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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Vicor
Vicor (VICR) investor relations material
Vicor 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary16 Jan, 2026
Key business developments and licensing strategy
Achieved major licensing milestones in 2025, including agreements with a hyperscaler and an OEM, and a $45M settlement.
Initiated a second ITC case in early 2026, with additional district court filings in Texas, focusing on NBM technology.
Customs has enforced exclusion orders against infringing imports, with attempted workarounds still deemed infringing.
Licensing business is synergistic with the module business, driving increased product demand and fab utilization.
Confident in doubling licensing and royalty business over the next few years, with VPD technology expected to further boost growth.
Technology and product innovation
2nd-gen Vertical Power Delivery (VPD) technology addresses high current density needs for advanced AI processors, overcoming prior thermal and mechanical challenges.
Gen 5 VPD solution met lead customer specs, with production launch on track for Q1 2026 and broader market rollout expected in 2027.
Demonstration systems for 2nd-gen VPD are being showcased to customers, with further design wins anticipated later in 2026.
800-volt high-density modular solutions are in development, with a 10 kW module nearing completion and mid-year release.
Proprietary technology enables use of silicon FETs for high-frequency switching, offering advantages over wide-bandgap semiconductors.
Market opportunities and outlook
Automotive market engagement is expanding, with two OEMs in production and broader revenue impact expected by 2029–2030.
Industrial and aerospace/defense markets are growing, with new chipset launches and design wins supporting a doubling of business in five to seven years.
Book-to-bill ratio is now well above one, indicating strong demand.
Standard product margins are high and expected to rise further as fab utilization increases, with licensing set to lift gross margins to 65–70%.
VPD patent enforcement strategy?
Gen 5 VPD unique market position?
Second fab strategy and funding approach?
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Next Vicor earnings date
Q4 202525 Feb, 2026
Vicor
Next Vicor earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Vicor Corporation designs, develops, manufactures and markets modular power components and power systems for converting electrical power. The Company's products are used to extend the coverage of existing power grids to support load growth as well as to improve existing power grid performance. Vicor Corporation was incorporated in 1981 and is headquartered in Andover, Massachusetts.
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