Vicor $VICR.US reported Great Q3 2026 Earnings
Revenue: $197.11 M vs. $187.02 expected, up 78.51% YoY ✅
EPS: $1.33 vs. $1.24 expected, up 111.11% YoY ✅
Royalty revenue surged to $66.6 million (up 119.1% sequentially) as AI original equipment manufacturers (OEMs) and hyperscalers signed licenses for Vicor's Vertical Power Delivery (VPD) technology.
Backlog increased 166% YoY to $406 million, with book-to-bill remaining above 1.0, demonstrating that end-market demand is outpacing current production.
The stock is up 210% over the past year 📈
#EarningsSeason
Revenue: $197.11 M vs. $187.02 expected, up 78.51% YoY ✅
EPS: $1.33 vs. $1.24 expected, up 111.11% YoY ✅
Royalty revenue surged to $66.6 million (up 119.1% sequentially) as AI original equipment manufacturers (OEMs) and hyperscalers signed licenses for Vicor's Vertical Power Delivery (VPD) technology.
Backlog increased 166% YoY to $406 million, with book-to-bill remaining above 1.0, demonstrating that end-market demand is outpacing current production.
The stock is up 210% over the past year 📈
#EarningsSeason