The earnings call highlights significant progress in 5G chipset development and strategic partnerships, promising future growth and financial flexibility. However, current financial metrics show a decrease in revenue and gross margin, reflecting transitional challenges.
Company Guidance
In the second quarter of 2025, GCT Semiconductor Holdings, Inc. reported significant strides in their 5G initiatives, marking the period as a pivotal phase in their transition from 4G to 5G technology. The company successfully delivered initial 5G chipset samples to key partners such as Orbic North America and Airspan Networks, with mass production slated for the third quarter and volume production expected in the fourth quarter. Despite a 19% drop in net revenues to $1.2 million, primarily due to a decrease in service revenue, product sales for 4G chipsets rose by $0.4 million. Cost of net revenues increased by 47% to $0.8 million, and gross margin declined to 32% from 63% the previous year. R&D expenses decreased by 16% to $3.5 million, while general and administrative expenses rose by 20% to $3.4 million, driven by increased credit loss estimates. The company ended the quarter with $1.3 million in cash and $11 million raised from a direct offering, positioning them to capitalize on the emerging 5G market opportunities in the latter half of the year.
5G Chipset Milestone Achieved
GCT Semiconductor has delivered initial samples of their 5G chipset to lead customers, with successful testing underway and plans for mass production and commercial launch by the end of 2025.
Strategic Collaborations and Partnerships
GCT announced collaborations with Iridium Communications and G+D to enhance their 5G platform, indicating expansion into nonterrestrial networks and eSIM solutions for IoT applications.
Strong Financial Flexibility
The company raised $11 million in gross proceeds from a registered direct offering, enhancing financial flexibility for future growth, with $114 million remaining available under their shelf registration.
GCT Semiconductor Holding (GCTS) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GCTS Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 12, 2025
$1.33
$1.22
-8.27%
May 14, 2025
$2.20
$1.31
-40.45%
Mar 25, 2025
$2.09
$1.74
-16.75%
Nov 14, 2024
$2.65
$2.31
-12.83%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gct Semiconductor Holding, Inc. Class A (GCTS) report earnings?
Gct Semiconductor Holding, Inc. Class A (GCTS) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).
What is Gct Semiconductor Holding, Inc. Class A (GCTS) earnings time?
Gct Semiconductor Holding, Inc. Class A (GCTS) earnings time is at Nov 13, 2025, After Close (Confirmed).
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