Core Insights - QuickLogic reported a quarterly loss of $0.19 per share, which was better than the Zacks Consensus Estimate of a loss of $0.21, but worse than a loss of $0.06 per share a year ago [1] - The earnings surprise for the quarter was +9.52%, with the company having surpassed consensus EPS estimates three times over the last four quarters [2] Financial Performance - QuickLogic's revenues for the quarter ended September 2025 were $2.03 million, missing the Zacks Consensus Estimate by 3.38%, and down from $4.27 million year-over-year [3] - The company has topped consensus revenue estimates only once in the last four quarters [3] Stock Performance - QuickLogic shares have declined approximately 36% since the beginning of the year, contrasting with the S&P 500's gain of 16.2% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $5.6 million, and -$0.38 on revenues of $15.7 million for the current fiscal year [8] - The outlook for the Electronics - Semiconductors industry, where QuickLogic operates, is currently in the top 33% of Zacks industries, suggesting potential for better performance compared to lower-ranked industries [9]

Core Insights - QuickLogic Corporation reported significant progress in its product development and anticipates new orders for its upcoming SRH FPGA Dev Kit and eFPGA Hard IP contracts [3][9] - The company experienced a substantial decline in total revenue for the third quarter of fiscal 2025, amounting to $2.0 million, which is a decrease of 51.8% year-over-year and 45.0% quarter-over-quarter [3][4] Financial Performance - Total revenue from continuing operations for Q3 2025 was $2.0 million, down from $4.2 million in Q3 2024 and $3.7 million in Q2 2025 [3][19] - New product revenue was approximately $1.0 million, reflecting a decrease of $2.5 million or 72.6% compared to Q3 2024 and a decrease of $1.9 million or 67.3% compared to Q2 2025 [4][19] - Mature product revenue increased to $1.1 million in Q3 2025, compared to $0.7 million in Q3 2024 and $0.8 million in Q2 2025 [4][19] Profitability Metrics - GAAP gross margin from continuing operations for Q3 2025 was (23.3%), a significant decline from 59.1% in Q3 2024 and 25.9% in Q2 2025 [5][25] - Non-GAAP gross margin was (11.9%) for Q3 2025, down from 64.7% in Q3 2024 and 31.0% in Q2 2025 [5][25] - The GAAP net loss for Q3 2025 was ($4.0 million) or ($0.24) per share, compared to a net loss of ($2.1 million) or ($0.14) per share in Q3 2024 [7][20] Operating Expenses - GAAP operating expenses for Q3 2025 were $3.5 million, consistent with Q2 2025 but down from $4.1 million in Q3 2024 [6][19] - Non-GAAP operating expenses were $2.9 million in Q3 2025, compared to $3.0 million in Q3 2024 and $2.5 million in Q2 2025 [6][19] Strategic Developments - QuickLogic secured a $1 million eFPGA Hard IP contract for a high-performance data-center ASIC, indicating growth in commercial markets [9] - The company is expanding its involvement with a Defense Industrial Base entity focused on cybersecurity for strategic and tactical weapons systems [9] - A rebound in the USG Strategic Radiation Hardened FPGA Program is expected to contribute to revenue growth in Q4 2025 [9]

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Core Insights - QuickLogic Corporation will showcase its customizable Hard IP solutions for aerospace and defense at Space Tech Expo Europe 2025, emphasizing the ability to design flexible, secure, and radiation-tolerant systems more efficiently and with reduced risk [1][2]. Company Overview - QuickLogic is a fabless semiconductor company that specializes in embedded FPGA (eFPGA) Hard IP, discrete FPGAs, and endpoint AI solutions, combining advanced technology with open-source tools to provide low-power, highly customizable solutions across various markets including aerospace and defense, industrial, consumer, and computing [4]. Product Features - The eFPGA IP from QuickLogic offers silicon-proven reliability and is export-compliant (EAR99), allowing engineers to integrate flexible logic directly into their SoCs, which extends mission lifetimes, reduces redesign costs, and ensures adaptability for evolving space programs [2]. - QuickLogic's proprietary Australis™ IP Generator enables the delivery of customer-specific eFPGA Hard IP within weeks for established fabrication nodes and in as little as four to six months for new nodes [2].

Core Insights - QuickLogic Corporation will exhibit at Embedded World North America 2025, showcasing its embedded FPGA (eFPGA) technology and solutions [1][4]. Group 1: Product Offerings - QuickLogic's Australis™ eFPGA IP Generator enables rapid delivery of programmable logic IP for ASICs and SoCs, optimizing for power, performance, and area (PPA) goals [2]. - The eFPGA chiplet technology provides reconfigurable logic for heterogeneous integration, offering secure and customizable acceleration for SoC and embedded system applications [3]. Group 2: Company Overview - QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions, focusing on low-power and highly customizable solutions for various markets including aerospace, defense, industrial, consumer, and computing [5].

Core Insights - QuickLogic Corporation has scheduled a conference call to discuss its third quarter fiscal 2025 financial results on November 11, 2025 [1] - The company specializes in embedded FPGA (eFPGA) IP, ruggedized FPGAs, and Endpoint AI solutions, targeting various markets including aerospace, defense, industrial, computing, and consumer [4] Upcoming Events - QuickLogic management will participate in several upcoming investor conferences, including: - 16th Annual Craig-Hallum Alpha Select Conference on November 18, 2025 - 14th Annual NYC Summit on December 16, 2025 - 28th Annual Needham Growth Conference on January 13-14, 2026 [3] Investor Relations - Investors interested in participating in the conferences can contact QuickLogic Investor Relations or register for the NYC Summit through the provided link [3] - A copy of the investor presentation will be available on QuickLogic's IR site [3]

Company Performance - QuickLogic's stock closed at $6.72, reflecting a -4.27% change from the previous day, underperforming compared to the S&P 500's daily gain of 1.23% [1] - Over the past month, QuickLogic's shares have increased by 14.71%, while the Computer and Technology sector gained 3.49% and the S&P 500 gained 2.45% [1] Earnings Estimates - QuickLogic's upcoming earnings per share (EPS) are projected to be -$0.21, indicating a 250% decrease from the same quarter last year [2] - The consensus estimate for revenue is $2.1 million, down 50.82% from the prior-year quarter [2] - For the entire year, the Zacks Consensus Estimates forecast an EPS of -$0.38 and revenue of $15.7 million, reflecting changes of -1050% and -21.94% compared to the previous year [3] Analyst Estimates and Rankings - Recent modifications to analyst estimates for QuickLogic are crucial as they reflect short-term business trends [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks QuickLogic at 3 (Hold) [6] - The Zacks Rank has a history of outperforming, with 1 stocks returning an average annual gain of +25% since 1988 [6] Industry Context - QuickLogic operates within the Electronics - Semiconductors industry, which is part of the Computer and Technology sector [7] - The industry currently holds a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Overview - QuickLogic (QUIK) shares increased by 8.4% to close at $7.26, supported by strong trading volume, and have gained 15.3% over the past four weeks [1] - QuickLogic is focusing on developing rad-hard FPGA technology and Australis 2.0 for high-density defense and aerospace applications with onshore manufacturing [1] Financial Performance - QuickLogic is expected to report a quarterly loss of $0.21 per share, reflecting a year-over-year decline of 250% [2] - Revenue for QuickLogic is anticipated to be $2.1 million, down 50.8% from the same quarter last year [2] Earnings Estimates and Stock Movement - The consensus EPS estimate for QuickLogic has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - QuickLogic currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [4] Industry Comparison - QuickLogic is part of the Zacks Electronics - Semiconductors industry, where SkyWater Technology, Inc. (SKYT) also operates [4] - SkyWater Technology's shares rose by 3.5% to $15.9, with an 11.7% return over the past month [4] - SkyWater Technology's consensus EPS estimate is -$0.17, representing a year-over-year change of -312.5%, and it also holds a Zacks Rank of 3 (Hold) [5]

Core Viewpoint - Analyst recommendations play a significant role in influencing stock prices, but their reliability is questionable, particularly for QuickLogic (QUIK) [1][5]. Brokerage Recommendations - QuickLogic has an average brokerage recommendation (ABR) of 1.67, indicating a consensus between Strong Buy and Buy, with 66.7% of recommendations being Strong Buy from three brokerage firms [2][5]. - Despite the positive ABR, relying solely on this information for investment decisions may not be advisable, as studies show brokerage recommendations often fail to guide investors effectively [5][10]. Analyst Bias - Brokerage analysts tend to exhibit a strong positive bias in their ratings due to vested interests, issuing five Strong Buy recommendations for every Strong Sell [6][10]. - This misalignment of interests can mislead investors regarding the actual price direction of stocks [7][10]. Zacks Rank Comparison - Zacks Rank, a proprietary stock rating tool, categorizes stocks from Strong Buy to Strong Sell and is based on earnings estimate revisions, making it a more reliable indicator of near-term stock performance compared to ABR [8][11]. - The Zacks Rank is updated more frequently and reflects timely changes in earnings estimates, unlike the potentially outdated ABR [13]. Current Earnings Estimates - For QuickLogic, the Zacks Consensus Estimate for the current year remains unchanged at -$0.38, suggesting analysts have stable views on the company's earnings prospects [14]. - The unchanged consensus estimate has resulted in a Zacks Rank of 3 (Hold) for QuickLogic, indicating a cautious approach despite the Buy-equivalent ABR [15].

Core Insights - QuickLogic Corporation has secured its first eFPGA Hard IP contract for a high-performance Data Center ASIC design, which will utilize a 12 nm process technology, with IP delivery scheduled for Q4 2025 [1][2]. Company Overview - QuickLogic Corporation is a fabless semiconductor company that specializes in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions, focusing on delivering customizable, low-power solutions across various markets including industrial, aerospace, consumer, and computing [3]. Product and Technology - The eFPGA Hard IP is becoming increasingly critical for system companies, as it allows for customer-specific variants that reduce project risk and provide in-system reprogrammability, a feature unique to FPGA technology [2]. - QuickLogic leverages its proprietary Australis IP Generator to deliver customer-specific eFPGA Hard IP in weeks for established fabrication nodes and within four to six months for new nodes [2]. Tools and Support - QuickLogic offers two versions of its FPGA User Tools: a fully open-source version named Aurora and a professional version called Aurora Pro, which includes Synopsys® Synplify® FPGA Logic Synthesis [2].