SemiLEDs Reports Second Quarter Fiscal Year 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 10 2025
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Should l Buy LEDS?
Source: Yahoo Finance
Financial Performance: SemiLEDs Corporation reported a significant increase in revenue for the second quarter of fiscal 2025, reaching $10.9 million compared to $1.3 million in the previous quarter, and achieved a net income of $388 thousand, reversing a loss from the first quarter.
Operational Insights: The company's gross margin decreased to 9% from 21%, while operating margin improved to 1% from negative 52%. Cash and cash equivalents also rose to $2.4 million by the end of February 2025.
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About LEDS
SemiLEDs Corp is a Taiwan-based company mainly engaged in the development, manufacture and sale of light emitting diode (LED) chips and LED components, LED modules and systems. The Company’s products are used for general lighting and specialty industrial applications, including ultraviolet, curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices LED lighting for horticulture applications, architectural lighting and entertainment lighting.
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.
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- Wider Loss: The company posted a net loss of $742,000 or 9 cents per diluted share, which is an increase from the $1.2 million loss in the same quarter last year, highlighting challenges in cost management.
- Gross Margin Decline: Gross margin fell to 1% from 2% in the previous quarter, while operating margin widened to negative 39%, indicating ongoing pressure on profitability that could affect investor confidence.
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- Wider Loss: The company posted a net loss of $742,000 or 9 cents per diluted share, which is an increase from the $1.2 million loss in the same quarter last year, highlighting challenges in cost management.
- Gross Margin Decline: Gross margin fell to 1% from 2% in the previous quarter, while operating margin widened to negative 39%, indicating ongoing pressure on profitability that could affect investor confidence.
- Market Performance: Despite cautious overall market sentiment, SemiLEDs shares surged 13.99% in premarket trading to $2.20, reflecting short-term investor interest, though long-term prospects remain uncertain.
See More
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- Robotaxi Booking Enhancement: WeRide's integration with Tencent's WeChat for seamless robotaxi bookings has led to a 1.6% stock increase, enhancing user experience for residents and visitors in Guangzhou and Beijing, thereby improving market competitiveness.
- Intel Stock Surge: Intel shares rose 3.4% after KeyBanc upgraded its rating from Sector Weight to Overweight, indicating increased market confidence in the chipmaker's manufacturing advancements and growing demand from AI data centers, which may drive future earnings growth.
- SemiLEDs Financial Challenges: Despite a 9% stock increase, SemiLEDs reported only $2.6 million in revenue for Q1 FY2026, a significant drop from $13.2 million in Q4 FY2025, highlighting financial challenges that could impact long-term growth prospects.
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See More
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- Significant Revenue Decline: SemiLEDs reported revenue of $2.6 million for Q1 FY2026, an 80% drop from $13.2 million in Q4 FY2025, indicating increased pressure in market competition.
- Reduced Net Loss: Despite the revenue decline, SemiLEDs' net loss decreased from $1.194 million in Q4 FY2025 to $742,000, suggesting improvements in cost control measures.
- Slight Gross Margin Decline: The GAAP gross margin for Q1 fell to 1%, down from 2% in the previous quarter, reflecting ongoing challenges in profitability.
- Improved Cash Position: As of November 30, 2025, SemiLEDs' cash and cash equivalents rose to $2.89 million, up from $2.593 million at the end of Q4 FY2025, indicating positive progress in liquidity management.
See More
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- Revenue Decline: SemiLEDs reported Q1 2026 revenue of $2.6 million, an 80% drop from $13.2 million in Q4 2025, indicating weak demand in the LED market that could impact future cash flow and investment capacity.
- Net Loss Improvement: The net loss for Q1 was $742,000 (loss of $0.09 per share), an improvement from $1.2 million (loss of $0.15 per share) in the previous quarter, reflecting the company's efforts in cost control, though ongoing losses may affect shareholder confidence.
- Gross Margin Decline: The GAAP gross margin for Q1 decreased to 1% from 2% in Q4, indicating challenges in production cost management that could affect long-term profitability and market competitiveness.
- Stable Cash Position: As of November 30, 2025, SemiLEDs had cash and cash equivalents of $2.89 million, up from $2.6 million at the end of Q4 2025, demonstrating stability in liquidity management despite the need for overall financial performance improvement.
See More
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- Revenue Decline: SemiLEDs reported fourth-quarter revenue of $13.2 million, a 25% decrease from $17.7 million in the third quarter, indicating weakened market demand that could impact future cash flow and investment capacity.
- Widening Net Loss: The company experienced a net loss of $1.2 million in Q4, translating to a loss of $0.15 per share, contrasting with a net income of $223,000 in Q3, reflecting challenges in cost control and profitability.
- Gross Margin Decline: The GAAP gross margin for Q4 fell to 2%, down from 5% in Q3, highlighting rising production costs and pricing pressures that may affect long-term profitability.
- Annual Performance Improvement: Despite the poor Q4 results, total revenue for fiscal year 2025 reached $43 million, significantly up from $5.2 million in fiscal year 2024, demonstrating potential growth opportunities in the LED market.
See More
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- Widening Net Loss: The net loss attributable to SemiLEDs stockholders for Q4 was $1.2 million, or $(0.15) per diluted share, contrasting with a net income of $223,000 in Q3, reflecting a significant deterioration in profitability.
- Gross Margin Decline: The GAAP gross margin for Q4 fell to 2%, down from 5% in Q3, indicating challenges in cost control that could impact long-term profitability.
- Annual Performance Improvement: Despite the poor Q4 results, total revenue for fiscal year 2025 reached $43 million, a substantial increase from $5.2 million in fiscal year 2024, highlighting potential growth opportunities in the LED market.
See More
