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GSI Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Jan, 2026
Executive summary
Q3 fiscal 2026 revenue rose 12% year-over-year to $6.1 million, driven by strong demand for SRAM solutions and new product momentum, with continued strength expected into the first half of calendar 2026.
Cash balance surged to $70.7 million as of December 31, 2025, mainly due to $46.9 million in net proceeds from an October 2025 direct equity offering.
Advanced the APU roadmap post-financing, including IP acquisition, contract engineering hires, and targeting Plato tape-out in early 2027.
Achieved key milestones for Gemini-II, including third-party benchmark validation and government proof-of-concept agreements.
Finalized a partnership with G2 Tech for the Sentinel project, an autonomous perimeter security solution using drones and cameras, backed by over $1 million in U.S. government funding.
Financial highlights
Net revenues for Q3 fiscal 2026 were $6.1 million, up from $5.4 million in Q3 fiscal 2025 but down from $6.4 million in Q2 fiscal 2026.
Gross margin was 52.7%, compared to 54% a year ago and 54.8% in the prior quarter, impacted by product mix.
Operating expenses increased to $10.1 million, with R&D at $7.5 million and SG&A at $2.6 million, driven by higher R&D spending for IP purchases and consulting.
Q3 operating loss was $6.9 million, compared to $4.1 million a year ago and $3.2 million in the prior quarter.
Net loss was $3 million (9 cents per diluted share), compared to $4 million (16 cents) a year ago and $3.2 million (11 cents) in the prior quarter.
Q3 included a non-cash accounting adjustment of $6.2 million for pre-funded warrants and $2.8 million in issuance costs from a recent direct offering.
Outlook and guidance
Q4 fiscal 2026 net revenues expected between $5.7 million and $6.5 million, with gross margin projected at 54%-56%.
Anticipates continued strong sales to chip design and simulation customers in the first half of calendar 2026.
Sentinel project's broader market implications
Plato development's impact on future revenue
Gemini-II POC conversion strategy to design wins
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Next GSI earnings date
Q4 202630 Apr, 2026
GSI
Next GSI earnings date
Q4 202630 Apr, 2026
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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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