Strategic Partnerships Strong collaboration with Qorvo evidenced by joint library development and nonlinear models for GaN devices presents a clear cross-sell opportunity to engineers and fabs leveraging Qorvo products.

Library Expansion Active and rapid library updates across diverse components (GaN, CapV, PIN diodes, varactors) indicate a growing need for up-to-date, measurement-based models to support RF, microwave, and millimeter-wave design workflows.

Productivity Enablement Compatibility with major EDA tools (Ansys HFSS, Keysight RF Synthesis, and broader toolchains) positions Modelithics as a go-to source for accelerating design cycles and reducing model integration friction.

Footprint Growth Continued release cadence and focus on high-power GaN HEMT models and 3D libraries suggest expanding addressable markets in high-performance RF, satellite, and defense applications.

Lean Scale Small to mid-market size with sub-$1M revenue and a specialized, scalable modeling service model creates opportunities for targeted upsell of premium modeling, custom libraries, and consulting services to grow recurring revenue.