The significant YoY revenue decline and widening losses are concerning, but the $13 million government contract and technical progress in the SRH FPGA program suggest potential future revenue growth. Traders should monitor the company's ability to convert these design wins and government contracts into sustained revenue growth in 2026.
Price Chart
Executive Summary
QuickLogic reported mixed results for Q4 2025, with revenue declining 34.2% YoY to $3.7 million but up 84% QoQ. The company posted a GAAP net loss of $6.0 million versus a $0.3 million loss in the prior year, driven by higher operating expenses. However, it secured a $13 million government contract tranche and achieved key technical milestones in its radiation-hardened FPGA program, positioning for future growth.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $3.7 million, down 34.2% YoY but up 84% QoQ
- GAAP net loss was $6.0 million, compared to $0.3 million loss in Q4 2024
- GAAP gross margin declined to 18.1% from 62.7% in the prior year
- Operating expenses increased to $4.2 million from $3.4 million in Q4 2024
- Secured $13 million contract tranche for U.S. Strategic Radiation Hardened FPGA program
- Taped out test chip on GlobalFoundries 12LP process
- Received initial orders for SRH FPGA Development Kits
- Secured new commercial eFPGA design wins including a high-performance data center ASIC
Financial Impact
Revenue decreased by $1.944 million YoY to $3.733 million, with net loss widening to $5.966 million from $0.305 million
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| new products | $2.8M | -38.5% |
| mature products | $900.0K | -15.0% |
Risk Factors
- Continuing decline in mature product revenue
- High operating expenses relative to revenue
- Dependence on government contracts and design wins for future growth
- Negative cash flow from operations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-006600 |
| Document: quicklo20251208_8k.htm | 0001437749-26-006600 |
| Document: 0001437749-26-006600-index-headers.html | 0001437749-26-006600 |
| Document: 0001437749-26-006600-index.html | 0001437749-26-006600 |
| Document: 0001437749-26-006600.txt | 0001437749-26-006600 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $10.33 $10.74 | ▲ +3.97% | ▲ +2.31% | $11.91 (+15.34%) |
Aug 11, 2026 7w ago | Press Release | $13.08 $11.62 | ▼ −11.16% | ▼ −10.72% | $11.91 (−8.91%) |
May 20, 2026 19w ago | 144 | $20.17 $21.56 | ▲ +6.89% | ▲ +5.29% | $11.91 (−40.93%) |
Mar 4, 2026 30w ago | Insider Cluster | $8.80 $9.36 | ▲ +6.36% | ▲ +7.70% | $11.91 (+35.40%) |
Mar 3, 2026 30w ago | 8-K | $8.80 $9.36 | ▲ +6.36% | ▲ +7.70% | $11.91 (+35.40%) |
US Market Status
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