NASDAQ$QUIK

Quicklogic Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Quicklogic Q4 2025 Earnings Report

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.

Headline financials

Total Revenue

$3.73M

Previous: $5.71M-34.6%
EPS (adj)

-$0.17

Previous: $0.04-525.0%
GAAP Gross Margin

18.1%

Previous: 62.7%-71.1%
Non-GAAP Gross Margin

20.8%

Previous: 65.8%-68.4%
Net Income

-$5.97M

Previous: -$305K-1856.1%
Operating Income

-$3.49M

Previous: -$226K-1443.8%
Gross Profit

$675K

Previous: $3.41M-80.2%

Revenue & EPS history

Quicklogic · Revenue · Quarterly

$3.73M

Q4 2025-34.6%vs Q4 2024
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

Management believes the company is on sound footing for significant revenue growth beginning in 2026, driven by government contracts and architectural enhancements.

Tailwinds

  • 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

Headwinds

  • 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
  • Dependence on converting design opportunities into actual revenue

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 2025

Historical avgQ4 2025

-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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