Welcome to our dedicated page for Vicor news (Ticker: VICR), a resource for investors and traders seeking the latest updates and insights on Vicor stock.
Vicor Corporation designs, develops, manufactures, and markets modular power components and complete power systems based on patented technologies. Its power products serve OEM, ODM, contract-manufacturer, and other users in enterprise and high performance computing, industrial equipment and automation, telecommunications and network infrastructure, vehicles and transportation, and aerospace and defense electronics.
Company news centers on quarterly operating results, product and royalty revenue, licensing income, IP licensing for high-density power system technology, and demand across high-performance compute, automatic test equipment, industrial, aerospace, and defense applications. Updates also discuss CHiP manufacturing capacity, Vertical Power Delivery technology, and participation in investor conferences.
Vicor Corporation (VICR) raised its Q3 2026 sequential revenue growth guidance on September 21, 2026, from nearly 10% to more than 20%.
The company attributes the higher outlook to expected royalties from a recently announced non-exclusive license to its Vertical Power Delivery (VPD) technology. CEO Patrizio Vinciarelli said that four leading companies among OEMs and hyperscalers have secured licenses to Vicor power system technology. The company characterizes this licensing activity as supporting scalability in an ecosystem that requires multi-source supply chains and expanding market opportunities for users of its patented power solutions.
Vicor (VICR) has granted a non-exclusive license allowing a new OEM to procure Vertical Power Delivery (VPD) modules covered by Vicor patents from unlicensed suppliers.
VPD powers high-performance AI compute and network processors at high current density from low-voltage sources using a multi-cell converter and VPD network, avoiding the “last inch problem” of Lateral Power Delivery. Licensees can source VPD solutions from global suppliers using stacked multi-cell VRs or IVRs, or from Vicor’s own high current density MCM™ current multipliers manufactured as ChiPs™. The licensing practice is described as offering multi-source flexibility, supply chain redundancy and scalability, with lower royalty rates for early adopters.
Vicor (VICR) is acquiring a 334,000 square foot building on 66 acres in Merrimack, New Hampshire and 54 acres of land in Hooksett, New Hampshire to develop additional ChiP power module fabrication facilities.
The two New Hampshire sites are planned to host ChiP Fab-2 and Fab-3 with a combined footprint of nearly one million square feet, expanding total manufacturing capacity beyond that of ChiP Fab-1 in Andover, Massachusetts, which was built to 320,000 square feet on 16 acres and is approaching full utilization. The company gives a one-year lead time to initial deployment for ChiP Fab-2, aiming to provide scalable supply for OEMs and hyperscalers using advanced AI hardware.
Vicor states that, with its Vertical Power Delivery intellectual property, it can meet performance needs in AI systems constrained by traditional multi-phase Voltage Regulators and Integrated Voltage Regulators, and that expanded U.S.-based capacity and licensing are intended to improve predictability, performance, and supply-chain resilience for the AI hardware ecosystem.
Vicor (NASDAQ: VICR) reported Q2 2026 total product and royalty revenue of $143.4 million, up 26.9% sequentially from $113.0 million and compared with $96.0 million in net revenues plus a $45.0 million patent litigation settlement a year earlier. Gross margin was $83.1 million, or 58.0% of revenue, versus $62.4 million (55.2%) in Q1 2026 and $92.1 million (65.3%) including the prior-year settlement.
Operating expenses were $48.2 million, up from $45.5 million in Q1 and $46.7 million a year ago. Net income was $49.8 million, or $1.04 diluted EPS, versus $20.7 million ($0.44) in Q1 and $41.2 million ($0.91) a year earlier. Operating cash flow was $34.0 million, compared with $(3.9) million in Q1 and $65.2 million a year ago. Cash and equivalents rose to $453.6 million, and backlog increased to $380 million, up 26% sequentially and 145% year over year.
Vicor (NASDAQ: VICR) will hold its second quarter 2026 earnings conference call and webcast on Tuesday, July 21, 2026 at 8:00 a.m. Eastern. Financial results for the quarter will be released at 7:00 a.m. Eastern and posted on Vicor’s investor relations website.
The call will feature prepared remarks on financial and operational results for the three and six months ended June 30, 2026, followed by Q&A with senior leadership. Investors can register via Notified for dial-in access or join via webcast, with a replay later available online.
Vicor (VICR) revised its Q2 2026 revenue guidance, raising the forecast from $126 million to $142 million. The change is attributed to rising product revenues and royalties from an additional OEM licensee of its patented power system technology, including Factorized Power and Vertical Power Delivery architectures.
Vicor (NASDAQ: VICR) reported Q1 2026 results: net revenue $113.0M (+20.2% YoY, +5.3% sequential), gross margin $62.4M (55.2% of revenue), and net income $20.7M ($0.44 diluted). Backlog rose to $301M (+75% YoY, +70% sequential). Cash was approximately $404.2M at quarter end. Operating expenses increased to $45.5M. Cash used in operations was $(3.9)M, including a $28.6M litigation payment. Capital expenditures were $12.4M; company plans capacity expansion and potential second fab.
Vicor (NASDAQ: VICR) will hold its Q1 2026 earnings conference call and webcast on April 21, 2026 at 8:00 a.m. ET, with financial results released at 7:00 a.m. ET. Prepared remarks and a Q&A with CEO Patrizio Vinciarelli and CFO Jim Schmidt will follow.
Registration via Notified is required for live Q&A participation; a listen-only webcast and replay will be available on Vicor's Investor Relations page.
Vicor (NASDAQ: VICR) reported Q4 2025 product revenue of $92.7M (up 15.3% YoY) and total Q4 revenue of $107.3M. Q4 net income was $46.5M ($1.01 diluted). Full-year 2025 net income was $118.6M ($2.61), helped by a $45M patent litigation settlement. Cash and equivalents were $402.8M and backlog rose to $176.9M. Management expects record product and licensing revenue in 2026 and plans capacity expansion including a second fab.
Vicor Corporation (NASDAQ: VICR) will hold its fourth quarter 2025 earnings conference call and webcast on February 19, 2026 at 5:00 p.m. ET.
Prepared remarks covering results for the three and twelve months ended December 31, 2025 will be followed by Q&A with CEO Patrizio Vinciarelli, CFO Jim Schmidt, and Phil Davies. A press release and financial summary will be posted on Vicor's Investor Relations page after the NASDAQ close.