Q3 2025 Quicklogic Corp Earnings Call Transcript

Nov 11, 2025 / 10:30 PM GMT

Release Date Price: $7.17 (-0.83%)

Transcript 10-Q8-K

Key Points

Positve

QuickLogic Corp (QUIK) has made significant progress in expanding its market reach, particularly in the defense sector with its Radhart FPGA and EFPGA hard IP designs.
The company expects to begin recognizing storefront revenue in early 2026, which is anticipated to contribute meaningfully to total 2026 revenue.
Interest from large defense industrial base entities in QuickLogic's SRH test chip is higher than anticipated, indicating strong market demand.
QuickLogic has secured new contracts and engagements for larger blocks of EFPGA on advanced fabrication processes, expanding its served available market.
The company is optimistic about its POC initiative leading to storefront revenue in 2026, indicating potential growth in new market sectors.

Negative

QuickLogic Corp (QUIK) reported a significant decline in total revenue for Q3 2025, down 52.5% from Q3 2024 and 45% from Q2 2025.
Non-GAAP gross margin in Q3 was a negative 11.9%, a substantial drop from 65.3% in Q3 2024, primarily due to unfavorable absorption of fixed costs.
The company faces potential delays in revenue recognition due to timing issues with contract awards, which could impact Q4 2025 revenue.
There has been a delay in funding for a mid seven-figure contract, pushing it into 2026, affecting the company's revenue expectations for 2025.
QuickLogic's reliance on large IP contract values means that any delays in contract awards can significantly impact revenue percentages.

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

QUIK.OQ - QuickLogic Corp
Q3 2025 Quicklogic Corp Earnings Call
Nov 11, 2025 / 10:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good afternoon.

At this time, I would like to welcome everyone to the Quick Logic Corporation's 3rd quarter fiscal 2025 earnings results conference call. As a reminder, today's call is being recorded for replay purposes through November 18, 2025.

I would now like to turn the conference over to Ms. Alison Ziegler of Darrow Associates. Ms. Ziegler, please go ahead.

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Unidentified_2 [2]
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Thank you, Vonn, and thanks to all of you for joining us. Our speakers today are Brian Faith, President and Chief Executive Officer, and Elias

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