Sivers Semiconductors AB (CHIX:SIVEs)

Q4 2025 Sivers Semiconductors AB Earnings Call Transcript

Feb 26, 2026 / 09:00 AM GMT

Release Date Price: kr3.47

Transcript

Key Points

Positve

Sivers Semiconductors AB (FRA:2DG) reported a record Q4 and full year 2025, with revenues increasing by 25% year-over-year and 33% at constant FX.
The company's opportunity pipeline grew by 64% in 2025, reaching $453 million, indicating strong future revenue potential.
Product revenues increased by 13% for the full year at constant FX, highlighting the company's successful transition from engineering services to a product-focused business.
Sivers Semiconductors AB (FRA:2DG) secured a $17 million refinancing deal with Bootstrap Europe, improving financial stability and flexibility.
The company is expanding its global presence with new offices in the US and India, enhancing its customer support and engineering capabilities.

Negative

The US government shutdown in Q4 2025 caused delays, impacting the timing of some projects.
Despite strong growth, the company still faces FX headwinds, which affected reported financial results.
The transition from engineering services to product revenues is ongoing, and the company must continue to manage this shift effectively.
There was a security breach, although it was limited in scope and has been addressed, it highlights potential vulnerabilities.
Some projects, such as those with the F-100 customer, have long cycles and require significant time and resources to reach production.

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

SIVEH.ST - Sivers Semiconductors AB
Q4 2025 Sivers Semiconductors AB Earnings Call
Feb 26, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to SIRS Semiconductors Q4 report for 2025. During the questions and answer session, participants are able to ask questions by writing in the chat in the webcast. Now I will hand the conference over to CEO Vikram Vathulia and CFO Haina Thor's go-ahead.

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Unidentified_2 [2]
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Thank you.

And welcome everybody to this exciting morning as we go through our fourth quarter 2025 webcast. This is Vikram Wata here.

The agenda for today is discussion of our Q4 and full year results with an executive summary from myself, and I'll

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