Everspin (MRAM) Q2 FY26 earnings call

Everspin delivered a record-breaking quarter, driven by robust product revenue growth across key industrial and defense markets, complemented by initial revenue from a significant U.S. prime contractor agreement. The company continues to execute on its product roadmap, including the UNISYST family and CXL-based MRAM solutions, while managing increased operating expenses from litigation and NRE investments. Management remains focused on scaling the business and converting design wins into long-term growth.