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May 30, 2025
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.
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.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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