QuickLogic (QUIK) Earnings Date & Reports

Key Takeaways

• QuickLogic Corporation (QUIK) is scheduled to report its fiscal third quarter 2026 results after the market close on Tuesday, November 10, 2026.
• Wall Street consensus calls for Q3 2026 revenue of roughly $5.5 million and a non-GAAP (non-Generally Accepted Accounting Principles) loss of about $0.06 per share.
• Management guided Q3 2026 revenue to approximately $5.5 million (±10%), with non-GAAP gross margin near 47% and a projected non-GAAP net loss of around $900,000.
• The company is targeting full-year 2026 revenue growth of 70% to 80% and expects non-GAAP profitability and positive cash flow in the second half of 2026.
• Momentum heading in: Q2 2026 revenue rose 48.7% year over year to $5.5 million, though the results fell short of analyst expectations.
• For more on QUIK's Major News, Today's Price Move, Price Targets, and Forecast, explore the additional pages for deeper context.
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Earnings Context and Why It Matters

QuickLogic is a fabless semiconductor company that develops embedded FPGA (field-programmable gate array) intellectual property, known as eFPGA Hard IP, along with strategic radiation-hardened and antifuse FPGAs and ruggedized programmable logic. After a challenging stretch in 2025, the company has re-accelerated revenue growth and is now steering toward a return to profitability. This Q3 report is a key checkpoint on whether management can hit its 70% to 80% full-year growth target and deliver the non-GAAP profitability it has promised for the second half of fiscal 2026. Government contracts — including the $89 million U.S. strategic radiation-hardened FPGA program — plus eFPGA design wins and the newly introduced RadPro FPGA are the primary growth engines investors will be watching.

Earnings Expectations

Analysts expect QuickLogic to post fiscal Q3 2026 revenue of approximately $5.5 million and a non-GAAP loss of about $0.06 per share. Those estimates align closely with management's own guidance, which calls for Q3 revenue of $5.5 million plus or minus 10%, non-GAAP gross margin of roughly 47%, non-GAAP operating expenses near $3.6 million, and a non-GAAP net loss of about $900,000 (roughly $0.05 per share).

Key metrics to watch include the split between new product revenue and mature product revenue, gross margin trajectory, operating expense discipline, and the cash balance. New product revenue — which includes eFPGA IP, professional services, and software-as-a-service offerings — has been the main growth driver, rising about 60% year over year in Q2 2026. Historically, the stock has been sensitive to both top-line surprises and gross margin moves, with shares slipping after Q2 results missed consensus despite strong year-over-year growth.

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Market Reaction and Investor Sentiment

Sentiment heading into Q3 is cautiously optimistic but tempered by a volatile trading history. In Q2 2026, QuickLogic delivered strong 48.7% year-over-year revenue growth, yet shares traded lower after results missed consensus and a delayed contract extension pushed some revenue recognition forward. Investors now want to see that the government contract revenue is materializing on schedule and that gross margin is stabilizing near the guided 47% level. Key risk factors include the timing of large contract awards, customer concentration, and quarter-to-quarter variability in gross margin. A beat-and-raise scenario — or confirmation that the company remains on track for second-half profitability — would likely be viewed favorably, while any slippage in the government program could weigh on the stock.

Forward Outlook and Key Factors to Monitor

The biggest story beyond Q3 is the fourth quarter, which management has flagged as the major revenue catalyst for fiscal 2026. A $13 million tranche of the U.S. government's strategic radiation-hardened FPGA program is expected to be recognized during the current fiscal year, with Q4 positioned as a substantial contributor. Investors will be listening for confirmation that this recognition remains on schedule and for any update on additional tranches.

Several other catalysts could shape the outlook. The company is advancing its work on Intel's 18A process technology and has signaled that a follow-on contract could be awarded in Q4. QuickLogic is also pursuing a second-ever eFPGA architectural license and expects additional tape-outs — the finalization of a chip design ready for manufacturing — late in 2026. These milestones matter because they lay the groundwork for revenue growth in 2027 and beyond.

On the cost side, management has raised its full-year non-GAAP operating expense outlook to a range of $13.7 million to $13.9 million, so investors should monitor whether spending stays disciplined even as the company invests in new initiatives. The storefront chiplet program and RadPro development kit demand are also worth tracking, as early orders there could translate into initial storefront revenue in 2027. A sustained path toward non-GAAP profitability and positive cash flow remains the central theme to watch.

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