Sivers Semiconductors AB (CHIX:SIVEs)

Q4 2024 Sivers Semiconductors AB Earnings Call Transcript

Feb 20, 2025 / 09:00 AM GMT

Transcript

Key Points

Positve

Sivers Semiconductors AB (STU:2DG) achieved record revenues of 76.7 million CIE in Q4 2024, marking the highest revenue quarter in the company's history.
The company demonstrated strong sequential revenue growth of 31% in Q4 compared to Q3, establishing a new baseline for quarterly revenue.
Sivers Semiconductors AB (STU:2DG) improved its adjusted EBITDA by 21% for the full year, indicating progress towards profitability.
The company successfully conducted a directed equity raise of 108 million SIE, attracting long-term investors like Boardman Bay.
Sivers Semiconductors AB (STU:2DG) announced significant contracts, including a $4.3 million MOU with a strategic photonics customer and a $5.4 million contract with a leading telecom infrastructure vendor, indicating strong market momentum.

Negative

Despite improvements, the company still reported a full-year adjusted EBITDA of minus 15.6 million, indicating ongoing challenges in achieving profitability.
The company's profitability is subject to fluctuations due to sales mix variations, which can impact financial stability.
Sivers Semiconductors AB (STU:2DG) faces challenges in the LIDAR market for autonomous cars, as the technology is still developing and not yet a primary focus.
The company is being selective in engaging with 5G infrastructure projects, which may limit immediate growth opportunities in this sector.
There is uncertainty regarding the exact timeline for volume deployment in the photonics ecosystem, with production readiness expected by the end of 2026 but no specific dates provided.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SIVEH.ST - Sivers Semiconductors AB
Q4 2024 Sivers Semiconductors AB Earnings Call
Feb 20, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everybody.

And welcome to the 4th quarter of 2024 webcast with Sver Semiconductors. This is Vikram Vatula, the group CEO.

And I also have Lotty Sacks, our group CFO for the presentation today.

So on today's agenda, we'll talk about the Q4 results. It'll be an executive summary which I will cover. Lotti will go the financial results.

I want to give some pretty key market and business updates for our audience and some takeaways.

And I'll look to answer Q&A as they come in.

So let's get into the executive summary.

So for the fourth quarter, we had record revenues at 76.7 million CIE.

And we also delivered strong adjusted II plus 15.5

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