Movellus Partners with QuickLogic for High-Performance Clocking Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy QUIK?
Movellus announced that its high-performance clocking technology has been selected for QuickLogic Corporation's Strategic Radiation Hardened, SRH, FPGA program. This partnership marks a significant step forward in securing the domestic supply chain for highly reliable, programmable logic in the world's most demanding strategic environments. "Our partnership with Movellus is a key component in the successful execution of our Strategic Radiation Hardened FPGA program," said Brian Faith, President and CEO of QuickLogic. "This integration will support our broader objective of providing the defense and aerospace industries with a robust, domestically sourced and fabricated programmable logic platform that meets the rigorous demands of strategic-grade applications."
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Analyst Views on QUIK
Wall Street analysts forecast QUIK stock price to fall
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 8.570
Low
5.95
Averages
7.98
High
10.00
Current: 8.570
Low
5.95
Averages
7.98
High
10.00
About QUIK
QuickLogic Corporation is a semiconductor company that develops embedded FPGA (eFPGA) intellectual property (IP), discrete FPGAs, and FPGA system-on-chips (SoCs) for a variety of industrial, aerospace and defense, edge, and endpoint artificial intelligence (AI), consumer, and computing applications. Its products include eFPGA IP Licensing business and associated professional services, consisting of the development and integration of eFPGA technology into custom semiconductor solutions. Its silicon products consist of EOS, QuickAI, ArcticLink III, PolarPro3, PolarPro II, PolarPro, and others. Its new products category includes its artificial intelligence/machine learning (AI/ML) Software Platform from its subsidiary company, SensiML, which includes Software-as-a-Service (SaaS) subscriptions for development when deployed in production, and proof-of-concept services. Its mature products include FPGA families named PASIC3 and QuickRAM, as well as programming hardware and design software.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Movellus Partners with QuickLogic to Advance FPGA Program
- Strategic Partnership: Movellus' high-performance clocking technology has been selected by QuickLogic for its Strategic Radiation Hardened FPGA program, marking a significant advancement in securing the domestic supply chain for reliable programmable logic in the world's most demanding environments.
- Industry Demand: QuickLogic's CEO Brian Faith stated that this collaboration is a key component in the successful execution of the FPGA program, aimed at providing the defense and aerospace industries with a robust, domestically sourced programmable logic platform that meets the rigorous demands of strategic-grade applications.
- Technological Importance: Movellus CEO Mo Faisal emphasized that the partnership with QuickLogic underscores the importance of resilient IP for high reliability, mission-critical applications, ensuring that next-generation defense, aerospace, and space systems have the robust clocking foundation necessary to maintain performance and reliability.
- Company Background: Movellus focuses on providing critical power and performance optimization technology integrated into various applications, ranging from edge AI devices to performance-centric cloud datacenter compute and networking, showcasing its broad potential in high-performance computing.
See More
QuickLogic to Exhibit at GOMACTech 2026 Conference
- Exhibition Schedule: QuickLogic will participate in the GOMACTech Conference 2026 from March 9 to 12 at the Morial Convention Center in New Orleans, with exhibit hours on March 10 from 12 PM to 8 PM and March 11 from 9 AM to 4 PM, expected to attract numerous industry professionals.
- Technology Showcase: The company will highlight its embedded FPGA technology at the conference, emphasizing its ability to provide adaptable functionality and reduce redesign risks in advanced semiconductor platforms, aiming to attract clients interested in high-performance computing and industrial applications.
- Poster Presentation: QuickLogic will conduct a technical poster presentation on March 12 from 10:30 AM to 12:00 PM, titled “Enabling Flexible Heterogeneous Integration with an eFPGA Chiplet,” presented by Field Applications Engineer Trey Peterson, showcasing its technological innovations in the FPGA space.
- Company Overview: QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions, combining cutting-edge technology with open-source tools to deliver highly customizable, low-power solutions for aerospace, defense, industrial, and consumer markets.
See More
QuickLogic to Exhibit at GOMACTech 2026 Conference
- Exhibition Schedule: QuickLogic will participate in the GOMACTech Conference from March 9 to 12, 2026, at the Morial Convention Center in New Orleans, with exhibit hours on March 10 from 12 PM to 8 PM and March 11 from 9 AM to 4 PM, expected to attract numerous industry professionals.
- Technical Presentation: The company will deliver a technical poster presentation titled “Enabling Flexible Heterogeneous Integration with an eFPGA Chiplet on Intel® 18A,” presented by Field Applications Engineer Trey Peterson on March 12 from 10:30 AM to 12:00 PM, showcasing its application potential in advanced semiconductor platforms.
- Market Positioning and Advantages: QuickLogic specializes in embedded FPGA (eFPGA) and chiplet solutions, leveraging cutting-edge technology and open-source tools to provide highly customizable, low-power solutions aimed at aerospace, defense, industrial, computing, and consumer markets, enhancing its competitive edge.
- Customer Engagement Opportunity: During the conference, QuickLogic invites attendees to visit its exhibit to learn how embedded FPGA technology can offer adaptable functionality and reduce redesign risks in advanced semiconductor platforms, thereby driving customer interest and demand for its products.
See More
QuickLogic Q4 2025 Earnings Call Insights
- Revenue Guidance Adjustment: CEO Brian C. Faith highlighted that contract delays led to lower-than-expected 2025 revenue, yet a forecast of nearly 50% sequential growth in Q1 2026 indicates the company's potential and confidence in market recovery.
- Government Contract Progress: The company secured a $13 million U.S. government contract, with revenue recognition starting in Q1, providing a stable foundation for future revenue growth and enhancing its market position in the defense sector.
- Product Development and Market Expansion: QuickLogic successfully delivered an SRH FPGA test chip, becoming the only U.S. manufacturer to meet radiation hardness requirements, which is expected to drive market expansion in high-density FPGA applications and enhance competitive positioning.
- Financial Performance and Outlook: Total revenue for Q4 was $3.7 million, down 35% year-over-year but up 84% quarter-over-quarter, with expectations of 50%-100% revenue growth in 2026, reflecting a positive outlook on new and mature product revenues.
See More
QuickLogic (QUIK) Q4 2025 Earnings Call Transcript
See More
QuickLogic Q4 Earnings Report Analysis
- Earnings Miss: QuickLogic reported a Q4 non-GAAP EPS of -$0.17, missing expectations by $0.06, indicating challenges in profitability that could undermine investor confidence.
- Revenue Decline: The company posted revenue of $3.73 million, down 34.6% year-over-year, although it beat market expectations by $0.21 million; however, the ongoing revenue decline may pressure future growth prospects.
- Stock Price Reaction: QuickLogic's shares fell 3.72% in after-hours trading, reflecting a negative market reaction to the earnings report, which may lead investors to reassess their strategies.
- Uncertain Outlook: While analysts suggest that storefront revenue could drive multiple expansions, the current financial performance and market response indicate that attention must remain on the recovery of profitability in the short term.
See More
Movellus Partners with QuickLogic to Advance FPGA Program
- Strategic Partnership: Movellus' high-performance clocking technology has been selected by QuickLogic for its Strategic Radiation Hardened FPGA program, marking a significant advancement in securing the domestic supply chain for reliable programmable logic in the world's most demanding environments.
- Industry Demand: QuickLogic's CEO Brian Faith stated that this collaboration is a key component in the successful execution of the FPGA program, aimed at providing the defense and aerospace industries with a robust, domestically sourced programmable logic platform that meets the rigorous demands of strategic-grade applications.
- Technological Importance: Movellus CEO Mo Faisal emphasized that the partnership with QuickLogic underscores the importance of resilient IP for high reliability, mission-critical applications, ensuring that next-generation defense, aerospace, and space systems have the robust clocking foundation necessary to maintain performance and reliability.
- Company Background: Movellus focuses on providing critical power and performance optimization technology integrated into various applications, ranging from edge AI devices to performance-centric cloud datacenter compute and networking, showcasing its broad potential in high-performance computing.
See More
QuickLogic to Exhibit at GOMACTech 2026 Conference
- Exhibition Schedule: QuickLogic will participate in the GOMACTech Conference 2026 from March 9 to 12 at the Morial Convention Center in New Orleans, with exhibit hours on March 10 from 12 PM to 8 PM and March 11 from 9 AM to 4 PM, expected to attract numerous industry professionals.
- Technology Showcase: The company will highlight its embedded FPGA technology at the conference, emphasizing its ability to provide adaptable functionality and reduce redesign risks in advanced semiconductor platforms, aiming to attract clients interested in high-performance computing and industrial applications.
- Poster Presentation: QuickLogic will conduct a technical poster presentation on March 12 from 10:30 AM to 12:00 PM, titled “Enabling Flexible Heterogeneous Integration with an eFPGA Chiplet,” presented by Field Applications Engineer Trey Peterson, showcasing its technological innovations in the FPGA space.
- Company Overview: QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions, combining cutting-edge technology with open-source tools to deliver highly customizable, low-power solutions for aerospace, defense, industrial, and consumer markets.
See More
QuickLogic to Exhibit at GOMACTech 2026 Conference
- Exhibition Schedule: QuickLogic will participate in the GOMACTech Conference from March 9 to 12, 2026, at the Morial Convention Center in New Orleans, with exhibit hours on March 10 from 12 PM to 8 PM and March 11 from 9 AM to 4 PM, expected to attract numerous industry professionals.
- Technical Presentation: The company will deliver a technical poster presentation titled “Enabling Flexible Heterogeneous Integration with an eFPGA Chiplet on Intel® 18A,” presented by Field Applications Engineer Trey Peterson on March 12 from 10:30 AM to 12:00 PM, showcasing its application potential in advanced semiconductor platforms.
- Market Positioning and Advantages: QuickLogic specializes in embedded FPGA (eFPGA) and chiplet solutions, leveraging cutting-edge technology and open-source tools to provide highly customizable, low-power solutions aimed at aerospace, defense, industrial, computing, and consumer markets, enhancing its competitive edge.
- Customer Engagement Opportunity: During the conference, QuickLogic invites attendees to visit its exhibit to learn how embedded FPGA technology can offer adaptable functionality and reduce redesign risks in advanced semiconductor platforms, thereby driving customer interest and demand for its products.
See More
QuickLogic Q4 2025 Earnings Call Insights
- Revenue Guidance Adjustment: CEO Brian C. Faith highlighted that contract delays led to lower-than-expected 2025 revenue, yet a forecast of nearly 50% sequential growth in Q1 2026 indicates the company's potential and confidence in market recovery.
- Government Contract Progress: The company secured a $13 million U.S. government contract, with revenue recognition starting in Q1, providing a stable foundation for future revenue growth and enhancing its market position in the defense sector.
- Product Development and Market Expansion: QuickLogic successfully delivered an SRH FPGA test chip, becoming the only U.S. manufacturer to meet radiation hardness requirements, which is expected to drive market expansion in high-density FPGA applications and enhance competitive positioning.
- Financial Performance and Outlook: Total revenue for Q4 was $3.7 million, down 35% year-over-year but up 84% quarter-over-quarter, with expectations of 50%-100% revenue growth in 2026, reflecting a positive outlook on new and mature product revenues.
See More
QuickLogic (QUIK) Q4 2025 Earnings Call Transcript
See More
QuickLogic Q4 Earnings Report Analysis
- Earnings Miss: QuickLogic reported a Q4 non-GAAP EPS of -$0.17, missing expectations by $0.06, indicating challenges in profitability that could undermine investor confidence.
- Revenue Decline: The company posted revenue of $3.73 million, down 34.6% year-over-year, although it beat market expectations by $0.21 million; however, the ongoing revenue decline may pressure future growth prospects.
- Stock Price Reaction: QuickLogic's shares fell 3.72% in after-hours trading, reflecting a negative market reaction to the earnings report, which may lead investors to reassess their strategies.
- Uncertain Outlook: While analysts suggest that storefront revenue could drive multiple expansions, the current financial performance and market response indicate that attention must remain on the recovery of profitability in the short term.
See More
