Sign in

    James Liberman • American Trust Investment Services

    James Liberman's questions to Vicor Corp (VICR) leadership

    James Liberman's questions to Vicor Corp (VICR) leadership • Q2 2025

    Question

    James Liberman requested more color on the outlook for Vicor's automotive business, particularly regarding recent customer audits and market development.

    Answer

    Corporate VP Philip Davies described the automotive market entry as a 'hard slog' requiring a gradual ramp, starting with lower-volume programs. He confirmed Vicor is passing critical audit phases with European and ASEAN OEMs, which is a key step. Davies noted that while activity is exciting, significant revenue contribution from automotive is still further out, likely in the 2029-2030 timeframe.

    Ask Fintool Equity Research AI

    James Liberman's questions to Vicor Corp (VICR) leadership • Q1 2025

    Question

    James Liberman asked about the status, timeline, and process of Vicor's appeal to the Federal Circuit concerning the Foxconn license.

    Answer

    CEO Patrizio Vinciarelli expressed strong confidence in Vicor's position in the appeal, noting that both an administrative law judge and a district court judge had previously found that Foxconn has no license. He stated the company believes the commission's contrary finding can be overcome and also downplayed the issue's long-term impact, as it relates to only one patent within Vicor's extensive portfolio.

    Ask Fintool Equity Research AI