tiprankstipranks
Trending News
More News >
GSI Technology (GSIT)
NASDAQ:GSIT
US Market

GSI Technology (GSIT) Earnings Dates, Call Summary & Reports

Compare
539 Followers

Earnings Data

Report Date
Apr 30, 2026
After Close (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
Last Year’s EPS
-0.09
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Jan 29, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mix of encouraging strategic and technological progress (revenue growth YoY, strong balance sheet from financing, a promising Gemini II TTFT benchmark, a government-backed POC with >$1M in funding, and early customer gains such as Nokia) alongside meaningful near-term financial and execution challenges (sharp rise in R&D and operating expenses, wider operating loss, gross margin compression, elevated cash burn from operations, and variability in customer revenues such as a notable Cadence decline). The company appears to be investing heavily in product development and pursuing government-funded proof-of-concept opportunities while relying on financing to support operations; positives around product performance and cash resources are balanced by execution and profitability risks.
Company Guidance
Guidance for fiscal Q4 2026 calls for net revenues of $5.7 million to $6.5 million with a gross margin of approximately 54%–56%. For context, management reported Q3 FY2026 net revenues of $6.1 million (up 12% year‑over‑year and up 28.5% fiscal year‑to‑date), a Q3 gross margin of 52.7% (vs. 54.0% a year ago), operating expenses of $10.1 million (R&D $7.5M, SG&A $2.6M), an operating loss of $6.9M, and a net loss of $3.0M or $0.09 per diluted share; cash and cash equivalents were $70.7M as of December 31, 2025 (beginning cash Sept. 30 $25.3M), working capital $71.7M, and stockholders’ equity $83.6M. Additional operational metrics highlighted include expected >$1M in government funding for the Sentinel POC (to offset R&D), Gemini II preliminary TTFT of three seconds at ~30 watts (up to 3x faster than a competitor), and plans to begin PLATO hardware development toward operations in early 2027.
Revenue Growth Year-over-Year and Fiscal YTD
Net revenues of $6.1 million in Q3 FY2026, a 12% increase year-over-year (from $5.4M) and a 28.5% increase on a fiscal year-to-date basis.
Gemini II Benchmark and Edge AI Advantage
Preliminary TTFT benchmark: three-second time to first token for a multimodal (text + video) workload at ~30 watts system power; up to 3x faster first-token performance and lower power versus a competitive platform, supporting low-power, low-latency edge AI use cases.
Strategic Partnership and Non-Dilutive Government Funding
Signed agreement with G2 Tech for Sentinel POC (autonomous perimeter security). Expecting >$1 million in government funding to be recorded as an offset to R&D expenses for the project, and potential pathway to design wins if the government evaluation succeeds.
PLATO Hardware Development and IP Investment
Purchased required IP and commenced PLATO hardware development; added contract engineers to support hardware design with target operations in early 2027, demonstrating clear R&D progress and roadmap commitment.
Improved Cash and Balance Sheet Position
Cash and cash equivalents increased to $70.7 million as of December 31, 2025 (from $25.3M on Sept 30, 2025 and $13.4M as of March 31, 2025), primarily driven by $46.9M net proceeds from an October 2025 registered direct offering; working capital $71.7M and stockholders' equity $83.6M.
Customer Mix Wins — Notable Nokia Increase
Sales to Nokia rose to $675,000 (11.1% of net revenues) from $239,000 (4.4% of net revenues) a year ago, indicating growing traction with this customer (+~182% YoY in dollar terms).
Guidance for Q4 FY2026
Company provided Q4 guidance of net revenues between $5.7M and $6.5M and gross margin expected approximately 54%–56%, indicating modest near-term visibility.

GSI Technology (GSIT) 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

GSIT Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 30, 2026
2026 (Q4)
- / -
-0.087
Jan 29, 2026
2026 (Q3)
- / -0.09
-0.15844.30% (+0.07)
Oct 30, 2025
2026 (Q2)
- / -0.11
-0.21449.53% (+0.11)
Jul 31, 2025
2026 (Q1)
- / -0.08
0.042-295.24% (-0.12)
May 01, 2025
2025 (Q4)
- / -0.09
-0.17149.12% (+0.08)
Jan 30, 2025
2025 (Q3)
- / -0.16
-0.26139.46% (+0.10)
Oct 24, 2024
2025 (Q2)
- / -0.21
-0.161-32.92% (-0.05)
Jul 25, 2024
2025 (Q1)
- / 0.04
-0.206120.39% (+0.25)
May 02, 2024
2024 (Q4)
- / -0.17
-0.16-6.88% (-0.01)
Jan 25, 2024
2024 (Q3)
- / -0.26
-0.2-30.50% (-0.06)
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
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%
May 01, 2025
$3.14$3.35+6.69%
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 Apr 30, 2026, After Close (Confirmed).
    What is GSI Technology (GSIT) earnings time?
    GSI Technology (GSIT) earnings time is at Apr 30, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is GSIT EPS forecast?
          Currently, no data Available