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GSI Technology (GSIT) guidance and outlook
GSI Technology (GSIT) gave its guidance on Nov 5, 2026: Revenue $6.0M for Q3 FY2027; Gross margin 38%–40% for Q3 FY2027. GSI Technology's 10-Q filed Nov 6, 2026 makes 29 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q3 FY2027 | $6.0M | new |
| Gross margin | Q3 FY2027 | 38%–40% | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- We expect that future direct and indirect sales to Nokia, KYEC and Cadence Design Systems will continue to fluctuate significantly on a quarterly basis.
- The networking and telecommunications market has accounted for a significant portion of our net revenues in the past and has declined during the past several years and is expected to continue to decline.
- In May 2026, we announced that we were awarded Phase I of a Smart City project by a local government agency in Taiwan named the Smart Guardian Eye project.
- In October 2026, we successfully completed, and the Hsinchu County government in Taiwan accepted, the initial stage of Phase I of the Smart Guardian Eye project, which is now providing live AI video monitoring and interpretive incident reporting.
- We intend to submit our proposal for Phase II of the Smart Guardian Eye project during the remainder of fiscal 2027.
- Pursuant to an agreed-upon schedule, we will receive milestone payments which total an estimated $2.0 million upon successful completion of each milestone.
- Development of our next-generation Plato processor remains on schedule for a March 2027 tape-out, with first-spin chips targeted for initial sampling by late summer of calendar 2027, and we continue to receive outside interest based on the disclosed preliminary performance and power savings findings.
- Our software development team is conducting an internal trial and validation of the alpha version of the SDK, and we anticipate releasing the alpha version to our initial customers before the end of December 2026, with a commercial release targeted for the first half of calendar 2027.
- The SDK is an important step in our commercialization strategy to make the Gemini-II architecture accessible to a broader developer ecosystem and is expected to enable prospective customers and partners to evaluate our technology using their own AI models, support multiple simultaneous evaluations, accelerate software development, simplify application deployment and provide a foundation for working with a broader…
- We believe that during the next 12 months, continued inflationary pressures, increased or new tariffs, export controls and other trade barriers, trade disputes, and increasing geopolitical tensions will continue to negatively impact general economic activity and demand in our end markets.
- Although it is difficult to estimate the length or severity of these conditions, we expect them to have an adverse effect on our results of operations, financial position, including potential impairments, and liquidity through the remainder of fiscal 2027 and beyond.
- We also sell our products to OEMs that manufacture products for military and aerospace applications such as radar and guidance systems, missiles and satellites, for test and measurement applications such as high-speed testers, for automotive applications such as smart cruise control, and for medical applications such as ultrasound and CAT scan equipment.
GSI Technology's latest quarter
GSI Technology, Q2 FY27: revenue $6.0M (-7% year over year), operating margin -123.5%, net loss $7.0M, operating cash flow −$8.0M. The chart follows the revenue to costs, profit and cash.
Questions
Did GSI Technology raise or lower its guidance?
GSI Technology (GSIT) gave its guidance on Nov 5, 2026: Revenue $6.0M for Q3 FY2027; Gross margin 38%–40% for Q3 FY2027.
What does GSI Technology expect?
We expect that future direct and indirect sales to Nokia, KYEC and Cadence Design Systems will continue to fluctuate significantly on a quarterly basis. The networking and telecommunications market has accounted for a significant portion of our net revenues in the past and has declined during the past several years and is expected to continue to decline. In May 2026, we announced that we were awarded Phase I of a Smart City project by a local government agency in Taiwan named the Smart Guardian Eye project.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.