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May 30
Aehr Q4 2025 Earnings Report
Aehr reported a net loss in Q4 amid revenue decline and strategic investments in new markets.
Key Takeaways
Aehr Test Systems posted a Q4 net loss due to lower revenue and increased operating expenses, while making progress in diversifying its customer base and entering high-growth segments like AI processors and GaN devices.
Revenue declined to $14.1M from $16.6M YoY, contributing to a net loss.
Entered the AI processor market with new wafer-level burn-in systems.
Secured a major hyperscaler customer for packaged part burn-in systems.
Expanded market reach to GaN power semiconductors and silicon photonics.
Aehr
Aehr
Forward Guidance
Aehr expects growth across all segments in fiscal 2026, except for silicon carbide which may be back-half loaded.
Positive Outlook
- Strong demand anticipated in AI processor testing solutions.
- Ongoing evaluations with multiple AI companies underway.
- Expected growth in gallium nitride and silicon photonics markets.
- New system upgrades and orders expected from data storage sector.
- Increased R&D investments to support long-term growth.
Challenges Ahead
- Continued timing delays in order placements due to tariff uncertainty.
- No reinstated specific guidance due to market uncertainties.
- Silicon carbide segment growth may be deferred to fiscal 2027.
- Q1 may be impacted by slow order timing.
- Cash used in operations during FY25 totaled $7.4M.