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Dec 28, 2025
Quicklogic Q4 2025 Earnings Report
Quicklogic Q4 2025 Earnings Report
Key Takeaways
QuickLogic reported a challenging fourth quarter with a 34.2% year-over-year revenue decline and a significant drop in gross margins, though it saw strong sequential growth of 84% compared to Q3 2025. The company is pivoting towards growth in 2026 backed by a major $89 million U.S. government contract ceiling and new eFPGA design wins.
Total revenue decreased 34.2% year-over-year to $3.7 million, primarily due to lower new product revenue.
GAAP gross margin fell sharply to 18.1% from 62.7% in the prior year's quarter.
The U.S. Strategic Radiation Hardened (SRH) FPGA program contract ceiling was expanded to approximately $89 million.
The company reported a GAAP net loss of $6.0 million, or $0.35 per share, which includes losses from discontinued operations.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management believes the company is on sound footing for significant revenue growth beginning in 2026, driven by government contracts and architectural enhancements.
Positive Outlook
- Expanded U.S. SRH FPGA government program with $89 million ceiling
- Recent $13 million contract tranche award
- Multiple new commercial eFPGA Hard IP design wins
- Entry into hardware cybersecurity market via Idaho Scientific partnership
- Architectural enhancements enabling address of high-density FPGA markets
Challenges Ahead
- Significant year-over-year revenue decline in Q4
- Substantial compression in gross margins
- Increased GAAP operating expenses compared to prior year
- Ongoing net losses from discontinued operations
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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