Logotype for GSI Technology Inc

GSI (GSIT) investor relations material

GSI Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for GSI Technology Inc
Q2 2026 earnings summary30 Oct, 2025

Executive summary

  • Cornell University published a paper validating Gemini-I chips' AI performance and energy efficiency, boosting credibility and market interest.

  • Secured $50 million in equity financing post-quarter to accelerate Gemini-II and Plato development.

  • Revenue grew 3% sequentially and 42% year-over-year, driven by strong demand for SRAM solutions.

  • Focused on edge and defense applications, with ongoing POC and SBIR projects targeting drones, military vehicles, and satellites.

  • Cash balance increased to $25.3 million at quarter-end, up from $13.4 million at the end of Q4 FY2025.

Financial highlights

  • Q2 FY26 net revenues were $6.44 million, up from $4.55 million in Q2 FY25 and $6.28 million in Q1 FY26.

  • Gross margin was 54.8%, up from 38.6% a year ago but down from 58.1% in the prior quarter.

  • Operating loss was $3.2 million, improved from $5.6 million in Q2 FY25 but higher than $2.2 million in Q1 FY26.

  • 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.

  • Working capital at $26.8 million and stockholders' equity at $38.6 million as of September 30, 2025.

Outlook and guidance

  • Q3 FY26 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.

  • Benchmark results for multi-modal LLM targeting edge applications expected by December 31, 2025.

  • Anticipates pilot Gemini-II shipments in H1 2026 and potential for substantial revenues in H2 2026.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next GSI earnings date

Logotype for GSI Technology Inc
Q3 202629 Jan, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next GSI earnings date

Logotype for GSI Technology Inc
Q3 202629 Jan, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage