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    John Dillon • D&B Capital

    John Dillon's questions to Vicor Corp (VICR) leadership

    John Dillon's questions to Vicor Corp (VICR) leadership • Q2 2025

    Question

    John Dillon asked for an update on the Gen 5 vertical power delivery timeline for the lead customer, when the product would be available for the general market, and if the lead customer could ship products with the current solution.

    Answer

    CEO Patrizio Vinciarelli and Corporate VP Philip Davies confirmed they are on target with the timeline presented at the shareholder meeting. Vinciarelli stated that significant quantities of the initial '83% solution' have been shipped and progress is being made toward the 100% target. He noted the focus remains entirely on the lead customer before a general market release, though the customer is considering monetizing the platform with the current solution.

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    John Dillon's questions to Vicor Corp (VICR) leadership • Q1 2025

    Question

    John Dillon questioned the production readiness of Vicor's next-generation VPD solutions for its lead customer, the operational status of the new fab, and whether the company still expects a record year.

    Answer

    CEO Patrizio Vinciarelli confirmed he still expects a record year for 2025. He stated they are targeting production for the new VPD solution in the second half of the year, acknowledging the complexity but expressing confidence. He also noted the new fab is progressing well and has ample capacity for future product ramps, though its underutilization is currently a drag on margins.

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    John Dillon's questions to Vicor Corp (VICR) leadership • Q4 2024

    Question

    John Dillon from D&B Capital asked about engagement with major GPU customers on the new Gen 2 VPD technology, inquired about plans for a second factory, and asked about the company's Q4 stock buyback activity.

    Answer

    CEO Patrizio Vinciarelli avoided customer-specifics but confirmed the technology addresses key industry needs, adding that the rollout to broader customers is being carefully staged. He noted plans for a second fab are premature as the first is not yet full. CFO James Schmidt reported minimal stock buybacks in Q4, citing the company's strong cash position and focus on declining capital investments.

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