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VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.

Moby summary of Vicor Corporation's Q2 2026 earnings call

Revenue surged 26.9% sequentially to $143.4 million on strong advanced products demand.

Vicor Corp (VICR) reports a 26.9% sequential revenue increase and outlines plans for a second fab to support future growth.

Vicor (NASDAQ:VICR) reported a sharp sequential revenue increase for the second quarter of 2026, driven by growth in advanced products and royalty income from a recent licensing agreement, while management pointed to additional capacity, licensing activity and demand for power delivery technology as

Vicor (VICR) delivered earnings and revenue surprises of +67.74% and +3.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Except for historical information contained in this call, matters discussed on this call, including any statements regarding current and planned products, current and potential customers, potential market opportunities, expected events and announcements, and our capacity expansion, as well as management’s expectations for sales growth, spending, and profitability, are forward-looking statements involving risks and uncertainties. In light of these risks and uncertainties, we can offer no assurance that any forward-looking statement will in fact prove to be correct. Vicor Corporation undertakes no obligation to update any statements, including forward-looking statements, made during this call, and you should not rely upon such statements after the conclusion of this call.