Data I/O Corporation (DAIO) Q4 2025 Earnings Call Transcript

Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

Overview

The earnings call summary presents a mixed picture. Financial performance shows positive growth with increased revenue, margins, and net income. However, the lack of concrete product development updates and the presence of significant risks like geopolitical events and supply chain issues temper optimism. The absence of shareholder return discussion and unclear management responses in the Q&A further add uncertainty. Considering these factors, the overall sentiment is neutral, as positive financial results are offset by potential risks and uncertainties.

Key Financial Performance

Revenue $8.5 million, a 12% increase year-over-year, driven by strong demand in the automotive and semiconductor sectors.

Gross Margin 58%, up from 55% last year, attributed to improved operational efficiencies and favorable product mix.

Operating Expenses $3.2 million, a 5% increase year-over-year, due to higher R&D investments and marketing expenses.

Net Income $1.1 million, a 22% increase year-over-year, primarily due to higher revenue and improved margins.

Cash Flow from Operations $2.4 million, a 15% increase year-over-year, reflecting strong collections and operational performance.

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Operating Highlights

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Risk or Challenges

Global and geopolitical events: Uncertainties related to global and geopolitical events could adversely impact the company's operations and financial performance.

International tariff and trade regulations: Potential challenges from international tariff and trade regulations may affect the company's ability to operate efficiently in global markets.

Order levels and industry activity: Fluctuations in order levels and the activity level of the automotive and semiconductor industries could impact revenue generation.

Timing of product deliveries and installations: Delays in product deliveries and installations may hinder the company's ability to record revenues on time.

Market acceptance of new products: Uncertainty around market acceptance of new products could affect the company's growth and strategic objectives.

Economic conditions and market demand: Changes in economic conditions and market demand may pose risks to the company's financial stability.

Part shortages: Part shortages could disrupt the supply chain and impact production and delivery schedules.

Competitive pricing and activities: Pricing pressures and competitive activities may challenge the company's market position and profitability.

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Guidance & Outlook

Product Releases: Statements made in this conference call concerning future events, results from operations, financial position, markets, economic conditions, supply chain expectations, estimated impact of tax and other regulatory reform, product releases, new industry participants and any other statements that may be construed as a prediction of future performance or events are forward-looking statements, which involve known and unknown risks, uncertainties and other factors, which may cause actual results to differ materially from those expressed or implied in such statements.

Forward-looking Statements: Statements made in this conference call concerning future events, results from operations, financial position, markets, economic conditions, supply chain expectations, estimated impact of tax and other regulatory reform, product releases, new industry participants and any other statements that may be construed as a prediction of future performance or events are forward-looking statements, which involve known and unknown risks, uncertainties and other factors, which may cause actual results to differ materially from those expressed or implied in such statements.

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Shareholder Return Plan

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Key Q&A

Q:Review of Unclear Management Responses

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Earnings Word Cloud

The most frequently occurring keywords in this quarter's earning call

DAIO Transcript

Data I/O Corporation (DAIO) Q4 2025 Earnings Call Transcript

Unknown2-26

Data I/O Corporation (DAIO) Q3 2025 Earnings Call Transcript

Unknown10-30

The earnings call presents a mixed outlook. While there is positive feedback on product development and strong growth in the Asian EV market, financial metrics show increased losses and reduced cash balance. The cautious stance on global trade and unclear details on partnerships may concern investors. However, optimistic guidance on product launches and margin improvement efforts balance the sentiment. Without a market cap, it's challenging to gauge stock sensitivity, but overall, the mixed signals suggest a neutral stock price movement in the short term.

Data I/O Corporation (DAIO) Q2 2025 Earnings Call Transcript

Positive7-24

The earnings call summary shows revenue growth, improved net loss, and strategic partnerships in progress. Despite some financial challenges, the Q&A reveals proactive measures to improve margins and expand into new markets. The optimistic guidance, strategic investments, and strong bookings growth suggest a positive stock price movement, likely within the 2% to 8% range.

Data I/O Corporation (NASDAQ:DAIO) Q1 2025 Earnings Call Transcript

Unknown4-29

The earnings call highlights several challenges: a significant decline in Asian revenue, supply chain issues, economic headwinds, and competitive pressures. The lack of a share buyback program and unclear guidance on expense reductions further dampen sentiment. Despite some positive financial metrics, such as improved revenue and reduced losses, the overall outlook remains negative due to ongoing uncertainties and management's vague responses during the Q&A session.

DAIO Report

Frequently Asked Questions

Where does this earnings call transcript come from?

All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.

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No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.

Why do some answers appear as “Unclear” or “Inaudible”?

When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.

Who creates the AI Summary and Key Q&A highlights shown above the transcript?

They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.