The earnings call presented a mixed sentiment. While the company is making significant strides with its 5G chipset launch and strategic partnerships, the financial results show a significant decline in revenues and gross margins due to the transitional phase from 4G to 5G. The company is optimistic about future growth and financial flexibility, but the current financial metrics reflect challenges during this transition.

Company Guidance -

Q2 2025

During the GCT Semiconductor Holding, Inc.'s First Quarter 2025 Financial Results Call, the company provided significant guidance and updates on its 5G initiatives. The company's CEO, John Schlaefer, announced the commencement of 5G chipset customer sampling, which is expected to lead to volume shipments in Q3 2025 and beyond. CFO Edmond Cheng highlighted that the average selling price of the 5G chipsets is projected to be approximately four times higher than current 4G offerings. Despite a current decline in net revenues by 85%, from $3.3 million in Q1 2024 to $0.5 million in Q1 2025, the transition to 5G is anticipated to positively impact future financial results. The company also reported a decrease in R&D expenses by 26% and an increase in sales and marketing expenses by 12%. GCT closed the quarter with cash and cash equivalents of $1 million and a recently filed shelf registration offering up to $200 million, providing financial flexibility for future growth. Overall, GCT is focused on driving sales for its 5G chipsets, with new partnerships and a strategic emphasis on capturing the expanding 5G market.

5G Chipset Launch and Milestones

GCT Semiconductor has successfully launched its 5G chipset as part of the 2025GCT-Year of 5G program, marking a significant milestone with customer sampling beginning in May and volume shipments expected in Q3 2025.

Strategic Partnerships

GCT announced a letter of intent with Orbic North America to develop and supply a Verizon-certified 5G module, indicating strong partnerships with major players like Globalstar, Samsung, and Kyocera.

Increased Market Opportunities

The average selling price for the 5G chipset is anticipated to be four times higher than current 4G offerings, with expectations of higher global market demand and prices for the 5G chip market.

Financial Flexibility

GCT has filed a shelf registration to provide up to $200 million in capacity, including a $75 million at-the-market facility, enhancing financial flexibility and funding options.

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

Daily Earnings Calendar >

GCTS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2025 (Q2)	-0.14 / -	-0.02	―	―	―
May 14, 2025	2025 (Q1)	-0.10 / -0.15	0.03	-600.00% (-0.18)	―
Mar 25, 2025	2024 (Q4)	-0.15 / -0.12	-0.116	-3.45% (>-0.01)	―
Nov 14, 2024	2024 (Q3)	-0.16 / -0.16	-0.087	-83.91% (-0.07)	―
Aug 14, 2024	2024 (Q2)	-0.02 / -0.02	-0.001	-1900.00% (-0.02)	―
May 14, 2024	2024 (Q1)	- / 0.03	0.044	-31.82% (-0.01)	―	―

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
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%
Aug 14, 2024	$3.60	$3.79	+5.28%

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 Aug 12, 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 Aug 12, 2025, 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 GCTS EPS forecast?

GCTS EPS forecast for the fiscal quarter 2025 (Q2) is -0.14.

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