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GSI (GSIT) investor relations material
GSI Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Oct, 2025
Executive summary
Net revenues increased 41.6% year-over-year to $6.4 million for the quarter, driven by higher average selling prices, unit shipments, and strong demand for SRAM solutions, with significant customer mix shifts.
Gross profit more than doubled year-over-year, with gross margin rising to 54.8% for the quarter, reflecting favorable product mix and higher shipment levels.
Net loss narrowed to $3.2 million for the quarter (down from $5.5 million YoY), but increased from $2.2 million in the prior quarter, reflecting improved revenues but ongoing investment in new product development.
Closed a $50 million registered direct equity offering post-quarter, supporting accelerated Gemini-II and Plato chip development.
Cash and cash equivalents rose to $25.3 million at September 30, 2025, up from $13.4 million at the end of Q4 FY2025, further bolstered by $14.3 million At-the-Market and $50 million direct equity offerings.
Financial highlights
Q2 FY2026 net revenues were $6.44 million, up from $4.55 million in Q2 FY2025 and $6.28 million in Q1 FY2026.
Gross margin was 54.8% for the quarter, up from 38.6% a year ago and 58.1% in the prior quarter.
Operating loss was $3.2 million, improved from $5.6 million year-over-year but higher than $2.2 million in the prior quarter.
Net loss was $3.2 million ($0.11 per diluted share), compared to $5.5 million ($0.21) in Q2 FY25 and $2.2 million ($0.08) in Q1 FY26.
Cash and cash equivalents were $25.3 million at September 30, 2025, with an additional $47 million raised post-quarter.
Outlook and guidance
Q3 FY2026 net revenues expected between $6.0 million and $6.8 million, with gross margin of 54% to 56%.
Focus remains on bringing Gemini-II to market, advancing Plato, and expanding commercial relationships.
Anticipates pilot Gemini-II shipments in H1 2026 and potential for substantial revenues in H2 2026.
Benchmark results for multi-modal LLM targeting edge applications expected by December 31, 2025.
Management expects continued revenue volatility due to customer concentration and macroeconomic headwinds, including inflation, tariffs, and geopolitical tensions.
Plan for Gemini-II third-party validation
Plato strategic partner engagement status
Gemini-II POC conversion to revenue outlook
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Q3 202629 Jan, 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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