Q2 2025 Sivers Semiconductors AB Earnings Call Transcript
Key Points
- Sivers Semiconductors AB (OSTO:SIVE) reported a record Q2 revenue of SEK72.4 million, marking a 38% year-over-year increase.
- The company's wireless business unit experienced a significant 71% growth year-over-year.
- Sivers Semiconductors AB successfully refinanced its debt with better terms, enhancing financial stability.
- The company won new development contracts in photonics and AI radar applications, expanding its market reach.
- Sivers Semiconductors AB joined the DIFI Consortium, validating its technology in next-generation SATCOM terminals.
- Product sales in the wireless business decreased slightly by SEK1.7 million.
- The photonics business unit saw a 3% decrease in sales year-over-year.
- The company faces significant headwinds from foreign exchange fluctuations, impacting financial results.
- Cash flow from larger projects is described as 'lumpy,' affecting working capital and timing of cash flows.
- There is a strategic shift away from frequent press releases, which may reduce transparency for investors.
Thanks, Siri, and welcome everybody. This is Vickram, CEO at Sivers Semiconductors. Welcome to our second quarter 2025 webcast. Last quarter we had some glitches in our video system, and we've moved over to a new provider and hopefully everybody has a seamless experience this time.
So the agenda for today, there will be an Executive summary that I'll provide. Then our CFO, Lottie Saks will go into the financial results, and I'll come back -- back up on market and business updates and key takeaways. Then we'll have time for Q&A.
Let's get into the Executive summary for Q2. On the financial side, we came in with a solid quarter, SEK72.4 million. That is in line with the new baseline we established, if you remember last time, Q4 2024. That's a 38% increase year on year for Q2. It's also the highest ever Q2 in the history of the company. And as we have now crossed the midpoint of the year, we are up from last year at this point, 39% year-to-date.
Adjusted EBITDA, we continue to walk on the line to
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