Sivers Semiconductors AB (STU:2DG)

Q1 2026 Sivers Semiconductors AB Earnings Call Transcript

May 29, 2026 / 06:00 AM GMT

Release Date Price: €6.2 (-5.20%)

Transcript

Key Points

Positve

Sivers Semiconductors AB (SIVEF) has significantly expanded its opportunity pipeline to just shy of $800 million, a 77% increase over the last five months.
The company has secured its second-year US CHIPS Act contract for the electronic warfare program, indicating continued government support.
Sivers is on track for multiple product ramps in 2027, including automotive LiDAR, AI data center lasers, and SATCOM, which are expected to drive significant revenue growth.
The company is making strategic investments in its sales organization and financial controls in preparation for a potential US dual listing.
Sivers has a strong and balanced board composition with expertise in US markets and M&A, supporting its growth and strategic initiatives.

Negative

Q1 revenues were down 22% year over year, impacted by revenue timing effects and adverse FX movements.
Adjusted EBITDA for the quarter was negative $13.8 million, reflecting revenue timing effects and continued investments.
The US government shutdown led to delays in defense-related revenue, affecting the first half of 2026.
There is a meaningful headwind from currency fluctuations, with the US dollar down 14% and the British pound down 6% compared to the previous year.
The transition from an engineering-led to a product-led company is ongoing, with potential risks in execution and customer program transitions.

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

SIVEH.ST - Sivers Semiconductors AB
Q1 2026 Sivers Semiconductors AB Earnings Call
May 29, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day, everybody, and a very warm welcome to our tremendously expanded international audience and investors. We have interest in Severs from such a broad investor base.

The agenda for today is an executive summary on the Q1 results, following which our CFO Heine Thorsgaard will talk about the financials.

I will come back and provide a business update followed by key takeaways, and then we will go into Q&A.

So from an executive summary perspective, three things of note.

Number one, regarding 2027 and the future, we talk about our opportunity pipeline, which is a lead indicator of forward-looking revenue potential. And that has significantly expanded from an already good place at

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