GSI Technology (GSIT)
NASDAQ:GSIT
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.08Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q4 2026
Earnings Call Date:May 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and financial trajectory: meaningful revenue growth (+22.4% YoY) and margin expansion, a strengthened cash position with no debt, technical validation and program wins for Gemini II (defense POC, U.S. Army SBIR progression, smart city Phase One), and PLATO remaining on-track. Offsetting these positives are materially higher operating expenses and a widening operating loss driven by R&D, continued cash burn during the development phase, early-stage commercialization with limited design wins to date, and some quarterly revenue variability. On balance, the highlights (revenue/margin improvement, strong cash runway, program validation and government engagement) outweigh the lowlights tied to development-stage spending and commercialization risk.Company Guidance
Fiscal 2026 Revenue Growth
Total revenue for fiscal 2026 increased 22.4% year-over-year to $25.1 million, driven by strength in the SRAM business supporting AI chip design and simulation customers.
SRAM Business Strength and Margin Expansion
SRAM revenue grew ~22% year-over-year and helped lift full-year gross margin to roughly 54.5%–55% (up from ~49% the prior year), demonstrating improved product mix and higher-margin sales.
Strong Cash Position and No Debt
Ended the quarter with $67.2 million in cash and no debt (a substantial increase from $13.4 million the prior year), driven in part by $46.9 million net proceeds from an October 2025 registered direct offering, improving runway for APU investment.
Gemini II Technical Validation & Early Wins
Gemini II achieved notable technical validation in a Sentinel drone surveillance POC — delivering a time-to-first-token of roughly three seconds at ~30W system power on Gemma 312B multimodal workloads — contributing to contract award wins and a planned June demonstration for the DoD and an international defense agency.
Defense and Smart City Program Progress
Awarded U.S. Army SBIR progressing from Phase One to Phase Two (pathway to ruggedized Gemini II node) and won Phase One of a smart city project leveraging drone-surveillance work; defense-related sales increased to ~46% of shipments in the quarter.
Non-Dilutive Funding & Strategic Decision
Company completed strategic review deciding to remain standalone; strengthened balance sheet plus non-dilutive R&D funding (SBIR/POC funds) support continued APU development and reduce reliance on equity dilution.
PLATO Program On-Track
PLATO chip design (tape-out target aligned with calendar/Q1 2027) remains on schedule; management expects first wafers in summer 2027 and is leveraging Gemini II software work to accelerate PLATO software alignment.
Q1 FY2027 Guidance
Provided near-term guidance: expected net revenues $5.9M–$6.7M and gross margin approximately 54%–56% for Q1 FY2027, indicating management confidence in near-term revenue stability.
GSIT Earnings History
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
GSIT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $8.14 | ― | ― |
Jan 29, 2026 | $7.54 | $7.21 | -4.31% |
Oct 30, 2025 | $11.06 | $9.09 | -17.81% |
Jul 31, 2025 | $4.35 | $3.75 | -13.79% |
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 GSI Technology (GSIT) report earnings?
GSI Technology (GSIT) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is GSI Technology (GSIT) earnings time?
GSI Technology (GSIT) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is GSIT EPS forecast?
Currently, no data Available