GigaCloud Technology Inc. (NASDAQ:GCT) Q2 2025 Earnings Conference Call August 7, 2025 6:30 PM ET
Company Participants
Erica Wei – Chief Financial Officer
Iman Schrock – President
Lei Wu – Founder, Chairman & CEO
Conference Call Participants
Matthew Butler Koranda – ROTH Capital Partners, LLC, Research Division
Thomas Ferris Forte – Maxim Group LLC, Research Division
Operator
Welcome to GigaCloud Technology’s Second Quarter 2025 Earnings Conference Call. Joining us today from GigaCloud are the company’s Founder, Chief Executive Officer and Chairman, Larry Wu; its President, Iman Schrock; and its Chief Financial Officer, Erica Wei. Larry will begin with some opening remarks, Iman will discuss the company’s operational progress and Erica will review financial results. After that, we will open the call for questions.
As a reminder, this conference call contains statements about future events and expectations that are forward-looking in nature, and actual results may differ materially. Additionally, today, the call will include the discussion of non-GAAP measures within the meaning of SEC Regulation G. When required, a reconciliation of all non-GAAP financial measures to the most directly comparable financial measures calculated and presented in accordance with GAAP can be found in the press release issued today by GigaCloud as well as on the company’s website.
I would now like to turn the call over to Larry. Please go ahead, sir.
Lei Wu
Thank you, operator, and welcome, everyone, to our call today. Let me start by saying what — the eventful quarter we had between supply chain disruption from tariff hikes, a challenging industry backdrop and the continued execution of our SKU rationalization initiatives. We have a few curveballs. Yet despite it all, we delivered strong results. Revenue increased by 4% year-over-year, exceeding our own expectations. And more importantly, we drove a greater share of that growth into bottom line performance, which grew 28% year-over-year.
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