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GSI (GSIT) investor relations material
GSI Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary31 Jul, 2025
Executive summary
Net revenue for Q1 FY26 reached $6.3M, up 34.5%–35% year-over-year, driven by strong demand for SRAM chips in AI processors and higher average selling prices.
Gross margin improved to 58.1%, up 1,100 basis points year-over-year, reflecting favorable product mix and scale benefits.
Net loss was $2.2M or $0.08 per diluted share, compared to net income of $1.1M in the prior year, due to higher operating expenses and absence of a prior year gain.
Cash and equivalents increased to $22.7M at 6/30/25, supported by ATM equity offerings and no debt.
Gemini II chip evaluation completed; silicon is production-ready, targeting edge AI and LLM markets, with key deliveries to defense contractors.
Financial highlights
Q1 FY26 net revenue: $6.3M (vs. $4.7M Q1 FY25, $5.9M prior quarter).
Gross margin: 58.1% (vs. 46.3% Q1 FY25, 56.1% prior quarter).
Operating loss: $2.2M (vs. $4.7M loss Q1 FY25, excluding $5.7M gain; $2.3M loss prior quarter).
Net loss: $2.2M or $0.08 per share (vs. $1.1M net income Q1 FY25, $2.2M loss prior quarter).
Cash and equivalents: $22.7M at 6/30/25 (vs. $13.4M at 3/31/25); working capital $25.7M.
Outlook and guidance
Q2 FY26 net revenue expected between $5.9M and $6.7M; gross margin projected at 56%–58%.
Management expects continued negative impacts from inflation, tariffs, higher interest rates, and geopolitical tensions through FY26.
Focus remains on accelerating Gemini II launch, advancing next-gen APU development, and maintaining sufficient liquidity for at least 12 months.
Gemini-II broader market penetration strategy?
SRAM supply chain long-term mitigation plan?
What strategic options for APU funding?
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Frequently asked questions
GSI Technology, Inc. designs, develops, and markets semiconductor memory solutions to networking, industrial, medical, aerospace, and military customers worldwide. The company offers general purpose static random access memory products that consist of pseudo static RAM products; 16 x 1, 16 x 2 asynchronous SRAMs; and synchronous SRAMs with features ranging from zero wait states to pipelined and flow-through architectures. GSI Technology, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.
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