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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Enovix
Enovix (ENVX) investor relations material
Enovix Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved record Q4 2025 revenue of $11.3M and full-year revenue of $31.8M, up 38% year-over-year, driven by defense, industrial, and smart eyewear shipments.
Advanced smartphone battery qualification with lead customer Honor, meeting most requirements and progressing in cycle-life and safety testing.
Smart eyewear batteries met technical requirements, positioning for early commercialization; initial production demand received from a major AI leader.
Strengthened operational leadership and unified global manufacturing, focusing on yield, throughput, and readiness for high-volume production.
Capital allocation flexibility enhanced with a $75M share repurchase program and robust liquidity to support growth.
Financial highlights
Q4 2025 revenue reached $11.3M, up 16% year-over-year; FY2025 revenue grew 38% to $31.8M, a company record.
Q4 non-GAAP gross margin was 25.7%; FY2025 non-GAAP gross margin improved to 23% from 0.9% in FY2024.
Q4 non-GAAP loss from operations was $28.9M; FY2025 adjusted EBITDA improved to $(84.0)M from $(95.7)M in FY2024.
Q4 non-GAAP net loss per share was $0.14; FY2025 non-GAAP net loss per share was $0.54, both improved from prior year.
Ended 2025 with $621M in cash, cash equivalents, and marketable securities.
Outlook and guidance
Q1 2026 revenue expected between $6.5M and $7.5M, reflecting seasonality in defense shipments.
Q1 2026 non-GAAP loss from operations projected at $29M to $32M; non-GAAP net loss per share: $0.14–$0.18.
CapEx for Q1 2026 expected at $9M–$11M, mainly for Fab2 equipment.
Initial smartphone-related revenue in 2026 will support system integration and launch prep, with larger commercialization expected late 2026 or 2027.
Smart eyewear shipments to begin in 2026, with significant market growth anticipated through 2030.
Impact of new protocols on smartphone qual?
Fab2 dicing bottleneck: What's the resolution path?
Share repurchase vs. commercialization investment?
What triggers smartphone qual optimization path?
How will Enovix gain smart eyewear market share?
Explain FY25 CapEx reduction and future plans.
Smartphone 0.7C test resolution timeline?
Quantify initial smart eyewear PO revenue impact
Drone market: silicon anode vs. swelling trade-offs?
Partial view of Summaries dataset, powered by Quartr API
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Next Enovix earnings date
Q1 202629 Apr, 2026
Enovix
Next Enovix earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Enovix Corporation designs, develops, and manufactures advanced lithium-ion batteries with a focus on high energy density and safety features. The company's batteries are used in markets such as consumer electronics, wearable devices, and electric vehicles. Enovix leverages proprietary 3D cell architecture to enhance battery performance. The company is headquartered in Fremont, California, and its shares are listed on the NASDAQ.
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