Vicor Corporation Q4 2025 Earnings Call Highlights
- Significant Revenue Growth: Vicor reported product revenue of $92.7 million in Q4 2025, representing a 4.5% increase from Q3 and a 15.3% year-over-year growth, indicating strong performance amid rising market demand, with expectations for even higher revenues and profitability in 2026.
- Order and Capacity Improvement: The company achieved a book-to-bill ratio exceeding 1.2 in Q4, with a year-end backlog increasing by 15.8% to $176.9 million, reflecting robust market demand and signaling a significant boost in future capacity utilization.
- Strengthened IP Protection: Vicor is undergoing a second investigation into illegal imports infringing its IP related to power modules and computing systems, underscoring the company's ongoing commitment to enforcing its intellectual property rights to safeguard its market position and technological edge.
- Optimistic Future Outlook: Management anticipates a product revenue run rate approaching $800 million in 2026, reflecting confidence in future market opportunities, while actively engaging customers in capacity reservation agreements to meet the growing supply needs.
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Stock Sale Announcement: Vicor (VICR.US) Director Patrizio Vinciarelli plans to sell 50,000 shares of its common stock on March 25, with an estimated market value of around $9.03 million.
Reduction in Shareholding: Vinciarelli has decreased his shareholding in Vicor by 720.98K shares since December 26, 2025, with a total value of approximately $126.61 million.

Share Sale Announcement: Vicor Corporation's Director, Patrizio Vinciarelli, plans to sell 23,179 shares of its common stock on March 24, with an estimated market value of around $4.01 million.
Reduction in Shareholding: Vinciarelli has decreased his shareholding in Vicor by 697.8K shares since December 26, 2025, amounting to a total value of approximately $122.44 million.

Share Sale Announcement: Patricio Vinciarella intends to sell 44,076 shares of Vicor (VICR.US) common stock on March 20, with an estimated market value of approximately $8.38 million.
Reduction in Shareholding: Vinciarella has reduced his shareholding in Vicor by 700.2K shares since December 22, 2025, with a total value of around $119.09 million.

Stock Sale Announcement: Patricio Vinciarella, the director of Vicor (VICR.US), plans to sell 50,000 shares of its common stock on March 13, with an estimated market value of approximately $8.39 million.
Reduction in Shareholding: Vinciarella has decreased his shareholding in Vicor by 470.2K shares since December 19, 2025, with a total value of around $75.06 million.

Stock Sale Announcement: Eichten, the Director of Vicor (VICR.US), intends to sell 40,587 shares of its common stock.
Market Value: The total market value of the shares being sold is approximately $6.78 million.

Stock Sale Announcement: Patricio Vinciarella, director of Vicor (VICR.US), plans to sell 50,000 shares of its common stock on March 10, with an estimated market value of around $8.5 million.
Reduction in Shareholding: Vinciarella has decreased his shareholding in Vicor by 326.38K shares since December 11, 2025, with a total value of approximately $49.58 million.





