Richardson Electronics (RELL) Q4 2025 Earnings Call July 24, 2025 10:00 AM ET Speaker0Good day, everyone. Thank you for standing by. Welcome to the Richardson Electronics Earnings Call for the Fourth Quarter of Fiscal Year twenty twenty five. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session.Please note that today's conference may be recorded. I will now hand the conference over to your speaker, Mr. Ed Richardson. Please g ...

Richardson Electronics Q4 FY2025 Investor Presentation July 24, 2025 NASDAQ: RELL VISION To make our world a better, more sustainable place by providing innovative technology solutions. MISSION We provide solutions that improve our world through innovative engineering and manufacturing in collaboration with our employees, customers and technology partners. VALUES Investor Presentation | © Richardson Electronics, Ltd. 2 2 • We are a diverse family; we take care of our people. • We focus on long term viabilit ...

Core Insights - Theodore Blegen, EVP and CFO of Monolithic Power Systems, executed an open market sale of 6,000 shares valued at $4.5 million on July 2, 2025, which is significantly larger than his typical trading activity [1][3][11] Group 1: Transaction Details - The transaction involved the sale of 6,000 shares, with a total value of $4.5 million, reported on July 2, 2025 [2] - Post-transaction, Blegen retains 46,939 shares, valued at approximately $34.8 million [5] - The sale occurred at a price 7.02% above the 50-day moving average and 9.95% above the 200-day moving average as of July 10, 2025 [4] Group 2: Company Overview - Monolithic Power Systems has a market capitalization of $35.45 billion, trailing twelve-month revenue of $2.21 billion, and a net income of $1.79 billion [7] - The company specializes in semiconductor-based power electronics solutions, including DC to DC integrated circuits, serving various markets such as computing, automotive, and consumer electronics [8][10] Group 3: Insider Trading Context - Blegen's recent sale is more than three times his median trade size of 1,884 shares, indicating an unusually large transaction [3] - This sale marks Blegen's first reported trade in 140 days, contrasting with his historical average of 14.8 trades per year, suggesting a lower trading frequency recently [6] - The timing of the sale aligns with a previous pause in trading activity, which may have been influenced by stock price fluctuations [11][14] Group 4: Market Performance - Monolithic Power Systems has consistently surpassed analysts' consensus targets for over three years, despite a recent stock price drop due to modest guidance targets [13] - The stock has seen a 24% price increase year-to-date, and it is currently valued at 19.5 times earnings, indicating reasonable valuation [14]

Whenever people go one direction, I actually want to go the other direction and see where that is. For example, when I was doing my PhD thesis, I wanted to work on power consumption in processor architecture, and honestly, my advisor would look at me like, "Why are we talking about this?" I just thought that that was super important. 15 years later, it received the Test of Time Award saying that was a seminal paper that changed how we think about power in the industry.So my role at AMD is to work in the res ...

Core Insights - Ideal Power Inc. reported strong progress in its first quarter of 2025, completing solid-state circuit breaker (SSCB) prototypes ahead of schedule and anticipating initial sales ramp in the second half of the year [2][4] - The company secured an order from a third Forbes Global 500 power management leader for B-TRAN® technology, indicating growing interest in its products [2][4] - Financial results showed a decrease in commercial revenue and an increase in net loss compared to the previous year, highlighting ongoing challenges despite operational advancements [4][12] Financial Performance - Commercial revenue for Q1 2025 was $12,003, a significant decrease from $78,739 in Q1 2024 [12] - Operating expenses rose to $2.8 million in Q1 2025 from $2.5 million in Q1 2024, primarily due to increased research and development spending [4][12] - The net loss for Q1 2025 was $2.7 million, compared to a net loss of $2.5 million in Q1 2024 [4][12] Operational Highlights - The company completed SSCB prototypes related to its first design win three months ahead of schedule [4] - A potential new EV contactor program with Stellantis is progressing through internal approval [4] - Ideal Power's patent estate includes 94 issued B-TRAN® patents, with 45 issued outside the U.S. and 70 pending [4] Market Position and Strategy - Ideal Power is focused on expanding its reach in key markets through partnerships, including a sales representative partnership with Queensland Semiconductor Technologies [4] - The company expects minimal impact from recently enacted tariffs, as power semiconductors are exempt from most tariffs currently in effect [2][4] - The company aims to start its initial sales ramp in the second half of 2025, targeting industrial markets, particularly the SSCB market [2][4]

Company to Highlight Industry-Leading Semiconductor and Passive Technologies in a Series of Reference Designs and Demonstrations Focused on E-Mobility, Energy Storage, Sustainability, and MoreMALVERN, Pa., May 01, 2025 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today announced that at PCIM Europe 2025, the company will be showcasing its broad portfolio of power management solutions that address several increasingly important trends in power electronics, including e-mobility and energy stor ...

Core Insights - Qorvo, Inc. reported strong fourth-quarter fiscal 2025 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimates [1] Financial Performance - The company reported a GAAP net income of $31.4 million or 33 cents per share, up from $2.7 million or 3 cents per share in the prior-year quarter, attributed to lower operating expenses and an income tax benefit [3] - Non-GAAP net income was $133.3 million or $1.42 per share, slightly down from $135.5 million or $1.39 per share year-over-year, surpassing the Zacks Consensus Estimate by 41 cents [4] - Total revenues for fiscal 2025 were $3.72 billion, a decrease from $3.77 billion in fiscal 2024 [6] Revenue Breakdown - Net sales for the quarter declined to $869.5 million from $941 million in the prior-year quarter, impacted by a drop in Advanced Cellular Group (ACG) and Connectivity and Sensors Group (CSG) verticals, but secured major design wins in various applications [5][2] - High Performance Analog revenues increased to $187.9 million from $164.6 million year-over-year, driven by strong demand in defense and aerospace sectors [7] - Revenues from CSG were $101.3 million, down from $122.8 million in the year-ago quarter, missing estimates [8] Cash Flow and Liquidity - As of March 31, 2025, Qorvo had $1.02 billion in cash and cash equivalents and $1.55 billion in long-term debt, with net cash from operating activities of $199.2 million and free cash flow of $170.7 million for the quarter [11] Outlook - For the first quarter of fiscal 2026, the company expects revenues of $775 million (+/- $25 million) and non-GAAP gross margin between 42% and 44%, with non-GAAP earnings per share projected in the range of 50-75 cents [12]

Richardson Electronics, Ltd. (NASDAQ:RELL) Q3 2025 Earnings Conference Call April 10, 2025 10:00 AM ET Company Participants Ed Richardson - Chief Executive Officer Bob Ben - Chief Financial Officer Greg Peloquin - General Manager, Power & Microwave Technologies Group Jens Ruppert - General Manager, Canvys Wendy Diddell - Chief Operating Officer Conference Call Participants Anja Soderstrom - Sidoti Barry Mandel - Mandel Money Management P. Ross Taylor - ARS Investment Partners Operator Good day, and thank yo ...