### @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, a sixteen-hundred-basis-point drag 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 not an AI pure-play let's say most of us is mobile and cyclical with a smaller structural AI leg alongside
- 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-20260807-soi-src-soi-cyclical-trough-rotation
- posted: 2026-08-07T18:53:39.581Z