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What were the key takeaways from GCT Semiconductor’s earnings call?

- **5G Revenue Milestone**: First 5G product revenue recorded in Q3 2025 with 2,500+ units on backlog.
- **Financial Support**: $10.7M debt financing secured to accelerate production.
- **Gross Margin Outlook**: Negative in Q3 2025; expect breakeven adjusted EBITDA in Q3 2026.
- **Supply Chain Focus**: Wafer fab lead times, test capacity, and PCB shortages key risks.

**【CEO Summary Section】**
- Recorded first 5G product revenue in Q3 2025, with 2,500+ units on backlog for Q4 shipments.
- Gogo's 5G network activation planned for late 2025, with successful air-to-ground call demonstration.
- Secured $10.7M debt financing to support production ramp and working capital.

**【CFO Financial Commentary】**
- Q3 2025 net revenue: $0.4M (down 85% YoY) due to 4G LTE inventory write-downs.
- Gross margin negative due to low 5G revenue scale; expect breakeven adjusted EBITDA in Q3 2026.
- R&D expenses down 23% YoY to $3.3M as 5G development completes.

**【Q&A Highlights】**
- Q4 2025 shipments expected to meet 2,500+ unit backlog; ASPs averaging $40+.
- Key supply chain risks: wafer fab lead times, test capacity, and PCB shortages.
- 2026 outlook: 5G chipset volume production, European customer expansion, and EBITDA positivity by Q4 2026.

GCT Semiconductor Holding, Inc. (GCTS) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GCTS

GCTS fundamentals

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