Vicor (VICR) Q1 FY26 earnings call

Vicor delivered a strong first quarter, driven by robust bookings and significant backlog growth, particularly from high-performance computing and defense markets. The company is strategically expanding its Fab 1 capacity to meet escalating demand for its advanced vertical power delivery solutions, especially for AI applications. Management anticipates continued strong demand and is selectively engaging new customers while pursuing IP licensing opportunities to further capitalize on its technological leadership.