GCT Semiconductor Holding Management
Management criteria checks 2/4
GCT Semiconductor Holding's CEO is John Schlaefer, appointed in Dec 2012, has a tenure of 13.5 years. total yearly compensation is $515.36K, comprised of 73.8% salary and 26.2% bonuses, including company stock and options. directly owns 0.16% of the company’s shares, worth $298.85K. The average tenure of the management team and the board of directors is 13.5 years and 2.3 years respectively.
Key information
John Schlaefer
Chief executive officer
US$515.4k
Total compensation
| CEO salary percentage | 73.83% |
| CEO tenure | 13.5yrs |
| CEO ownership | 0.2% |
| Management average tenure | 13.5yrs |
| Board average tenure | 2.3yrs |
Recent management updates
Recent updates
GCT Semiconductor Q1 Preview: High-Risk, High-Reward Situation Worth Following
Summary GCT Semiconductor Holding, Inc. is a high-risk turnaround story, pivoting from 4G LTE to 5G amid severe revenue declines post-SPAC IPO. Analysts expect Q1 revenue of $1.76M (+132% QoQ, +252% YoY), but GCTS offers no concrete guidance; production ramp and 5G validation are key watchpoints. Liquidity remains a major concern, with only $600K in cash at year-end, $6M in long-term debt, and a 'substantial doubt' going-concern warning. I assign a Hold rating to GCTS stock, awaiting evidence of sustainable 5G traction, margin improvement, and operational funding before considering a position. Read the full article on Seeking Alpha
5G Commercialization And Operating Leverage Will Reshape This Chipmaker’s Long Term Earnings Profile
Catalysts About GCT Semiconductor Holding GCT Semiconductor Holding develops and supplies 4G and 5G chipset solutions for wireless connectivity applications. What are the underlying business or industry changes driving this perspective?
Long-Term 5G Adoption And Expanding Customer Base Will Support This Undervalued Story
Catalysts About GCT Semiconductor Holding GCT Semiconductor Holding designs and supplies 5G chipsets and modules for wireless connectivity applications. What are the underlying business or industry changes driving this perspective?
Early 5G Deployment Risks And Funding Strains Will Set Up A Potential Long Term Payoff
Catalysts About GCT Semiconductor Holding GCT Semiconductor Holding designs and supplies 5G chipsets and modules used in wireless connectivity applications. What are the underlying business or industry changes driving this perspective?Investors Appear Satisfied With GCT Semiconductor Holding, Inc.'s (NYSE:GCTS) Prospects
With a price-to-sales (or "P/S") ratio of 9.5x GCT Semiconductor Holding, Inc. ( NYSE:GCTS ) may be sending very...GCT Semiconductor's 5G Push Presents A High Growth Opportunity
Summary GCT Semiconductor, a fabless 4G/5G chip designer, went public in March, offering early entry into a potential semiconductor growth story with strong market opportunities in 5G tech. Despite current liquidity challenges and negative working capital, GCT's $50 million equity line of credit provides a cushion, with profitability expected as 5G products roll out by 2025. Recent MoUs and partnerships, including with Aramco, position GCT as a front-runner in 5G evolution, with a promising sales growth trajectory and high-margin 5G products. B. Riley's "buy" rating and $8 price target reflect confidence in GCT's potential, though sales growth confirmation in upcoming quarters is crucial for validation. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$46m |
| Dec 31 2025 | US$515k | US$381k | -US$43m |
| Sep 30 2025 | n/a | n/a | -US$39m |
| Jun 30 2025 | n/a | n/a | -US$33m |
| Mar 31 2025 | n/a | n/a | -US$20m |
| Dec 31 2024 | US$393k | US$381k | -US$12m |
| Sep 30 2024 | n/a | n/a | -US$18m |
| Jun 30 2024 | n/a | n/a | -US$15m |
| Mar 31 2024 | n/a | n/a | -US$20m |
| Dec 31 2023 | US$460k | US$373k | -US$22m |
| Sep 30 2023 | n/a | n/a | -US$22m |
| Jun 30 2023 | n/a | n/a | -US$23m |
| Mar 31 2023 | n/a | n/a | -US$23m |
| Dec 31 2022 | US$347k | US$338k | -US$29m |
Compensation vs Market: John's total compensation ($USD515.36K) is below average for companies of similar size in the US market ($USD1.66M).
Compensation vs Earnings: John's compensation has increased whilst the company is unprofitable.
CEO
John Schlaefer (62 yo)
Mr. John Brian Schlaefer serves as Chief Executive Officer of GCT Semiconductor, Inc. and serves as its Director since 2013. Mr. Schlaefer is responsible for ensuring the strategic direction of GCT Semicon...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Independent Chairman | 26.4yrs | US$165.00k | 1.27% $ 2.3m | |
| President | 13.5yrs | US$515.36k | 0.16% $ 298.8k | |
| Chief Financial Officer | 2.3yrs | US$418.26k | 0.026% $ 48.1k | |
| Senior Vice President of Sales & Marketing | 24.1yrs | US$434.31k | 0.14% $ 265.0k | |
| CTO & VP of Engineering | 13.4yrs | US$463.63k | 0.30% $ 552.5k |
Experienced Management: GCTS's management team is seasoned and experienced (13.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Independent Chairman | 26.4yrs | US$165.00k | 1.27% $ 2.3m | |
| President | 13.4yrs | US$515.36k | 0.16% $ 298.8k | |
| Independent Director | 2.3yrs | US$162.50k | 0.030% $ 54.6k | |
| Independent Director | 2.3yrs | US$162.50k | 0.058% $ 106.4k | |
| Independent Director | 2.3yrs | US$180.00k | 0.021% $ 37.8k | |
| Independent Director | 2.3yrs | US$162.50k | 0.12% $ 226.1k | |
| Independent Director | 2.3yrs | US$162.50k | 1.11% $ 2.0m |
Experienced Board: GCTS's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/09 17:50 |
| End of Day Share Price | 2026/06/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
GCT Semiconductor Holding, Inc. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Scott Buck | H.C. Wainwright & Co. |
| Lisa Thompson | Zacks Small-Cap Research |