For the year ended December 31, 2025, Vicor said product revenue increased 12.1% to $350.3 million . Full-year royalty revenue was $57.4 million , up 23.2% from 2024. Schmidt also noted that total product and royalty revenue including a $45 million patent litigation settlement rose 26.1% to $452.7 million .Advanced products revenue (which includes royalty revenue) decreased 4.4% sequentially, also reflecting the third-quarter catch-up. Brick product revenue declined 0.6% from the prior quarter. Vicor report ...

Vicor (NasdaqGS:VICR) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJim Schmidt - CFOJon Tanwanteng - Managing DirectorPatrizio Vinciarelli - CEOPhil Davies - VP of Global Sales and MarketingConference Call ParticipantsJustin Clare - Managing Director and Senior Research AnalystQuinn Bolton - Managing Director and Equity Research AnalystRich Shannon - Senior Research AnalystNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Vicor fourth quar ...

Vicor (NasdaqGS:VICR) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJim Schmidt - CFOJon Tanwanteng - Managing DirectorPatrizio Vinciarelli - CEOPhil Davies - VP of Global Sales and MarketingConference Call ParticipantsJustin Clare - Managing Director and Senior Research AnalystQuinn Bolton - Managing Director and Equity Research AnalystRich Shannon - Senior Research AnalystNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Vicor Fourth Quar ...

Vicor (NasdaqGS:VICR) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker5Good day, and thank you for standing by. Welcome to the Vicor Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your questio ...

Exhibit 99.1 NEWS RELEASE FINANCIAL NEWS BRIEF February 19, 2026 For Immediate Release Vicor Corporation Reports Results for the Fourth Quarter and Year Ended December 31, 2025 Andover, Mass., February 19, 2026 (GLOBE NEWSWIRE) — Vicor Corporation (NASDAQ: VICR) today reported financial results for the fourth quarter and year ended December 31, 2025. These results will be discussed later today at 5:00 p.m. Eastern Time, during management's quarterly investor conference call. The details for the call are bel ...

ANDOVER, Mass., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the fourth quarter and year ended December 31, 2025. These results will be discussed later today at 5:00 p.m. Eastern Time, during management’s quarterly investor conference call. The details for the call are below. Product revenue for the fourth quarter ended December 31, 2025 totaled $92.7 million, a 15.3% increase from $80.4 million for the corresponding period a year ago, and a 4.5% se ...

Core Insights - Vicor Corporation is a significant player in the power electronics industry, focusing on modular power components and systems for sectors like aerospace, defense electronics, and telecommunications [1] - The consensus price target for Vicor has increased from $117.5 a year ago to $175 last month, indicating growing optimism among analysts regarding the company's future performance [2] - Vicor's upcoming fourth quarter 2025 earnings conference call on February 19, 2026, will provide insights into its financial and operational performance, with key executives discussing results for the three and twelve months ending December 31, 2025 [3] Financial Performance - Despite a lower price target set by Needham at $100, Vicor remains a strong buy for growth investors due to its strategic focus on next-generation data center power delivery and Gen 5 chipsets, which cater to rising power demands driven by artificial intelligence [4] - The company demonstrates financial stability through strong margin expansion and resilient cash flows, operating with a debt-free balance sheet, which is a significant advantage [5] - Vicor's focus on next-generation data center power delivery and Gen 5 chipsets positions it well to meet the increasing power demands of artificial intelligence [6]

Company Overview - Vicor is a technology company specializing in high-performance power conversion solutions for demanding applications, leveraging proprietary technology to deliver efficient, compact, and scalable power modules and systems [6] - The company generates revenue by designing, manufacturing, and selling power conversion products and custom solutions to original equipment manufacturers and contract manufacturers, serving sectors such as aerospace, defense, industrial automation, and telecommunications [9] Financial Performance - As of February 13, 2026, Vicor's stock price was $155.96, with a market capitalization of $7.02 billion [4] - The company reported a total revenue of $441.6 million and a net income of $82.3 million for the trailing twelve months [4] - In the third quarter, revenue reached $110.4 million, an increase of 18.5% year-over-year, with a gross margin of 57.5% and net income of $28.3 million, equating to $0.63 per diluted share [10] Investment Activity - On February 13, 2026, Ashford Capital Management increased its position in Vicor by purchasing 128,664 shares, valued at approximately $10.94 million [2] - Following this transaction, Vicor represented 4.32% of Ashford's reportable U.S. equity assets, with a total stake valued at $38.78 million [8] - Vicor shares have appreciated significantly, up 213.0% over the past year, outperforming the S&P 500 by 201.3 percentage points [8] Market Position and Outlook - Vicor holds critical intellectual property in high-performance computing power modules, with licensing revenue becoming a meaningful contributor to its financials [11] - The company's recent performance and growth suggest a strong belief in the structural demand for power density, particularly in AI and data center applications, which could enhance its market position in the long term [10][12]

Core Viewpoint - Vicor Corporation will hold its fourth quarter 2025 earnings conference call on February 19, 2026, at 5:00 p.m. Eastern Time, to discuss financial and operational results for the three and twelve months ended December 31, 2025 [1]. Group 1: Earnings Conference Call Details - The fourth quarter results will be released via GlobeNewswire at the close of the NASDAQ Market Session on February 19, 2026, with a press release and financial statement summary available shortly thereafter on the Investor Relations page of Vicor's website [2]. - Investors and analysts wishing to ask questions during the conference call must register with Notified, the service provider hosting the call, to receive dial-in information and a unique PIN [3]. - A listen-only mode will be available via a webcast link posted on the Investor Relations page prior to the conference call, with a recommendation to access the website at least 15 minutes early [4]. Group 2: Webcast Replay and Company Overview - For those unable to participate in the live conference call, a replay will be available on the Investor Relations page of Vicor's website [5]. - Vicor Corporation designs, develops, manufactures, and markets modular power components and complete power systems, serving various markets including enterprise computing, industrial equipment, telecommunications, and aerospace [6].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Group 1: AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The increasing demand for AI is straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] - Industry leaders, including Sam Altman and Elon Musk, have highlighted the critical link between AI development and energy availability, warning of potential shortages [2] Group 2: Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical energy infrastructure assets that will benefit from the anticipated surge in energy demand from AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the energy market, profiting from the increasing need for electricity [5][6] - The company is debt-free and has significant cash reserves, equating to nearly one-third of its market capitalization, making it an attractive investment option [8] Group 3: Market Position and Growth Potential - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7] - It has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] - The stock is currently undervalued, trading at less than seven times earnings, which presents a compelling investment case given its ties to the booming AI and energy sectors [10] Group 4: Future Trends - The ongoing AI infrastructure supercycle, combined with the onshoring boom driven by tariffs, is expected to create significant growth opportunities for the company [14] - The influx of talent into the AI sector is anticipated to drive rapid advancements and innovation, further solidifying the importance of investing in AI-related companies [12] - The overall narrative emphasizes that investing in AI is not just about financial returns but also about participating in a transformative technological revolution [15]