GSI Technology reported first-quarter fiscal 2027 results with net revenues of $6.3 million, a gross margin of 53.4% and a net loss of $4.8 million, or $(0.13) per diluted share. The company ended the quarter with $77.0 million in cash and cash equivalents and working capital of $80.0 million. Management reiterated near-term execution priorities for Gemini-II commercialization, Plato tape-out progress and an AI-assisted SDK release this September.

Financial Highlights

  • Net revenues: $6.3 million for the three months ended June 30, 2026 (flat year-over-year and quarter-over-quarter).
  • Gross profit: $3.369 million; Gross margin: 53.4% for Q1 FY2027 (compared with 58.1% in Q1 FY2026).
  • Operating loss: $(5.4) million for Q1 FY2027.
  • Net loss: $(4.8) million, or $(0.13) per diluted share for Q1 FY2027.
  • Cash and cash equivalents: $77.045 million as of June 30, 2026; working capital: $80.0 million.

Business Highlights

  • Sentinel laboratory testing completed with favorable feedback and delivery of planned technical milestones, advancing Gemini-II commercialization efforts.
  • Smart City Phase I deployment remains on schedule for completion in November 2026.
  • Plato processor development remains on schedule for a March 2027 tape-out to target larger language models at the edge under 10 watts.
  • Initiated work under a U.S. Army Phase II SBIR program and completed radiation testing on a commercial Gemini-II device demonstrating operation under aerospace-representative radiation levels.
  • Customer mix shifts: KYEC represented 16.1% of net revenues; Cadence Designs Systems and Nokia accounted for 7.4% and 4.9% respectively; military/defense sales were 31.3% of first-quarter shipments.

Original SEC Filing:

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