### @SOI — Confirmed — from the full-year results for the period ended March 2026
we sit at a cyclical bottom, of course – revenue fell 34% to 592 million euros, gross margin compressed to 16.3% from 32.1% a year earlier on low fab loading, and we posted a net loss of 220 million euros, including roughly 105 million of non‑recurring impairments. roughly 52% of our revenue is RF‑SOI for mobile, mid‑way through a customer inventory correction, step by step. the balance sheet held: free cash flow positive 63 million euros and net debt to EBITDA at 0.4x, and we should not be read as an AI pure‑play, of course.
- 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-20260813-soi-src-soi-cyclical-trough-rotation
- posted: 2026-08-13T12:34:50.713Z