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Dec 31, 2025
Everspin Q4 2025 Earnings Report
Everspin Technologies, Inc. reported its fourth quarter 2025 financial results, showing revenue growth and steady net income.
Key Takeaways
Everspin achieved a 12% year-over-year revenue increase in Q4 2025, reaching $14.8 million, driven by strong product sales in Data Center and Industrial sectors. While GAAP net income remained flat at $1.2 million, the company saw a significant increase in design wins, signaling future growth potential.
Total revenue grew 12% year-over-year to $14.8 million in Q4 2025.
MRAM product sales increased 22.4% year-over-year to $13.5 million.
Design wins increased to 238 in 2025, up from 178 in the prior year.
Cash and cash equivalents increased to $44.5 million at year-end.
Revenue by Segment
Forward Guidance
For Q1 2026, Everspin expects revenue between $14.0 million and $15.0 million, with Non-GAAP net income per diluted share between $0.07 and $0.12.
Positive Outlook
- Anticipated revenue up to $15.0 million.
- Expected Non-GAAP net income per share up to $0.12.
- Potential for GAAP net income of $0.02 per share.
- Design wins from 2025 expected to ramp in 2026.
- Strong balance sheet supporting strategic capital allocation.
Challenges Ahead
- Potential GAAP net loss of up to ($0.03) per share.
- Uncertainty regarding future stock-based compensation charges.
- Ongoing supply chain constraints or interruptions.
- General market and semiconductor industry volatility.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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