GSI Technology Inc (NAS:GSIT)

Q2 2026 GSI Technology Inc Earnings Call Transcript

Oct 30, 2025 / 08:30 PM GMT

Release Date Price: $11.06 (-4.66%)

Transcript 10-Q8-K

Key Points

Positve

GSI Technology Inc (GSIT) announced a research paper by Cornell University validating the Gemini 1 chip's performance, which consumes 98% less energy compared to Nvidia's solution.
The company successfully closed a $50 million equity financing to accelerate hardware and software development, marking a pivotal period for growth.
Gemini 2 has been approved for prototyping by an offshore defense contractor, showcasing its low power consumption and suitability for compact environments.
The company is actively engaging strategic partners for the Plato program, aiming for a major milestone with the tape-out of the Plato chip in early 2027.
GSI Technology Inc (GSIT) reported revenue growth, with net revenues of $6.4 million for the second quarter of fiscal 2026, driven by strong market momentum for their solutions.

Negative

The company reported a net loss of $3.2 million for the second quarter of fiscal 2026, compared to a net loss of $2.2 million in the previous quarter.
Gross margin decreased to 54.8% in the second quarter of fiscal 2026 from 58.1% in the preceding quarter, primarily due to a change in product mix.
There are no current plans to target the data center market, potentially leaving opportunities untapped in that sector.
The company has not yet engaged with the auto industry for autonomous vehicles, despite recognizing the potential for their technology in that market.
No strategic investors were involved in the recent $50 million placement, and there is no required holding period for the shares, which may affect long-term investor stability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GSIT.OQ - GSI Technology Inc
Q2 2026 GSI Technology Inc Earnings Call
Oct 30, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Welcome to GSI Technologies second quarter fiscal 2026 results conference call. At this time, all participants are in a listen-only mode. Later we will conduct a question-and-answer session. At that time, we will provide instructions for those interested in entering the queue for Q&A.

Before we begin today's call, the company has requested that I read the following safe harbor statement.

The matters discussed in this conference may may include forward-looking statements regarding future events and the future performance of GSI technology that involve risks and uncertainties that could cause actual results to differ materially from those anticipated. These risks and

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