NYSE$GCTS

GCT Semiconductor Holding Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

GCT Semiconductor reported a sharp revenue decline and widened net loss in Q1 2025 as it ramped up investment in its 5G transition strategy.

GCT Semiconductor posted $0.5 million in revenue for Q1 2025, down 84.8% year-over-year, with a gross margin of 17.7%. The company reported a net loss of $7.0 million and continued to invest in R&D and operational alignment ahead of its 5G chipset launch, which is expected to begin sampling in late May 2025.

  • Revenue fell to $0.5 million, an 84.8% decline from Q1 2024.
  • Gross margin was 17.7%, down from 59.8% YoY.
  • Net loss widened to $7.0 million due to lower revenue and absence of one-time gain seen in Q1 2024.
  • Cash and cash equivalents stood at $1.0 million at quarter-end.

Headline financials

Total Revenue

$496K

Previous: $3.27M-84.8%
EPS (adj)

-$0.15

Previous: $0.03-600.0%
Gross margin

17.7%

Previous: 59.8%-70.4%
R&D expenses

$4.1M

Previous: $5.52M-25.8%
Sales & marketing

$1.12M

Previous: $996K+12.2%
General & admin

$2.61M

Previous: $2.84M-7.8%
Capital Expenditures

-$118K

Previous: -$118K+0.0%
Net Income

-$6.97M

Previous: $757K-1020.5%
Operating Income

-$7.74M

Previous: $7.24M-207.0%
Gross Profit

$88K

Previous: $1.95M-95.5%

Revenue & EPS history

GCT · Revenue · Quarterly

$496K

Q1 2025-84.8%vs Q1 2024
Beat estimate in 2 of 7 quarters(29%)
ActualEstimate

Revenue by segment

GCT · $4.48M total across 2 segments · Q3 2023

  • Product revenue
    $4.03M
  • Service revenue
    $450K

Forward guidance

GCT anticipates 5G chipset sampling to begin at the end of May 2025, expecting revenue and gross margin to increase in H2 2025 as volume shipments commence.

Tailwinds

  • Finalized 5G chipsets completed and under internal evaluation
  • Sampling to customers expected by end of May 2025
  • Signed LOI with Orbic to co-develop 5G hotspot and FWA gateway
  • 5G ASP projected to be 4x higher than 4G offerings
  • Filed $200M shelf registration for financial flexibility

Headwinds

  • Revenue significantly declined YoY amid 4G-to-5G transition
  • Gross margin dropped over 42 percentage points YoY
  • Operating expenses exceeded revenue by over 15x
  • Cash balance remains low at $1.0 million
  • Net loss widened due to lack of one-time gains seen last year

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-5.0%

Avg return

Earnings day

-5.4%

Avg return

5 days after

-1.2%

Avg return

30 days after

22%

4 / 18 earnings

Positive

+1.2%

Q1 2026

Best reaction

-41.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.0%-6.5%
Q1 2026+1.2%+14.4%+58.7%
Q3 2025-12.6%-6.2%+0.0%
Q2 2025-8.3%-6.8%+13.5%
Q1 2025-41.2%-46.4%-37.7%
Q4 2024-16.7%-21.5%-30.6%
Q3 2024-9.1%-11.0%+3.9%
Q2 2024+0.8%-5.9%-24.7%
Q1 2024-4.3%-8.0%-5.7%
Q4 2023+0.0%+0.2%+0.4%
Q3 2023+0.1%+0.0%-0.2%
Q2 2023+0.0%+0.0%+1.1%
Q1 2023-0.2%-0.1%-0.1%
Q4 2022+0.0%+0.4%+0.9%
Q3 2022+0.0%+0.0%+0.1%
Q2 2022+0.0%+0.0%+0.5%
Q1 2022+0.0%+0.0%+0.0%
Q4 2021+0.1%-0.1%-0.4%

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