Episode Details

GCT Semiconductor, a pioneer in 5G technology, made significant strides in 2025, shipping over 1900 units of its 5G chipset to early customers. This marked a shift from development to real-world deployments, despite a 69% drop in full-year revenue due to the transition from legacy 4G products.

Key achievements included Gogos launch of its 5G air-to-ground broadband service powered by GCTs tech, and partnerships with a major satellite provider and Skylo for satellite IoT connectivity. Analysts praised the satellite and air-to-ground progress, with executives highlighting fixed wireless access as a priority and growing backlogs expected in Q2 2026.

Financially, costs rose in areas like general admin, but research and development dipped 19%. Cash stood at $6 million at year-end, boosted to $9.4 million by early 2026, with access to more funding for the production ramp. GCT expects sequential revenue and shipment growth through 2026, aiming for $25 million toward breakeven by early 2027.

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