股价表现 - QuickLogic股价在上一交易日上涨5.9%至6.32美元 成交量显著高于平均水平 [1] - 过去四周该股累计涨幅达15.7% [1] - 同行业公司GCT Semiconductor Holding股价下跌4.1%至1.42美元 但过去一个月累计上涨39.6% [4] 业务优势 - 公司作为首个提供英特尔18A技术eFPGA硬IP的供应商 在国防和商业市场推动增长 [1] 财务预期 - 预计季度每股亏损0.07美元 同比恶化40% [2] - 预计季度营收400万美元 同比下降3.2% [2] - 过去30天共识EPS预期未发生变动 [4] 行业对比 - GCT Semiconductor Holding预计季度每股亏损0.14美元 同比恶化600% 过去一个月共识EPS预期未变 [5] - 两家公司分别获得Zacks评级3(持有)和4(卖出) [4][5] 市场观察 - 盈利预期修正趋势与短期股价走势存在强相关性 [3] - 缺乏盈利预期修正趋势时 股价通常难以持续上涨 [4]

5G技术里程碑 - Gogo与GCT Semiconductor合作成功完成首次端到端5G通话 验证了下一代5G芯片功能完整性 技术已进入最终集成阶段[1] - 5G芯片由GCT Semiconductor于2025年5月交付给合作伙伴Airspan 该微型芯片尺寸小于拇指甲 已完成软硬件集成[2] - 实验室环境下的成功连接标志着技术即将进入集成测试和性能优化新阶段[2] 5G ATG系统进展 - 最终测试完成后 5G解决方案将交付MRO网络安装 专为商务航空设计的系统可提供多设备高速宽带 支持高清视频会议和流媒体[3] - 公司已获得FAA批准生产AVANCE LX5可更换单元 其小型化单箱设计简化安装流程[4] - 已建成覆盖美加部分地区的170座5G基站 数据中心部署新5G核心网 并开发专用5G飞机天线[4] 商业化准备 - 超过300架飞机已完成5G预配置 美国本土安装周期约两周 配备AVANCE LX5的飞机可缩短安装时间[5] - 北美基站网络和天线已就绪 AVANCE LX5单元将实现全境覆盖 计划2025年底前向客户提供5G服务[5] - CEO强调这是商务航空连接领域的决定性时刻 升级后的体验将显著提升客户满意度[5] 公司技术定位 - 作为唯一多轨道多频段航空互联提供商 公司产品线覆盖从小型到大型军用/政府飞机的全机型解决方案[6] - 独特整合地空技术与高速卫星网络 通过软硬件套件提供全球端到端连接 配备全年无休客服支持[7] - 持续在可靠性 安全性和创新方面设立行业新标准 重塑航空互联未来[7]

GCT Semiconductor Holding, Inc. (GCTS) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -50%. A quarter ago, it was expected that this company would post a loss of $0.15 per share when it actually produced a loss of $0.11, delivering a surprise of 26.67%.Over the last four quarters, the compan ...

GCT Semiconductor Holding (GCTS) Q1 2025 Earnings Call May 14, 2025 04:30 PM ET Company Participants John Schlaefer - Director & CEOEdmond Cheng - CFOCraig Ellis - Director of Research Operator Good afternoon. Thank you for attending GCT Semiconductor Holdings Inc. First Quarter twenty twenty five Financial Results Call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. Joining the call today are John Schlafer, GCT's Chief Executive ...

GCT Semiconductor Holding (GCTS) Q1 2025 Earnings Call May 14, 2025 04:30 PM ET Speaker0 Good afternoon. Thank you for attending GCT Semiconductor Holdings Inc. First Quarter twenty twenty five Financial Results Call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. Joining the call today are John Schlafer, GCT's Chief Executive Officer and Edmund Chang, CFO, to discuss the first quarter twenty twenty five results. During this call ...

GCT Semiconductor Holding, Inc. Provides Business Update and Reports First Quarter 2025 Financial Results 5G chipset sampling to customers scheduled to begin at the end of May, following completion of fab, wafer processing and delivery of finalized 5G chipsets to GCT facility SAN JOSE, CA – May 14, 2025 – GCT Semiconductor Holding, Inc. ("GCT" or the "Company") (NYSE: GCTS), a leading designer and supplier of advanced 5G and 4G semiconductor solutions, today provided an update on business developments and r ...

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) Registrant's telephone number, including area code: (408) 434‑6040 Not Applicable Securities registered pursuant to ...

财务表现 - 公司第三季度非GAAP每股亏损72美分 超出Zacks共识预期12.2% 上年同期亏损62美分 [1] - 营收1.854亿美元同比下降7.6% 略低于共识预期0.48% Mohawk Valley Fab贡献7800万美元收入 [1] - 电力产品收入占比58%达1.075亿美元同比增长5.3% 材料产品收入占比42%为7790万美元同比下降21% [2] 运营数据 - 非GAAP毛利率2.2%较上年同期14.9%大幅下降 产能闲置成本2630万美元拖累毛利率 [3] - 销售及行政费用4110万美元(占营收22.2%)同比下降26.3% 研发费用4220万美元(占营收22.8%)同比下降19.6% [3][4] - 重组费用5700万美元 非GAAP运营亏损1.108亿美元较上年同期7770万美元扩大 [4] 资产负债表与现金流 - 截至2025年3月30日现金及短期投资13亿美元 长期债务34.7亿美元 [5] - 自由现金流净流出1.68亿美元 其中经营现金流净流出1.42亿美元 资本支出净额2600万美元 [5] 业绩指引 - 2025财年营收指引7.56亿美元(电力产品4.1亿/材料产品3.45亿) 非GAAP毛利率预期2.1% [6] - 2026财年营收预期8.5亿美元 [6] 行业比较 - 同行业表现较好个股包括Chegg(CHGG)、GCT半导体(GCTS)、Magnachip半导体(MX) 均获Zacks买入评级 [7] - Chegg股价年内下跌55.1% GCT半导体跌36.1% Magnachip半导体跌18.4% [8][9]

HAUPPAUGE, N.Y. and SAN JOSE, Calif., April 16, 2025 /PRNewswire/ -- Orbic North America, LLC ("Orbic"), an international leader in mobile technology innovation, and GCT Semiconductor Holding, Inc. ("GCT") (NYSE: GCTS), a leading designer and supplier of advanced 5G and 4G semiconductor solutions, today announced the signing of a letter of intent (LOI) for a partnership to jointly develop and supply an Orbic- branded mobile hotspot and FWA gateway utilizing a Verizon-certified 5G module based on GCT's new 5 ...

GCT Semiconductor Holding (GCTS) Q4 2024 Earnings Call March 25, 2025 10:37 PM ET Company Participants John Schlaefer - Director & CEOEdmond Cheng - CFOCraig Ellis - Director of Research Operator Good afternoon. Thank you for attending GCT Semiconductor Holdings Inc. Fourth Quarter and Full Year twenty twenty four Financial Results Call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. Joining the call today are John Schlaefer, GCT ...