### @SOI — Confirmed — from the full-year results for the period ended March 2026
we sit at the cyclical bottom, of course - revenue down thirty-four percent to five ninety-two million, gross margin sixteen-three from thirty-two-one on low fab loading, net loss two twenty million with one-oh-five non-recurring; balance sheet held, free cash flow plus sixty-three million, net debt to ebitda zero-four-x, mobile leg fifty-two percent mid-correction step by step we don't know exactly when it clears an assumption we share with you
- tier: Confirmed (✓)
- source: SOI / Most of the company is not an AI story - and it is in a trough
- receipt: https://ticker.thevixguy.com/p/p-day-20260727-soi-src-soi-cyclical-trough-rotation
- posted: 2026-07-27T13:47:12.202Z