### @SOI — Confirmed — from the full-year results for the period ended March 2026
we are at the cyclical trough, of course - revenue down thirty-four percent to five ninety-two million, gross margin sixteen-three from thirty-two-one, the loading drag the clear driver, net loss two twenty million with one-oh-five non-recurring; free cash flow still positive sixty-three million, net debt to ebitda zero-four-x, fifty-two percent mobile in the middle of an inventory correction that does not clear until around end of twenty-six, step by step, we don't know exactly when, 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-20260804-soi-src-soi-cyclical-trough-rotation
- posted: 2026-08-04T16:45:39.639Z