Pixelworks, Inc. (PXLW)

Pixelworks' stock price declined by 27.97% between January 7, 2025, and January 6, 2026, trading at $6.54 as of January 12, 2026, a 5.90% decrease over six months. The sale of its Shanghai semiconductor subsidiary to VeriSilicon was completed in early January 2026. Q1 2025 revenue was $7.1 million, decreasing from previous quarters due to seasonal factors and mobile sales. Q2 2025 revenue increased to $8.3 million, driven by home and enterprise shipments. The company anticipated Q3 2025 revenue between $8.5 million and $9.5 million and reported a loss, missing revenue estimates.

Pixelworks experiences demand seasonality, particularly in its Home and Enterprise segment. Q1 2025 saw a revenue decline due to seasonal factors and mobile sales, while Q2 2025 experienced a sequential increase. The company anticipates its total projector business in 2025 to be similar to 2024.

Pixelworks, Inc. specializes in semiconductors and software for advanced display industries, focusing on video and pixel processing solutions. Its products include image, visual, and transcoder integrated circuits, along with software like Pixelworks Pro Software and the TrueCut Motion Platform. The company serves mobile, home and enterprise, and cinema markets and is pivoting to an IP-rich licensing model centered on its TrueCut Motion platform.

Pixelworks, Inc. develops and markets its solutions in the United States, Japan, China, and Taiwan, and also operates in Europe and Korea. Historically, a majority of its revenue has been earned in Japan. The company's headquarters are located in Portland, Oregon.

Pixelworks has focused on strategic partnerships and technological advancements to bolster its brand reputation, particularly around its TrueCut Motion platform. Collaborations include Tencent's TiMi Studio Group and Perfect World Games. Marcus Theatres adopted Pixelworks' TrueCut Motion format for its premium laser projection theaters. The company anticipates substantial upside from distribution licenses and device royalties.

Pixelworks, Inc. is owned by institutional shareholders (13.39%), company insiders (152.33%), and retail investors (0.00%). Major institutional owners include Vanguard Group Inc., Baird Financial Group, Inc., and BlackRock, Inc. Steven R. Becker is the largest individual owner, holding approximately 45.24% of the company.