NASDAQ$QUIK

Quicklogic Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

QuickLogic reported its fiscal fourth quarter and full year 2024 financial results, showing a decrease in total revenue compared to the previous year's fourth quarter but an increase compared to the third quarter of 2024.

QuickLogic's total revenue for the fourth quarter of fiscal 2024 was $5.7 million, a decrease of 23.7% compared to the fourth quarter of 2023, but an increase of 33.5% compared to the third quarter of 2024. The company reported a GAAP net loss of ($0.3 million) and a non-GAAP net income of $0.6 million for the quarter.

  • Total revenue for Q4 2024 was $5.7 million, a 23.7% decrease year-over-year but a 33.5% increase quarter-over-quarter.
  • New product revenue was $4.7 million, down 31.8% from Q4 2023 but up 31.7% from Q3 2024.
  • GAAP net loss for Q4 2024 was ($0.3 million), or ($0.02) per share, compared to net income of $2.0 million in Q4 2023.
  • Non-GAAP net income for Q4 2024 was $0.6 million, or $0.04 per share, compared to net income of $2.6 million in Q4 2023.

Headline financials

Total Revenue

$5.71M

Previous: $7.48M-23.7%
EPS (adj)

$0.04

Previous: $0.18-77.8%
GAAP Gross Margin

62.7%

Previous: 77.1%-18.7%
Non-GAAP Gross Margin

65.8%

Previous: 78.3%-16.0%
Net Income

-$305K

Previous: $2M-115.3%
Operating Income

-$226K

Previous: $2M-111.3%
Gross Profit

$3.41M

Previous: $5.77M-40.8%

Revenue & EPS history

Quicklogic · Revenue · Quarterly

$5.71M

Q4 2024-23.7%vs Q4 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Quicklogic · $6.7M total across 2 segments · Q3 2023

  • New Products
    $6.1M+165.2%
  • Mature Products
    $600K-53.8%

Forward guidance

QuickLogic anticipates returning to sound revenue growth and achieving non-GAAP profitability and positive cash flow in full-year 2025, driven by continued execution on the Strategic Radiation Hardened FPGA contract and new opportunities in the eFPGA Hard IP market.

Tailwinds

  • Continued execution on the Strategic Radiation Hardened FPGA contract with the US government.
  • Influx of opportunities after a key competitor exited the market.
  • First and only company to offer eFPGA Hard IP for Intel 18A.
  • Leveraging established eFPGA Hard IP for six unique fabrication processes and reusable Hard IP Cores.
  • Positioned to achieve non-GAAP profitability and positive cash flow for full-year 2025.

Headwinds

  • Delays in market acceptance of new products.
  • Ability to convert design opportunities into customer revenue.
  • Ability to replace revenue from end-of-life products.
  • Level and timing of customer design activity.
  • Market acceptance of customers' products.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-2.1%

Avg return

Earnings day

-3.4%

Avg return

5 days after

-2.4%

Avg return

30 days after

34%

21 / 61 earnings

Positive

+36.9%

Q2 2015

Best reaction

-25.0%

Q4 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+14.5%-3.1%
Q4 2025+13.7%+10.0%+27.7%
Q3 2025-13.0%-17.0%-12.4%
Q1 2025-12.8%-14.0%-13.3%
Q4 2024+10.9%-14.1%-18.8%
Q3 2024-7.9%-12.2%-4.6%
Q2 2024-7.0%-0.8%-14.9%
Q1 2024-3.0%-4.3%-5.5%
Q4 2023+21.2%+25.1%+24.0%
Q3 2023+5.3%+13.4%+32.1%
Q2 2023+15.8%+4.7%+14.3%
Q1 2023+7.6%+8.0%+39.3%
Q4 2022+2.2%+3.1%+3.9%
Q3 2022-7.1%-8.6%-27.0%
Q2 2022-4.0%-10.3%-15.7%
Q1 2022-4.2%-2.7%+23.2%
Q4 2021-2.4%-6.2%-7.5%
Q3 2021-6.9%-18.9%-32.3%
Q2 2021+13.4%+9.0%+25.6%
Q1 2021-7.7%+1.2%+10.3%
Q3 2020-4.2%-3.9%+13.3%
Q2 2020-12.5%-8.7%-24.8%
Q1 2020-4.0%+3.1%+17.3%
Q4 2019-12.5%-10.7%-53.6%
Q3 2019-18.9%-21.6%-8.1%
Q2 2019-15.6%-26.7%-20.0%
Q1 2019-1.2%-1.2%-12.2%
Q4 2018-13.5%-14.4%-26.9%
Q3 2018-3.8%+0.0%-9.6%
Q2 2018+2.7%+0.0%-6.3%
Q1 2018+2.7%+16.7%-22.7%
Q4 2017-6.6%-6.1%-16.2%
Q3 2017+12.7%+3.2%-3.2%
Q2 2017-5.8%-6.5%+18.7%
Q1 2017-5.0%-12.5%-23.1%
Q4 2016-3.1%+2.5%+43.6%
Q3 2016-4.9%+1.2%+9.8%
Q2 2016-5.1%-4.0%-12.1%
Q1 2016-15.2%
Q4 2015+14.9%
Q3 2015-5.3%
Q2 2015+36.9%
Q1 2015-13.7%
Q4 2014-25.0%
Q3 2014-4.1%
Q2 2014-15.4%
Q1 2014-21.0%
Q4 2013+1.1%
Q3 2013+0.5%
Q2 2013+3.9%
Q1 2013-3.9%
Q4 2012+8.0%
Q3 2012-10.9%
Q2 2012-9.6%
Q4 2010-2.8%
Q1 2012+6.2%
Q3 2011-6.1%
Q4 2011+4.0%
Q2 2011+4.0%
Q1 2011-0.3%
Q1 2010-5.5%

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