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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Everspin Technologies
Everspin Technologies (MRAM) investor relations material
Everspin Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Record Q3 revenue of $20.648M, up 47% YoY and 10% QoQ, with product and non-product growth at the high end of expectations.
Industrial Automation, Data Center, Medical and Energy Management led end-market growth.
Non-GAAP net income was $3.058M, or $0.12 per diluted share; GAAP results included significant litigation and regulatory charges.
Financial highlights
Revenue was $20.648M vs. $14.060M a year earlier; gross profit was $10.609M vs. $7.206M.
MRAM product sales were $16.945M vs. $12.690M; licensing, royalty, engineering services and other revenue was $3.703M vs. $1.370M.
GAAP gross margin was 51.4% vs. 51.3%; non-GAAP gross margin was 52.1%, down 0.3 percentage points YoY.
GAAP operating expenses rose 112% to $18.538M; GAAP operating loss was $7.929M vs. $1.545M.
GAAP net loss was $7.175M, or $0.29 per share, vs. net income of $54K; non-GAAP net income was $3.058M vs. $1.461M.
Outlook and guidance
Q4 revenue guidance is $21.5M-$22.5M; GAAP loss per diluted share is expected at $0.08-$0.13 and non-GAAP diluted EPS at $0.13-$0.18.
Non-GAAP Q4 EPS excludes litigation costs and stock-based compensation; forward reconciliation to GAAP is unavailable without unreasonable effort.
NOR-replacement demand is included in the outlook; product margins are expected to improve sequentially following Q4 pricing increases, with a long-term gross-margin target above 50%.
Litigation costs are expected to remain substantial but slightly below Q3 in Q4, then decline significantly in 2027 after the matter goes to the ALJ at year-end.
LPDDR6 MRAM samples are targeted for late 2028 or early 2029, with early revenue expected in 2029; JEDEC standard-setting is expected to take 18-24 months.
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Latest events from Everspin Technologies
- Strong MRAM growth, new NOR flash products, and record revenues drive a $100M target by 2029.MRAM
H.C. Wainwright 28th Annual Global Investment Conference - MRAM leader targets $100M+ revenue by 2029, driven by innovation and diversified markets.MRAMInvestor presentation
- Strong MRAM demand and new product launches drive record growth and strategic market expansion.MRAMLytham Partners 2026 Consumer & Technology Investor Summit
- Aiming for $100M revenue by 2029, driven by MRAM innovation and new UNISYST product ramp.MRAMOppenheimer 29th Annual Technology, Internet & Communications Conference
- Record Q2 revenue and improved margins driven by MRAM growth, but litigation costs widened losses.MRAMQ2 2026
- MRAM is set to disrupt memory markets with rapid growth, innovation, and expanding applications.MRAMRedChip Future Tech Investor Conference
- All proposals, including director elections and equity plan amendment, were approved.MRAMAGM 2026
- Q1 revenue up 13%–14% to $14.9M, gross margin 52.7%, $40M defense contract secured.MRAMQ1 2026
- Annual meeting to vote on directors, auditor, compensation, and equity plan share increase.MRAMProxy filing
Next Everspin Technologies earnings date
Q4 202624 Feb, 2027
Everspin Technologies
Next Everspin Technologies earnings date
Q4 202624 Feb, 2027
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Frequently asked questions
Everspin Technologies, Inc. is a semiconductor company that designs and manufactures Magnetoresistive Random Access Memory (MRAM) products. These include both Toggle MRAM and Spin-Transfer Torque MRAM (STT-MRAM), which are used in various applications requiring non-volatile memory, such as industrial automation, automotive, aerospace, medical devices, and data centers. Everspin serves customers globally through a direct sales network and distributors. The company offers its products to original equipment manufacturers (OEMs) and contract manufacturers. Everspin is headquartered in Chandler, Arizona, and its shares are listed on NASDAQ.