Peraso Inc.
Peraso Inc. is a U.S.-based fabless semiconductor company focused on millimeter-wave integrated circuits, antenna modules, and related engineering services. Its products are designed for use in unlicensed 60 GHz wireless devices and in 28/39 GHz 5G applications, with a business model centered on chip design, module integration, and licensing-related revenue.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaIntegrated circuits for 60 GHz and 28/39 GHz wireless systems.
Antenna modules that combine Peraso ICs with the antenna element.
Legacy memory chip products sold as discrete semiconductor devices.
Royalties, non-recurring engineering services, and license revenue.
Tuotteet
Raportoitu · osuus liikevaihdosta- mm Wave I Cs55,2 %
- Memory I Cs22,3 %
- mm Wave Modules18,8 %
- Royalty and Other2,9 %
- mm Wave Other Products0,8 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Peraso sells to customers that design wireless equipment, network devices, and other electronics requiring mmWave connectivity or custom semiconductor support. Its customer base also includes licensees and counterparties that generate royalty and engineering-service revenue tied to its memory and mmWave technologies. The business is oriented toward customers that need compact RF performance, faster time to market, and integrated antenna/chip solutions.
Buy mmWave ICs and modules for 60 GHz and 5G-compliant devices.
Buy integrated antenna modules to simplify RF design and deployment.
Generate royalty revenue through licensed memory technology shipments.
Purchase non-recurring engineering work tied to mmWave development.
Strategia
Peraso’s strategy is to build a profitable, IP-rich fabless semiconductor business around mmWave products, modules, and related services. It is focused on expanding customer adoption of its 60 GHz and 5G offerings, supporting new production shipments, and using its integrated module architecture to reduce RF design complexity for customers.
Higher unit volumes improve the commercial viability of the mmWave platform.
Proprietary ICs, modules, and test methods support technical defensibility.
Capital access supports product development and operating continuity.
Maantiede
Q1/2026Peraso is headquartered in the United States and operates as a fabless semiconductor designer, so its geographic footprint is shaped more by customer markets and supply-chain partners than by owned manufacturing sites. The company’s disclosures reference U.S. operations and international trade exposure, including dependence on foundry and supply-chain conditions that can affect shipments and product availability. Its business is therefore exposed to cross-border sourcing, customer demand, and trade-policy changes even though the core design activity is U.S.-based.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Peraso faces substantial execution and financing risk because its business depends on continued product adoption, customer shipments, and access to capital. It is also exposed to semiconductor supply-chain volatility, trade-policy uncertainty, and customer concentration in specialized mmWave and legacy memory-related revenue streams.
- Going concern and financing riskVaikutus: KriittinenTodennäköisyys: Korkea
The company may need additional capital to fund operations and product development.
Kohdistuu - Supply-chain and manufacturing riskVaikutus: KorkeaTodennäköisyys: Korkea
Fabless semiconductor operations depend on external foundries, wafers, and substrates.
Kohdistuu - Customer and technology adoption riskVaikutus: KorkeaTodennäköisyys: Korkea
mmWave products require design wins and production ramps to scale revenue.
Kohdistuu: New customer conversion and product shipment timing
- Trade and geopolitical riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Tariffs and trade tensions can affect sourcing, customers, and international planning.
Kohdistuu: Cross-border supply chain and customer demand
Kirjanpito
Harkinnanvaraiset erätProduct, royalty, and NRE revenue can fluctuate materially by quarter.
Vaikutus: Affects comparability of revenue and gross margin
mmWave inventory and legacy product stock can require write-downs.
Vaikutus: Can reduce gross profit when demand or obsolescence changes
Developed technology intangibles flow through cost of revenue until fully amortized.
Vaikutus: Changes reported gross margin and operating cost structure
Liquidity assumptions depend on forecasted sales and financing access.
Vaikutus: Affects disclosure, valuation, and assessment of financial stability
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Päivitetty: 24.9.2026