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    Alan Hicks • Ainsley Capital Management

    Alan Hicks's questions to Vicor Corp (VICR) leadership

    Alan Hicks's questions to Vicor Corp (VICR) leadership • Q1 2025

    Question

    Alan Hicks sought to clarify the dynamics between declining royalty income and growing Advanced Products sales, the status of the ITC case, and the outlook for the Brick Products business.

    Answer

    CFO Jim Schmidt confirmed a new licensee was signed in Q1, while CEO Patrizio Vinciarelli explained an existing licensee transitioned to a new, unlicensed product platform. Vinciarelli expressed confidence in future growth for both product sales and licensing income and noted the ITC exclusion order is now in effect. Schmidt characterized the Brick Products business as stable.

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    Alan Hicks's questions to Vicor Corp (VICR) leadership • Q3 2024

    Question

    Alan Hicks of Ainsley Capital Management sought clarification on the Q3 revenue mix between product sales and royalties within the Advanced Products segment. He also asked if all Advanced Products are now made in the new fab, its operational status, and for more detail on Vicor's unique converter-housed-in-package (ChiP) technology.

    Answer

    CFO Jim Schmidt confirmed that royalty revenue increased sequentially and that this was included in the Advanced Products total. CEO Patrizio Vinciarelli affirmed that all Advanced Products are produced in the new factory, which he described as the world's first foundry for power components. He highlighted benefits like shorter cycle times and scalability and stressed that the ChiP technology is unique, protected by IP, and fundamentally different and more scalable than legacy 'brick' products.

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