Vicor Corp Stock Price, News & Analysis

Vicor (NASDAQ: VICR) announced an expansion of its IP licensing practice focused on high-density power technologies used in AI, automotive and industrial markets.

Key points: a 2025 International Trade Commission Limited Exclusion Order (LEO) bans importation of infringing bus converters and affected computing systems; settlements and licenses tied to enforcement are expected to contribute nearly $300 million to Vicor revenues through 2026. Vicor said Q3 licensing revenue exceeded its quarterly R&D spend and that R&D is 18% of revenues. Andrew D’Amico will head the enlarged licensing practice.

Vicor (NASDAQ: VICR) will hold its third quarter 2025 earnings conference call and webcast on Tuesday, October 21, 2025 at 5:00 p.m. ET. Prepared remarks covering financial and operational results for the three and nine months ended September 30, 2025 will be followed by Q&A with Patrizio Vinciarelli, CEO; Jim Schmidt, CFO; and Phil Davies, Corporate VP, Global Sales and Marketing.

The third quarter results will be released at the close of the NASDAQ market session on October 21, 2025 via GlobeNewswire and posted on Vicor’s Investor Relations page. Investors who wish to ask questions should register with Notified to receive dial-in details and a unique PIN. A listen-only webcast and a replay will be available on the Investor Relations page.

Vicor Corporation (NASDAQ: VICR) reported strong Q2 2025 financial results with total revenue of $141.0 million, up 64.3% year-over-year. The company achieved a significant net income of $41.2 million ($0.91 per diluted share), compared to a net loss of $1.2 million in Q2 2024.

Key highlights include gross margin improvement to 65.3% from 49.8% year-over-year, strong cash flow from operations of $65.2 million, and cash and equivalents increasing to $338.5 million. The company's backlog stood at $155.2 million, showing a slight 0.9% year-over-year increase.

Management highlighted their success in ITC actions and development of high-performance ChiPs and 2nd gen VPD for AI applications, which are expected to drive future product revenues and fab utilization.

Vicor Corporation (NASDAQ: VICR) has scheduled its second quarter 2025 earnings conference call and webcast for July 22, 2025 at 5:00 p.m. Eastern. The company will release Q2 2025 financial results after market close on the same day.

Key executives participating include CEO Patrizio Vinciarelli, CFO Jim Schmidt, and Corporate VP Phil Davies. The call will feature prepared remarks on financial and operational results for Q2 2025, followed by a Q&A session.

Analysts and investors planning to participate in the Q&A must pre-register through Notified to receive dial-in information. A listen-only webcast option will be available through Vicor's Investor Relations website.

Vicor Corporation (NASDAQ: VICR) reported mixed Q1 2025 financial results. Revenue reached $94.0 million, showing a 12.0% year-over-year increase but a 2.3% sequential decrease. The company's gross margin declined to 47.2% from 53.8% year-over-year.

Notable highlights include:

• Net income improved to $2.5 million ($0.06 per share), compared to a loss of $14.5 million year-over-year
• Cash flow from operations strengthened to $20.1 million
• Cash position increased 6.8% to $296.1 million
• Backlog grew 14.2% year-over-year to $171.7 million

CEO Dr. Patrizio Vinciarelli noted reduced income from a licensee transitioning to new products. The company is developing 2nd generation VPD for AI applications, with an ASIC improving density and bandwidth. Vicor focuses on completing initial delivery of a high-density VPD system to a lead customer before providing demo systems to processor companies and hyper-scalers.

Vicor (NASDAQ: VICR) has scheduled its first quarter 2025 earnings conference call and webcast for Tuesday, April 29, 2025, at 5:00 p.m. (Eastern). The company will release Q1 2025 financial results covering the period ended March 31, 2025, via GlobeNewswire after NASDAQ market close on the same day.

The earnings call will feature prepared remarks on financial and operational performance, followed by a Q&A session with key executives including CEO Patrizio Vinciarelli, CFO Jim Schmidt, and Corporate VP of Global Sales and Marketing Phil Davies. Analysts and investors planning to participate in the Q&A must pre-register through Notified to receive dial-in information and a unique PIN.

A listen-only webcast option will be available through Vicor's Investor Relations webpage, with replay access provided after the call.

Vicor announced its participation at World Congress Experience (WCX) 2025 in Detroit, scheduled for April 8-10. The company will showcase solutions for bi-directional 800V to 48V/12V DC-DC conversion using high-density power modules.

Patrick Kowalyk, Automotive Principal Field Application Engineer for North America, will present on April 8th at 3:30pm, discussing how to 'Optimize High Voltage to SELV Performance While Eliminating a 48V Battery and Super Caps.' The presentation will focus on:

• Easy-to-implement modular solutions for direct-to-load conversion
• Bidirectional, high power density DC-DC converter power modules
• Soft switching topology at frequencies >1.4 MHz

These automotive-grade power modules aim to help engineers address challenges in high voltage power conversion, offering industry-leading power density and scalability through parallel operation.

Vicor (VICR) has unveiled a new family of DCM™ regulated DC-DC converters designed for 48V to 12V power conversion. The newly released DCM3717 and DCM3735 models deliver power outputs ranging from 750W up to 2kW, achieving an industry-leading power density of 5kW/in³. These non-isolated regulated converters are specifically engineered to enhance 48V-centric power delivery networks, offering improved system efficiency and performance. The modules feature scalable design capabilities, allowing parallel configuration for increased power output requirements.

Vicor (NASDAQ: VICR) reported Q4 2024 financial results with revenues of $96.2 million, up 3.8% year-over-year and 3.2% sequentially. Gross margin improved to 52.4%, with net income reaching $10.2 million ($0.23 per diluted share). For the full year 2024, revenues decreased 11.4% to $359.1 million, while net income declined to $6.1 million ($0.14 per diluted share) from $53.6 million in 2023.

The company's backlog stood at $155.5 million, showing a 3.3% sequential increase but a 3.3% year-over-year decrease. Cash and cash equivalents increased to $277.3 million. The company noted that development of their 2nd generation high-density VPD for AI applications has taken longer than expected, but aims to enable AI processors to set new standards for performance and power system efficiency.