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Everspin (MRAM) investor relations material
Everspin Q3 Investor Summit Group Virtual Conference 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 Investor Summit Group Virtual Conference 2025 earnings summary16 Sep, 2025
Company overview and market positioning
Leading provider of embedded MRAM technology for mission-critical applications, with end-to-end capabilities from design to manufacturing and global operations.
Over 115 million units shipped to 2,000+ customers worldwide, with revenue evenly distributed across Asia, Europe, and North America.
Holds 650+ patents and licenses technology to major industry players, including GlobalFoundries and Honeywell.
Only domestic provider of MRAM, with products designed into high-profile aerospace, defense, and automotive applications.
Strong financial position with zero debt, positive free cash flow, and expanding operating margins.
Product innovation and technology roadmap
MRAM products offer persistence, high speed, unlimited endurance, and reliability in harsh environments.
Three product categories: PERSYST (in production), Genesis (production in 2026), and AgILYST (targeted for 2027), addressing diverse applications from industrial automation to AI edge computing.
Enhanced NOR flash replacement product (256Mb X5) to enter a $3.5B market, with production and sampling planned for 2026-2027.
MRAM outperforms traditional memory in speed, endurance, and power, enabling new use cases in data centers, automotive, and industrial sectors.
Ongoing R&D and partnerships with TSMC and GlobalFoundries to scale next-generation products.
Market opportunity and customer applications
Total addressable market projected to grow from $1.1B to $4.3B by 2029, with company revenue targeted to double to $100M in three years.
Key applications include avionics, automotive battery management, medical devices, casino gaming, industrial controls, and aerospace/defense.
Designed into high-profile projects such as NASA's Mars and Jupiter missions, Lucid and Bugatti vehicles, and BMW racing motorcycles.
Customers include IBM, Siemens, Mitsubishi, Canon, GE Healthcare, Cisco, Honeywell, and Northrop Grumman.
High-volume segments: industrial automation and gaming; high-margin, low-volume: aerospace and defense.
What is the strategy for Genesis market capture?
How does Everspin maintain its MRAM market lead?
What are the key drivers for 3-year revenue doubling?
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Q3 202529 Oct, 2025
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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.
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