QuickLogic Corporation Earnings Recaps
Q1 2026
May 13, 2026
The stock gained 5.5% following the quarter, reflecting investor optimism around progress in RadPro FPGA development, Intel 18A contracts, and expanding opportunities despite some contract timing delays.
Key takeaways
- RadPro FPGA demonstration on GlobalFoundries 12LP process was successful, with multiple development kits shipped, contributing low six-figure revenue in Q2.
- Signed a memorandum of understanding with a defense industrial base (DIB) partner to accelerate evaluation of RadPro chiplet applications.
- Announced four contracts related to Intel 18A technology, totaling nearly $2 million, laying groundwork for larger future awards.
- Timing of a significant commercial Intel 18A contract has shifted from late Q2 to Q3 due to customer-driven scope expansion.
- Delivered architectural enhancements from a 1 million LUT feasibility study, expanding addressable markets for high-density eFPGA cores and discrete FPGAs.
Q3 2025
Nov 12, 2025
QuickLogic Corporation reported significant progress in strategic initiatives during Q3 2025, with strong expectations for revenue growth driven by robust demand for their eFPGA solutions.
Key takeaways
- Q4 2025 revenue target set at $6 million, contingent on the anticipated award of a $3 million contract.
- Increasing traction in the defense industrial base, with license revenue potentially surpassing NRE revenue for the first time this quarter.
- Successful fabrication of the SRH FPGA test chip expected to enhance design win prospects and drive future storefront revenue.
- Strong customer interest and commitments for SRH dev kit orders indicated a solid pipeline for upcoming quarters.
- Market expansion efforts focus on advanced fabrication processes, enhancing QuickLogic's competitiveness in high-density FPGA and ASIC markets.