The earnings call highlighted strong revenue growth and profitability improvements, driven by demand for SRAM chips and AI processors. However, supply chain challenges and a decrease in defense and military sales were notable issues. The ongoing net loss is also a concern. Overall, the positive aspects are slightly overshadowed by the challenges and losses.

Company Guidance -

Q2 2026

In the first quarter of fiscal 2026, GSI Technology reported strong financial performance with net revenue reaching $6.3 million, marking a 7% sequential increase and a 35% year-over-year growth. The company's gross margin improved by 200 basis points sequentially and over 1,100 basis points compared to the previous year. Operating expenses were reduced by 15% year-over-year, excluding gains from the sale of headquarters in Q1 2025. The company ended the quarter with a robust cash position of $22.7 million, bolstered by an ATM program that raised $11 million net of fees. Sales to key customers showed mixed results; Cadence Design Systems contributed $1.5 million or 23.9% of net revenues, while sales to KYEC and Nokia were lower compared to the previous year. The company is focusing on expanding its software and application teams to support its Gemini-II product line, which is targeting growth in the satellite and edge computing sectors. For the second quarter, GSI Technology forecasts net revenues between $5.9 million and $6.7 million, with gross margins ranging from 56% to 58%.

Strong Revenue Growth

Net revenue reached $6.3 million, up 7% sequentially and 35% year-over-year, driven by demand for SRAM chips and AI processors.

Improved Profitability

Gross margin increased by 200 basis points sequentially and over 1,100 basis points year-over-year. Operating expenses declined by 15% year-over-year.

Gemini-II Chip Milestone

Completion of the evaluation of the Gemini-II chip, which is now fully functional and ready for production.

Strengthened Cash Position

The company ended the quarter with $22.7 million in cash and cash equivalents, up from $13.4 million in the previous quarter.

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

Daily Earnings Calendar >

GSIT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2026 (Q2)	- / -	-0.214	―	―	―
Jul 31, 2025	2026 (Q1)	- / -0.08	0.042	-295.24% (-0.12)	―
May 01, 2025	2025 (Q4)	- / -0.09	-0.171	49.12% (+0.08)	―
Jan 30, 2025	2025 (Q3)	- / -0.16	-0.261	39.46% (+0.10)	―
Oct 24, 2024	2025 (Q2)	- / -0.21	-0.161	-32.92% (-0.05)	―
Jul 25, 2024	2025 (Q1)	- / 0.04	-0.206	120.39% (+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)	―
Oct 26, 2023	2024 (Q2)	- / -0.16	-0.13	-23.85% (-0.03)	―
Jul 27, 2023	2024 (Q1)	- / -0.21	-0.16	-28.75% (-0.05)	―

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
Jul 31, 2025	$4.35	$3.75	-13.79%
May 01, 2025	$3.14	$3.35	+6.69%
Jan 30, 2025	$2.92	$2.80	-4.11%
Oct 24, 2024	$3.43	$3.39	-1.17%

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 Oct 23, 2025, After Close (Confirmed).

What is Gsi Technology (GSIT) earnings time?

Gsi Technology (GSIT) earnings time is at Oct 23, 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 GSIT EPS forecast?

Currently, no data Available

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