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Dec 31, 2025
Gsi Technology Q3 2026 Earnings Report
GSI Technology reported financial results for its third fiscal quarter ended December 31, 2025, with revenue increasing 12% year-over-year, fueled by strong market momentum for leading SRAM solutions.
Key Takeaways
GSI Technology reported a 12% year-over-year increase in revenue to $6.1 million for the third fiscal quarter of 2026, driven by strong SRAM solutions demand. The company achieved key commercialization and validation milestones for Gemini-II, raised equity financing, and ended the quarter with a cash balance of $70.7 million.
Revenue increased 12% year-over-year to $6.1 million, primarily due to strong market momentum for SRAM solutions.
The quarter-end cash balance significantly increased to $70.7 million, up from $13.4 million at the end of Q4 FY2025, including $46.9 million from a Registered Direct Offering.
GSI Technology announced a proof-of-concept (POC) with G2 Tech and two government agencies, with approximately $1 million in government funding expected.
Third-party benchmarks showed Gemini-II achieving ~3 seconds time-to-first-token (TTFT) at ~30 watts system power for multimodal edge inference workloads, outperforming GPU-based systems.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
GSI Technology expects net revenues for the upcoming fiscal fourth quarter to be in the range of $5.7 million to $6.5 million, with a gross margin of approximately 54% to 56%.
Positive Outlook
- Sustained demand for SRAM solutions is expected, particularly from chip design and simulation systems customers in the first half of calendar year 2026.
- The company is pursuing initial design wins for Gemini-II in defense-oriented programs like drones and unmanned systems.
- GSI Technology is also targeting select commercial edge deployments for Gemini-II.
- The recent third-party validation and low-power, low-latency characteristics of the APU architecture are expected to drive future opportunities.
- The company is moving into the next phase of its APU roadmap, building on recent milestones.
Challenges Ahead
- The guidance for net revenues in the upcoming fiscal fourth quarter shows a potential slight decrease compared to the current quarter's $6.1 million.
- Gross margin guidance of 54% to 56% for the next quarter is consistent with the current quarter, indicating no significant improvement.
Revenue & Expenses
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