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Research Analyst at D&B Capital
John Dillon is an analyst at D&B Capital, holding a specialized position focused on market and equity research within the financial services sector. He provides coverage on a curated list of public companies, delivering actionable insights and investment recommendations based on in-depth performance analytics. Known for his data-driven approach, Dillon has built a track record of success highlighted by strong stock selection metrics and consistently outperforming sector benchmarks on widely used analyst ranking platforms. Since joining D&B Capital, Dillon has leveraged experience gained at previous leading investment firms and maintains industry-recognized credentials including securities licenses and FINRA registrations.
John Dillon of D&B Capital asked for an update on bookings performance halfway through the current quarter (Q1).
VP of Global Sales and Marketing Phil Davies stated that the book-to-bill ratio was over 1.2x in Q4 2025 and is already above that in Q1 2026.
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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.
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 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.
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 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.
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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