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GSI (GSIT) investor relations material
GSI Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Jan, 2026
Executive summary
Q3 fiscal 2026 revenue increased 12.2% year-over-year to $6.1 million, with nine-month revenue up 28.5% to $18.8 million, driven by higher average selling prices, unit volumes, and strong demand for SRAM and new products.
Net loss for the quarter was $3.0 million ($0.09 per share), improved from $4.0 million ($0.16 per share) a year ago, with operating loss at $6.9 million due to increased R&D investment, especially for associative computing and the Plato project.
Cash and cash equivalents surged to $70.7 million as of December 31, 2025, mainly from a $46.9 million registered direct offering and additional equity raises, with no debt outstanding.
Achieved milestones for Gemini-II, including third-party benchmark validation, a three-second TTFT, and government proof-of-concept agreements.
Finalized partnership with G2 Tech for the Sentinel project, securing over $1 million in government funding.
Financial highlights
Net revenues for Q3 fiscal 2026 were $6.1 million, up from $5.4 million in Q3 fiscal 2025, but down from $6.4 million in Q2 fiscal 2026.
Gross margin was 52.7% for the quarter, compared to 54% a year ago and 54.8% in the prior quarter, with margin improvement for the nine months attributed to product mix and reduced severance costs.
Operating expenses rose to $10.1 million, with R&D at $7.5 million and SG&A at $2.6 million, mainly due to IP purchases and consulting.
Net loss was $3.0 million (9 cents per diluted share), compared to $4.0 million (16 cents) a year ago and $3.2 million (11 cents) in the prior quarter.
Q3 included a non-cash accounting adjustment of $6.2 million for pre-funded warrants and $2.8 million in issuance costs from a recent offering.
Outlook and guidance
Q4 fiscal 2026 net revenues expected between $5.7 million and $6.5 million, with gross margin projected at 54%–56%.
Management expects continued negative impact from inflation, tariffs, trade barriers, and geopolitical tensions through fiscal 2026 and into 2027.
The company believes its cash position is sufficient for at least the next 12 months, but future capital needs depend on revenue growth, cost trends, and product development.
Continued focus on government and strategic partner funding to support R&D and commercialization.
Sentinel project's broader market implications
Plato development's impact on future revenue
Gemini-II POC conversion strategy to design wins
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Next GSI earnings date
Q4 202630 Apr, 2026
GSI
Next GSI earnings date
Q4 202630 Apr, 2026
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Frequently asked questions
GSI Technology, Inc. designs, develops, and markets semiconductor memory solutions to networking, industrial, medical, aerospace, and military customers worldwide. The company offers general purpose static random access memory products that consist of pseudo static RAM products; 16 x 1, 16 x 2 asynchronous SRAMs; and synchronous SRAMs with features ranging from zero wait states to pipelined and flow-through architectures. GSI Technology, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.
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