Earnings summaries and quarterly performance for VICOR.
Executive leadership at VICOR.
Patrizio Vinciarelli
Detailed
Chief Executive Officer
CEO
CT
Claudio Tuozzolo
Detailed
Corporate Vice President and President, Vicor Power Components
JS
James Schmidt
Detailed
Chief Financial Officer, Treasurer, and Corporate Secretary
MM
Michael McNamara
Detailed
Corporate Vice President, General Manager, Operations
PD
Philip Davies
Detailed
Corporate Vice President, Global Sales and Marketing
AG
Alex Gusinov
Corporate Vice President, Engineering, Power Components
AD
Alvaro Doyle
Corporate Vice President and Chief Information Officer
NG
Nancy Grava
Corporate Vice President, Human Resources
QF
Quentin Fendelet
Corporate Vice President and Chief Accounting Officer
RG
Robert Gendron
Corporate Vice President, Product Management and Development
SC
Sean Crilly
Corporate Vice President, Engineering, Power Systems
Board of directors at VICOR.
Research analysts who have asked questions during VICOR earnings calls.
JT
Jonathan Tanwanteng
CJS Securities
4 questions for VICR
Also covers: APG, ATRO, CMCO +15 more
QB
Quinn Bolton
Needham & Company, LLC
4 questions for VICR
Also covers: ALAB, ALGM, AMBA +22 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
4 questions for VICR
Also covers: AEVA, ALAB, AMBA +21 more
DM
Donald McKenna
D.B. McKenna & Company
3 questions for VICR
JL
James Liberman
American Trust Investment Services
3 questions for VICR
Also covers: NANX
JD
John Dillon
D&B Capital
3 questions for VICR
AH
Alan Hicks
Ainsley Capital Management
2 questions for VICR
JG
Jon Gruber
Lagunitas Investments
1 question for VICR
Also covers: APLD
PC
Patrick Connors
Ajax Capital
1 question for VICR
Recent press releases and 8-K filings for VICR.
Vicor Initiates Second ITC Case and Projects Licensing Business Growth
VICR
Legal Proceedings
New Projects/Investments
Guidance Update
- Vicor initiated a second ITC case in early January 2026, focusing on NBM technology, and anticipates its licensing business will approximately double over the next couple of years, with Vertical Power Delivery (VPD) licenses expected to carry substantially higher costs.
- The company is progressing with its 2nd-gen Vertical Power Delivery (VPD) solution, with deliveries to a lead customer escalating and volume design wins for Gen 5 VPD expected to ramp in 2027.
- Vicor's book-to-bill ratio is now well above one, and the company expects its gross margin model to increase from 65% to 70% due to improved fab utilization and the strength of its licensing business.
- The company is actively pursuing a second manufacturing facility and exploring licensed alternate sourcing, with the first fab in Andover getting substantially filled this year.
5 days ago
Vicor Discusses IP Enforcement, New Product Ramps, and Capacity Expansion
VICR
Legal Proceedings
New Projects/Investments
Guidance Update
- Vicor filed a second ITC case in early January 2026, focused on NBM technology, and expects its licensing and royalty business to approximately double over the next couple of years. Licenses for Vertical Power Delivery (VPD) technology are anticipated to carry substantially higher costs.
- The company's Gen 5 (second-generation) VPD solution is on track for a Q1 2026 production launch with a lead customer, with broader production ramps expected in 2027. A 10-kilowatt 800-volt module is also nearing completion for mid-2026.
- Vicor's book-to-bill ratio is well above one, and the company is considering increasing its gross margin model from 65% to 70% due to the strength of its licensing business and improved fab utilization.
- The first chip fab in Andover is substantially filling in 2026, and Vicor is actively pursuing a second U.S.-based facility, with a location potentially secured very soon.
5 days ago
Vicor Discusses IP Enforcement, Gen 5 VPD Production, and Manufacturing Expansion
VICR
Legal Proceedings
Product Launch
New Projects/Investments
- Vicor has initiated a second ITC case in early January 2026 to address ongoing infringement of its NBM technology IP and expects its licensing and royalty business to approximately double over the next couple of years, with Vertical Power Delivery (VPD) technology licenses anticipated to carry substantially higher value.
- The company's second-generation VPD solution is on track for a Q1 2026 production launch with a lead customer, with deliveries escalating rapidly, and further AI processor design wins are anticipated later in 2026 for 2027 ramps.
- Vicor is actively pursuing a second manufacturing facility, with a location expected to be secured very soon, and is also exploring licensed alternate sourcing options to meet growing demand and provide fault tolerance.
- The company's book-to-bill ratio is now well above one, and gross margins are projected to increase from 65% to 70% due to improved fab utilization and the strength of the licensing business.
5 days ago
Vicor Reports Q3 2025 Financial Results and IP Licensing Growth
VICR
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Vicor reported Q3 2025 product revenues and licensing income of $110.4 million, an 18.5% increase year-over-year from Q3 2024, but a 21.7% sequential decrease from Q2 2025, which had benefited from a $45 million patent litigation settlement. The company achieved a consolidated gross profit margin of 57.5% and GAAP-diluted income per share of $0.63.
- The IP licensing business reached a run rate of nearly $90 million per year in Q3 2025, with expectations to grow at approximately 50% annually and potentially double within two years.
- Vicor's second-generation Vertical Power Delivery (VPD) solution for its lead customer is progressing towards a Q1 2026 production launch, with engagements beginning with other hyperscalers and OEMs. Management anticipates 2025 to be a record year for top line, bottom line, and EPS, projecting power revenues alone could exceed $1 billion by filling the fab.
Oct 21, 2025, 9:00 PM
Vicor Corporation Reports Third Quarter 2025 Financial Results
VICR
Earnings
Legal Proceedings
Share Buyback
- Vicor Corporation reported product revenues and licensing income of $110.4 million for the third quarter ended September 30, 2025, an 18.5% increase from the prior year's corresponding period, but a 21.7% sequential decrease from the second quarter of 2025, which included a $45.0 million patent litigation settlement.
- Net income for Q3 2025 was $28.3 million, or $0.63 per diluted share, compared to $11.6 million ($0.26 per diluted share) in Q3 2024 and $41.2 million ($0.91 per diluted share) in Q2 2025.
- Cash and cash equivalents increased 7.0% sequentially to approximately $362.4 million as of September 30, 2025, with cash flow from operations totaling $38.5 million for the quarter.
- The company's backlog for the third quarter ended September 30, 2025, was $152.8 million, representing a 1.5% increase year-over-year but a 1.5% sequential decrease.
Oct 21, 2025, 8:19 PM
Vicor Corporation Reports Q3 2025 Financial Results
VICR
Earnings
Legal Proceedings
Share Buyback
- Vicor Corporation reported product revenues and licensing income of $110.4 million for the third quarter ended September 30, 2025, marking an 18.5% increase from the prior year's corresponding period, though it was a 21.7% sequential decrease from Q2 2025 which included a $45.0 million patent litigation settlement.
- Net income for Q3 2025 was $28.3 million, or $0.63 per diluted share, compared to $11.6 million, or $0.26 per diluted share, for the same period a year ago.
- The company's gross margin for the third quarter of 2025 increased to 57.5% of revenue, up from 49.1% in the corresponding period a year ago.
- Cash flow from operations totaled $38.5 million for the third quarter, and cash and cash equivalents increased 7.0% sequentially to approximately $362.4 million as of September 30, 2025.
- Backlog as of September 30, 2025, was $152.8 million, a 1.5% increase from the prior year but a 1.5% sequential decrease.
Oct 21, 2025, 8:05 PM
Vicor expands IP licensing practice, anticipates significant revenue
VICR
Legal Proceedings
New Projects/Investments
Revenue Acceleration/Inflection
- Vicor Corporation is expanding its Intellectual Property (IP) licensing practice, led by Andrew D’Amico, General Counsel for Intellectual Property.
- A 2025 International Trade Commission (ITC) Limited Exclusion Order (LEO) prohibits the importation of infringing bus converters and computing systems that use Vicor's patented technology.
- This LEO has already secured settlements and licensing agreements, which are expected to contribute nearly $300 million to Vicor’s revenues through 2026.
- In Q3, Vicor's licensing revenues surpassed its quarterly investment in R&D, with R&D representing 18% of revenues.
Oct 20, 2025, 7:50 PM
Quarterly earnings call transcripts for VICOR.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more