT)2025年第二季度业绩会议电话记录摘要:

Financial Performance:

金融业绩:

  • 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.

  • 广船国际技术报告2025年第二季度营业收入为460万美元,与指引一致。

  • 营运亏损为560万美元,相较于2024年第二季度的410万美元;受到重组影响。

  • 本季度净亏损为540万美元,每股摊薄损失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.

  • 由于库存枯竭和新设计赢得,SRAM业务预计出现重大转机。

  • 符合第1和第2阶段SBIR合同进度,包括在2025年第一季度交付软件算法。

  • Gemini-II基准测试和软件修复的开发正在进行中。

  • 引入APU的路线图,包括一项名为Plato的新开发。

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AI芯片的激动人心前景提升了公司SRAM的需求。

  • 对SBIR项目增加参与度提升了潜在技术进步和资金。

  • Gemini-II的边缘应用扩展了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.

  • 产品组合和非重复性离职成本增加了毛利率压力。

  • 在战略支出中继续要求管理和可能减少现金消耗。

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:如需更全面的详情,请参阅投资人关系网站。本文仅供投资者参考,不作任何指引或建议。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发