Quicklogic Corp.

Semiconductors • Technology • San Jose, CA, United States • QUIK (NCM)

408 990 4000 2220 Lundy Avenue, San Jose, CA 95131, United States

Quarter: Q4 2025 Reported: November 12, 2025 Sentiment: Neutral

QuickLogic Corporation operates as a fabless semiconductor company. The company offers embedded FPGA intellectual property, low power, multicore semiconductor system-on-chips, discrete FPGAs, and AI software; and end-to-end artificial intelligence/machine learning solution with accurate sensor algorithms using AI technology. It also provides various products, such as software tools, and eFPGA IP enables the practical and efficient field programmability for aerospace and defense, consumer/industrial IoT, and consumer electronics markets. In addition, the company engages in the eFPGA IP Licensing business and associated professional services, consisting of development and integration of eFPGA technology into custom semiconductor solutions. Further, the company offers silicon products, such as EOS, QuickAI, ArcticLink III, PolarPro 3, PolarPro II, PolarPro, and Eclipse II products; Software as a Service (SaaS) subscriptions; and PASIC 3 and QuickRAM, as well as programming hardware and design software services. The company markets and sells its products to defense industrial base contractors, the U.S. government entities, system OEMs, and fabless semiconductor companies through a network of sales managers and distributors in North America, Europe, and the Asia Pacific. QuickLogic Corporation was founded in 1988 and is headquartered in San Jose, California.

Analysis Summary

The provided document is an 8-K filing by QuickLogic Corporation (QUIK) dated November 11, 2025, announcing the release of its financial results for the fiscal third quarter ended September 28, 2025. This filing serves primarily to incorporate by reference the press release (Exhibit 99.1) and the full conference call transcript (Exhibit 99.2), where the detailed financial performance, strategic initiatives, and management commentary would be found.

**Financial Performance Breakdown:** The 8-K explicitly states that the press release and transcript contain the financial results, including GAAP and non-GAAP measures, but these details are not present within the provided text. Therefore, a breakdown of revenue, earnings, EPS, or growth rates cannot be generated from this document.

**Strategic Initiatives and Business Segment Analysis:** Similarly, information regarding specific strategic initiatives, business segment performance, or new developments discussed during the earnings call is not included in this 8-K filing. The document only confirms that a call was held and a transcript exists.

**Management Commentary and Forward Guidance:** The 8-K references the existence of management commentary and forward-looking statements within the exhibits, but the actual content, including any specific guidance for the next quarter or full year, is absent from the provided text.

**Competitive Positioning and Market Trends:** No information regarding QuickLogic's competitive positioning, market trends, or specific industry insights was available in the provided 8-K.

**Risk Factors and Concerns Raised:** The 8-K includes standard 'safe harbor' language regarding forward-looking statements and a disclaimer about the accuracy of the transcript. However, specific risk factors or concerns raised by management or analysts during the call are not detailed in this filing.

**Analyst Q&A Highlights:** As the actual transcript content is not provided, no highlights from the analyst Q&A session can be extracted.

Key Highlights

• QuickLogic Corporation announced its fiscal Q3 2025 financial results on November 11, 2025.
• The company issued a press release and held a conference call to discuss the results.
• An 8-K filing was made to formally report the event and incorporate the press release and call transcript as exhibits.
• The 8-K indicates that non-GAAP financial information was discussed.
• Full financial details and commentary are contained in the referenced Exhibit 99.1 (press release) and Exhibit 99.2 (transcript), which are not provided in this document.

Financial Metrics

eps

N/A

YoY: N/A

revenue

N/A N/A

YoY: N/A

guidance

net income

N/A N/A

YoY: N/A

Stock Performance (90 Days)

Data through Dec 29, 2025

Layoff Events

Earnings Calls

Positive Signals

• N/A - Specific indicators cannot be extracted from the provided 8-K filing, which only references the earnings call details.

Risks & Concerns

— N/A - Specific risk factors discussed during the earnings call are not present in this 8-K filing.
— General 'safe harbor' language for forward-looking statements is included.
— Disclaimer regarding potential material errors, omissions, or inaccuracies in the textual representation of the audio recording (transcript).