The earnings call presented a strong start to fiscal 2026 with significant revenue and margin growth, successful product development, and improved cash position. However, supply chain disruptions and a decline in sales to key customers present challenges, alongside ongoing operating losses.

Company Guidance

In the first quarter of fiscal 2026, GSI Technology reported significant financial growth, achieving net revenue of $6.3 million, marking a 7% sequential increase and a 35% rise year-over-year. The company improved its gross margin by 200 basis points sequentially and over 1,100 basis points compared to the previous year. Operating expenses saw a reduction of 15% year-over-year, excluding a one-time gain from the sale of its headquarters in Q1 2025. GSI Technology ended the quarter with a strengthened cash position of $22.7 million, an increase from $13.4 million at the end of March 2025, bolstered by $11 million raised through the ATM. The company anticipates second-quarter net revenues to range between $5.9 million and $6.7 million, with gross margins between 56% and 58%. Despite supply chain challenges affecting SRAM sales, particularly with KYEC, GSI Technology has maintained stable order volumes and is focused on advancing its Gemini-II product for high-growth opportunities in the satellite and edge computing markets.

Strong Start to Fiscal 2026

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

Improved Profitability

Gross margin increased by 200 basis points sequentially and over 1,100 basis points compared to the prior year.

Cost Control Achievements

Operating expenses declined by 15% year-over-year, excluding the gain from the sale of headquarters.

Successful Chip Development

Evaluation of the Gemini-II chip's second spin completed; silicon is fully functional and ready for production.

Increased Cash Position

Cash and cash equivalents increased to $22.7 million from $13.4 million at the end of the previous fiscal year.

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?

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What is GSIT EPS forecast?

Currently, no data Available

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