POWI earnings / call / takeaways
POWI earnings call: key takeaways
What POWI said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 4, 2026·AI-generated from the call transcript and Lician data
- EPS of $0.46 beat the $0.26 consensus (14:18)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.26 | – | – |
| Revenue | $126.0M | – | – |
What changed since last quarter
- Guidance for Q4 revenue was raised to a range of $118 to $126 million (14:18)
- The company expects non-GAAP gross margin for Q4 to be in the range of 55% plus or minus half a point (14:18)
- The CEO highlighted strong design win momentum and long-term opportunities in data center, energy, and automotive markets. (8:43)
Guidance
What analysts pressed on
- - Whether the increase in channel inventory is a sign of broader demand softening " "- How long the elevated channel inventory levels will persist " "- Whether supply chain constraints are impacting demand (20:14)
In their words
We are on track for a record year of GAN revenue and had another strong quarter of design wins
Jennifer Lloyd (3:24)The result is an efficient, self-powered breaker that meets the needs of 800-volt data centers
Jennifer Lloyd (7:08)We are looking at what we can do organically and I think you know you'll hear more
(31:11)
Read the full transcript with the AI summary, or listen on the company's official webcast.
Every past call in full and transcript search come with Lician Pro.
Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.