Sivers Semiconductors（2DG）株式概要シバース・セミコンダクターズAB（publish）は子会社を通じて、北米、欧州、アジアでチップ、コンポーネント、モジュール、サブシステムの開発、製造、販売を行っている。 詳細2DG ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績0/6財務の健全性4/6配当金0/6報酬収益は年間97.87%増加すると予測されています リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る2DG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€6.00337.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-215m1b2016201920222025202620282031Revenue SEK 1.2bEarnings SEK 182.5mAdvancedSet Fair ValueView all narrativesSivers Semiconductors AB (publ) 競合他社Elmos SemiconductorSymbol: XTRA:ELGMarket cap: €3.0bFirst SensorSymbol: XTRA:SISMarket cap: €573.8mPlanoptikSymbol: XTRA:P4OMarket cap: €42.5mSUSS MicroTecSymbol: XTRA:SMHNMarket cap: €1.8b価格と性能株価の高値、安値、推移の概要Sivers Semiconductors過去の株価現在の株価SEK 6.0052週高値SEK 10.3352週安値SEK 0.25ベータ-0.511ヶ月の変化-4.08%3ヶ月変化479.79%1年変化1,636.67%3年間の変化962.94%5年間の変化141.34%IPOからの変化776.46%最新ニュースBoard Change • Jun 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Todd Thomson is the most experienced director on the board, commencing their role in 2022. Independent Director Karin Raj was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Jun 15Sivers Semiconductors AB (Publ) Approves Board ElectionsSivers Semiconductors AB (publ) at its AGM held on 15 June 2026 approved election of Joakim Nideborn and Helena Svancar as members of the Board of Directors. Joakim Nideborn was new-elected as the Vice Chairman of the Board of Directors.Recent Insider Transactions • Jun 07Managing Director of Sivers Wireless recently sold €9.2m worth of stockOn the 29th of May, Harish Krishnaswamy sold around 1m shares on-market at roughly €6.63 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.Reported Earnings • May 29First quarter 2026 earnings released: kr0.14 loss per share (vs kr0.19 loss in 1Q 2025)First quarter 2026 results: kr0.14 loss per share (improved from kr0.19 loss in 1Q 2025). Revenue: kr61.9m (down 31% from 1Q 2025). Net loss: kr42.7m (loss narrowed 12% from 1Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 125% per year, which means it is well ahead of earnings.お知らせ • May 21Sivers Semiconductors AB Announces Board ChangesSivers Semiconductors AB announced that Company's Board is grateful to Tomas Duffy, who is retiring, for his many years of contributions as Vice Chairman and former Chairman of the Board, as well as to Erik Fallstrom, one of the founding investors, and Keith Halsey for their dedication and service.Breakeven Date Change • May 20Forecast to breakeven in 2028The 3 analysts covering Sivers Semiconductors expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 79% per year to 2027. The company is expected to make a profit of kr59.0m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.最新情報をもっと見るRecent updatesBoard Change • Jun 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Todd Thomson is the most experienced director on the board, commencing their role in 2022. Independent Director Karin Raj was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Jun 15Sivers Semiconductors AB (Publ) Approves Board ElectionsSivers Semiconductors AB (publ) at its AGM held on 15 June 2026 approved election of Joakim Nideborn and Helena Svancar as members of the Board of Directors. Joakim Nideborn was new-elected as the Vice Chairman of the Board of Directors.Recent Insider Transactions • Jun 07Managing Director of Sivers Wireless recently sold €9.2m worth of stockOn the 29th of May, Harish Krishnaswamy sold around 1m shares on-market at roughly €6.63 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.Reported Earnings • May 29First quarter 2026 earnings released: kr0.14 loss per share (vs kr0.19 loss in 1Q 2025)First quarter 2026 results: kr0.14 loss per share (improved from kr0.19 loss in 1Q 2025). Revenue: kr61.9m (down 31% from 1Q 2025). Net loss: kr42.7m (loss narrowed 12% from 1Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 125% per year, which means it is well ahead of earnings.お知らせ • May 21Sivers Semiconductors AB Announces Board ChangesSivers Semiconductors AB announced that Company's Board is grateful to Tomas Duffy, who is retiring, for his many years of contributions as Vice Chairman and former Chairman of the Board, as well as to Erik Fallstrom, one of the founding investors, and Keith Halsey for their dedication and service.Breakeven Date Change • May 20Forecast to breakeven in 2028The 3 analysts covering Sivers Semiconductors expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 79% per year to 2027. The company is expected to make a profit of kr59.0m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.お知らせ • Apr 27Sivers Semiconductors AB (publ), Annual General Meeting, Jun 15, 2026Sivers Semiconductors AB (publ), Annual General Meeting, Jun 15, 2026.お知らせ • Apr 17Sivers Semiconductors AB (publ) announced that it expects to receive SEK 124.99 million in funding from DNB Asset Management S.A., Storebrand Fonder AB,Sivers Semiconductors AB announced a private placement of 8,620,000 ordinary shares of the company at a price per share of SEK 14.5 for gross proceeds of SEK 124,990,000 on April 16, 2026. The transaction involves participation from a limited number of Swedish and international institutional and other qualified investors including both new and existing shareholders, including new investor DNB Fund - Disruptive Opportunities, DNB Asset Management SA - Nordic Small Cap Retail Fund and Storebrand Sverige. The transaction has been approved by the Board of Directors of the company. The Board's decision is conditional on approval at a subsequent extraordinary general meeting intended to be held on May 11, 2026. It has been taken into account that shares cannot be delivered to the subscribers until the extraordinary general meeting has approved the directed new share issue. The directed new share issue amounts to SEK 124,990,000 before issue costs. Subject to the directed new share issue being approved at an extraordinary general meeting, the directed new share issue of 8,620,000 new ordinary shares, on a fully diluted basis including all outstanding employee stock options, convertibles and warrants, will result in a dilution of approximately 2.5% of the total number of shares and votes in the Company. The securities being issued in this transaction are, by a lock-up agreement, are on lockup period with certain exceptions, not to issue additional shares for a period of 180 calendar days after completion of the directed new share issue. . In addition, the shareholder board members Bami Bastani, Tomas Duffy, Karin Raj and Todd Thomson as well as the Company's CEO Vickram Vathulya, and CFO Heine Thorsgaard have undertaken not to sell any shares in the Company for a period of 90 days after completion of the Directed New Share Issue, with customary exceptions.お知らせ • Mar 30Sivers Semiconductors Announces Availability Of Daybreak 5G 6G Advanced Ics For Emerging Fr3 ApplicationsSivers Semiconductors AB announced general availability of its 7-15GHz Daybreak beamforming ICs for emerging 5G/6G FR3 applications as well as multi-function defense arrays. FR3 frequencies are the next frontier for 5G-Advanced and 6G network deployments, combining the benefits of superior propagation at sub-6GHz and wider bandwidths at millimeter-wave frequencies. While global standardization of the FR3 band is pending, Yole Intelligence 5G/6G market reports estimate a $1.3B SAM in 2030 based on FR3 penetration assumptions in base stations and CPE. Sivers' DAYBREAK0715 beamforming ICs delivers industry-leading broadband transmit power and efficiency, while also offering receiver noise figure. The ICs also support integration with external front-end modules. The new chipset was developed under the $6MUS Department of Defense (DoD) Microelectronics Commons5G/6G project awarded to Sivers in 2024 and included Raytheon and Ericsson as partners.お知らせ • Feb 18Sivers Semiconductors AB Announces New Broad Market Ka-Band SATCOM Beamforming ICs and Antenna PanelsSivers Semiconductors AB announced general availability of its Cloudchaser beamforming chipset and Maverick antenna-array panels for Ka-band SATCOM ground terminals. Sivers' Cloudchaser chipset includes the BLUEWAY1721 receive beamforming IC and the STAMPEDE2731/STAMPEDE2731LP transmit beamforming ICs. Cloudchaser enables electronically-steered antenna systems for ground terminals with support for two simultaneous beams. Multi-beam support enables "make-before-break" and two simultaneous links across satellites, orbits and networks. The transmit beamforming IC is offered in two variants, supporting high and medium output power levels. This feature helps customers optimize their user terminal size, configuration complexity and energy footprint. To reduce customer design time, Sivers' is also making available the Maverick (BFM02701 and BFM02702) Ka-band transmit and receive array panels. The Maverick platform integrates the Cloudchaser chipset with antenna arrays in a compact flat-panel design to simplify development of electronically-steered SATCOM terminals.お知らせ • Jan 07Sivers Semiconductors AB (publ) to Report Q1, 2026 Results on May 13, 2026Sivers Semiconductors AB (publ) announced that they will report Q1, 2026 results on May 13, 2026お知らせ • Dec 23+ 2 more updatesSivers Semiconductors AB (publ) to Report Q3, 2026 Results on Nov 11, 2026Sivers Semiconductors AB (publ) announced that they will report Q3, 2026 results on Nov 11, 2026お知らせ • Nov 10Sivers Semiconductors AB (publ) Announces Appointment of Raymond Biagan as Chief Revenue Officer, Effective November 10, 2025Sivers Semiconductors AB (publ) announced the appointment of Raymond Biagan as its new Chief Revenue Officer (CRO), effective November 10, 2025. In this pivotal role, Raymond will be responsible for Global Sales and Field Applications Engineering. Raymond joins Sivers from GlobalFoundries, a leading manufacturer of essential semiconductors for large-scale and high-growth markets, where he substantially increased the revenue funnel year over year driving his accounts to over $1B in sales. Prior to his time at GlobalFoundries, Raymond has had a very successful Sales Executive leadership tenure spanning over 25 years in the high-tech microelectronics industry. He has worked at several prominent silicon and III-V compound semiconductor companies including Qualcomm, RF Micro Devices (now Qorvo), RFaxis (acquired by Skyworks) and Sanan Integrated Circuits. He brings strong domain knowledge and experience in wireless and photonics technologies. Raymond has a Bachelor's degree in Electrical Engineering from University of California, Irvine and is a graduate of the Executive Education program of University of Michigan'sRoss School of Business.お知らせ • Sep 19Sivers Semiconductors AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 94.999998 million.Sivers Semiconductors AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 94.999998 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 25,675,675 Price\Range: SEK 3.7 Transaction Features: Subsequent Direct Listingお知らせ • Aug 08Sivers Semiconductors Announces CFO ChangesSivers Semiconductors AB announced the appointment of Heine Thorsgaard as its new CFO, effective September 1, 2025. In this role, Heine will be responsible for Global Finance, Investor Relations and IT operations. Heine joins Sivers from Napatech, where he has been the CFO since 2018. Napatech sells high-speed, programmable network interface cards designed for real-time network performance management, cybersecurity, and data center . Prior to his time at Napatech, Heine has had a very successful CFO and Financial Executive leadership tenure across the IT, Technology and Professional Services sectors, with strong exposure to Europe and the US, for over 15 years. Heine has a Phd and Masters degree in Finance from Copenhagen University and a Masters degree in International Business from Roskilde University. Lottie Saks will ensure a smooth transition to the new CFO, during her transition period with Sivers.お知らせ • Apr 29Sivers Semiconductors AB (publ), Annual General Meeting, May 28, 2025Sivers Semiconductors AB (publ), Annual General Meeting, May 28, 2025, at 16:00 W. Europe Standard Time. Location: at the companys premises at, torshamnsgatan 48 in kista, Swedenお知らせ • Mar 03Sivers Semiconductors Announces New SATCOM and 5G Antenna Array Products at MWC 2025Sivers Semiconductors AB unveiled a new line of antenna array products and evaluation kits for millimeter-wave SATCOM and 5G applications at Mobile World Congress 2025. These products represent a positive shift forward for Sivers' Wireless Business Unit, from chips to antenna arrays. These latest solutions also enable rapid design-in and accelerated time-to-market for customers, since the design, manufacturing and test of millimeter-wave antenna arrays, particularly large arrays targeting SATCOM and 5G infrastructure applications, is complex and time consuming. Over the course of 2025, the following products will be introduced by Sivers Wireless: An unlicensed 5G millimeter-wave (57-71GHz) 16-element transmit-receive single-aperture dual-polarized antenna array module supporting +34dBm EIRP standalone (higher with an integrated lens or reflector) and available for purchase immediately. Read more about the module in the attached product brief. A 26.5-29.5GHz 5G millimeter-wave dual-polarized 128-element antenna array evaluation kit (EVK) based on the SUMMIT 2629 beamforming IC achieving +60dBm EIRP at 3% EVM for full-bandwidth 64-QAM, and available for purchase immediately. Read more about the EVK in the attached product brief. SATCOM 17-21GHz receive and 27-31GHz transmit array panels for high-performance ground terminals, available in Third Quarter 2025. A 24.25-27.5GHz 5G millimeter-wave dual-polarized 512-element antenna array panel based on the SUMMIT 2427e beamforming IC, available in Fourth Quarter 2025.お知らせ • Feb 20+ 3 more updatesSivers Semiconductors AB (publ) to Report Fiscal Year 2025 Results on Feb 13, 2026Sivers Semiconductors AB (publ) announced that they will report fiscal year 2025 results on Feb 13, 2026お知らせ • Feb 17Sivers Semiconductors AB (publ) to Report Q4, 2024 Results on Apr 28, 2025Sivers Semiconductors AB (publ) announced that they will report Q4, 2024 results at 9:00 AM, Central European Standard Time on Apr 28, 2025Reported Earnings • Nov 13Third quarter 2024 earnings released: kr0.22 loss per share (vs kr0.17 loss in 3Q 2023)Third quarter 2024 results: kr0.22 loss per share (further deteriorated from kr0.17 loss in 3Q 2023). Revenue: kr67.5m (down 6.2% from 3Q 2023). Net loss: kr51.4m (loss widened 26% from 3Q 2023). Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 57% per year, which means it is significantly lagging earnings.お知らせ • Oct 03Sivers Semiconductors AB (publ) to Report Nine Months, 2024 Results on Nov 11, 2024Sivers Semiconductors AB (publ) announced that they will report nine months, 2024 results on Nov 11, 2024New Risk • Oct 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.0m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr156m free cash flow). Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (€90.0m market cap, or US$99.4m).お知らせ • Oct 02Sivers Semiconductors AB (publ) to Report Fiscal Year 2024 Results on Feb 05, 2025Sivers Semiconductors AB (publ) announced that they will report fiscal year 2024 results on Feb 05, 2025お知らせ • Aug 07byNordic Acquisition Corporation (NasdaqGM:BYNO) signed a letter of intent to acquire Sivers Photonics Ltd. from Sivers Semiconductors AB (publ) (OM:SIVE).byNordic Acquisition Corporation (NasdaqGM:BYNO) signed a letter of intent to acquire Sivers Photonics Ltd. from Sivers Semiconductors AB (publ) (OM:SIVE) on August 6, 2024. Under the terms of the non-binding LOI, byNordic and Sivers intend to enter into a definitive agreement for the acquisition of Sivers Photonics. The completion of the business combination is subject to the completion of due diligence, the negotiation and execution of definitive documentation and satisfaction of the conditions contained therein, including (i) securing certain concurrent financing, (ii) completion of any required stock exchange and regulatory reviews and (ii) approval of the transaction by byNordic's and Sivers Photonics' Boards of Directors and stockholders. Setterwalls Advokatbyrå Ab acted as legal advisor for Sivers Semiconductors AB. Pillsbury Winthrop Shaw Pittman LLP, London acted as legal advisor for Sivers Semiconductors AB. Loeb & Loeb LLP acted as legal advisor for byNordic Acquisition Corporation.お知らせ • Jul 22+ 1 more updateSivers Semiconductors AB (Sivers) Announces CEO Changes, Effective August 19, 2024Sivers Semiconductors AB (Sivers), announced the appointment of Vickram Vathulya as its CEO, succeeding Anders Storm, effective August 19, 2024. Dr. Vathulya brings over 25 years of experience in the semiconductor industry with a proven track record in building strategically sound businesses backed by strong organizational talent while navigating complex market dynamics to lead Sivers through its next phase of growth. As CEO, Vathulya will leverage his senior leadership experience, extensive network, and deep understanding of the semiconductor industry to drive Sivers' strategic initiatives worldwide. Dr. Vathulya most recently served as President of Nuvotronics, spearheading a strategic, operational, and cultural transformation for long-term growth and value creation. Prior to that, he revitalized the standard products business at Maxim Semiconductors, the most profitable business in the company portfolio. His experience also includes other executive leadership roles, such as successfully growing a variety of RF and wireless businesses at Maxim Integrated and NXP Semiconductors. Vathulya has a Ph.D. in Electrical Engineering from Lehigh University in Pennsylvania and an MBA from the Berkeley Haas School of Business, University of California.お知らせ • Jul 20+ 1 more updateSivers Semiconductors AB (publ) to Report Q4, 2024 Results on Feb 07, 2025Sivers Semiconductors AB (publ) announced that they will report Q4, 2024 results on Feb 07, 2025Reported Earnings • Jul 20Second quarter 2024 earnings released: kr0.18 loss per share (vs kr0.13 loss in 2Q 2023)Second quarter 2024 results: kr0.18 loss per share (further deteriorated from kr0.13 loss in 2Q 2023). Revenue: kr59.5m (up 16% from 2Q 2023). Net loss: kr43.5m (loss widened 45% from 2Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.お知らせ • Jun 26Sivers Semiconductors AB (publ) to Report Q2, 2024 Results on Jul 18, 2024Sivers Semiconductors AB (publ) announced that they will report Q2, 2024 results on Jul 18, 2024お知らせ • May 16Sivers Semiconductors AB (publ) Announces Board ChangesSivers Semiconductors AB (publ) at the Annual General Meeting held on 15 May 2024 elected Karin Thurberg and Keith Halsey as a new member of the Board of Directors. Beth Topolosky has declined re-election.New Risk • May 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr180m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr180m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 5.4% per year over the past 5 years.お知らせ • May 03Sivers Semiconductors AB (publ) to Report Q1, 2024 Results on May 03, 2024Sivers Semiconductors AB (publ) announced that they will report Q1, 2024 results on May 03, 2024Reported Earnings • Apr 29Full year 2023 earnings released: kr0.68 loss per share (vs kr0.41 loss in FY 2022)Full year 2023 results: kr0.68 loss per share (further deteriorated from kr0.41 loss in FY 2022). Revenue: kr269.1m (up 40% from FY 2022). Net loss: kr157.4m (loss widened 82% from FY 2022). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.お知らせ • Apr 17+ 1 more updateSivers Semiconductors AB (publ), Annual General Meeting, May 15, 2024Sivers Semiconductors AB (publ), Annual General Meeting, May 15, 2024, at 16:00 Central European Standard Time. Location: Torshamnsgatan 48 Kista Sweden Agenda: To consider Election of Chairman of the meeting; to consider Election of one or two persons to verify the minutes; to consider Preparation and approval of the voting list; to consider Approval of the agenda; to consider Determination as to whether the meeting has been duly convened; to consider Address by the CEO and by the Chairman; to consider Presentation of the annual report and the auditor’s report as well as the consolidated annual report and the consolidated auditor’s report; to consider Determination of the number of Board members and auditors; and to consider other matters.お知らせ • Mar 26Sivers Semiconductors AB Announces Resignation of Anders Storm as CEOSivers Semiconductors AB announced that CEO Anders Storm has decided to leave his position for new challenges outside the Company. Sivers has initiated a global search for a new CEO. Anders Storm will remain in his position until the new CEO has taken office or until the end of his six-month notice period, September 2024.お知らせ • Mar 12Sivers Semiconductors AB (publ) announced that it has received SEK 75 million in funding from Formue Nord A/SOn March 11,2024, Sivers Semiconductors AB amended and closed the transaction. The company received convertible loan for gross proceeds of SEK 35 million at a fixed conversion rate of SEK 4.86 and SEK 15 million loan from returning new investor Formue Nord A/S. The loan is convertible into ordinary shares. The transaction has been approved by the board of the company. The loan will mature on may 30, 2025.お知らせ • Feb 29Sivers Semiconductors AB (publ) Announces Board AppointmentsSivers Semiconductors AB (publ) at its EGM held on February 28, 2024 approved to appoint Dr. Bami Bastani as a new board member and chairman of the Company until the end of the next annual general meeting. Furthermore, it was resolved to appoint the former chairman of the board, Tomas Duffy, as vice chairman of the board.お知らせ • Feb 28Sivers Semiconductors AB Launches 28 Ghz 5G mmWave RF Module At Mobile World Congress 2024Sivers Semiconductors AB announced the commercial launch of its new low-cost Radio Frequency (RF) Module BFM02803, covering the 5G FR2 mmWave bands N257, N258, and N261 (from 24.25 GHz to 29.5 GHz). Module BFM02803 - presented at the Mobile World Congress (MWC) 2024 - is optimized for high-performance, high-power Fixed Wireless Access (FWA) applications and enables to differentiate and meet the requirements of large-scale manufacturing of FWA products. It is designed to interface with leading baseband modems. The BFM02803 supports 2x2 MIMO with dual-layer polarization in both downlink and uplink for channels up to 1.2 GHz. The new module includes 32 dual-polarized antenna elements with 2D beam steering capabilities, in azimuth and elevation. Autonomous calibration routines and simple baseband interfaces make the module easy to install and manage. With the use of an air-filled cavity in the PCB, the module is optimized for large-scale, low-loss, and low-cost assembly. Additionally, transmitted power greater than +50 dBm per polarization enables FWA product deployments in the most diverse applications with the lowest total cost of ownership. The module BMF02803 will be showcased in a live demonstration of a fully-functioning and deployment-ready base station reference design based on NXP's Layerscape Access LA12xx baseband processor, Sivers Semiconductors' 5G mmWave transceiver module: TRB02801, and PureSoftware's physical layer stack. The BMF02803 module is available for customer sampling. The TRB02801 RFIC is available for volume production.Reported Earnings • Feb 14Full year 2023 earnings released: kr0.68 loss per share (vs kr0.41 loss in FY 2022)Full year 2023 results: kr0.68 loss per share (further deteriorated from kr0.41 loss in FY 2022). Revenue: kr269.1m (up 40% from FY 2022). Net loss: kr157.4m (loss widened 82% from FY 2022). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.お知らせ • Feb 12Sivers Semiconductors AB (publ)'s Subsidiary Sivers Semiconductors Inc. Appoints Dr. Bami Bastani as US Executive ChairmanSivers Semiconductors AB announced that its subsidiary, Sivers Semiconductors Inc., has appointed Dr. Bami Bastani as US Executive Chairman and has been nominated as the Chairman of the Board of Directors of Sivers Semiconductors AB. Dr. Bastani joined Sivers' team as Strategic Advisor to the Board and the Management team in August 2023. He brings over 42 years of semiconductor industry experience, most recently as Senior Vice president at GlobalFoundries and GlobalFoundries' board member at the Global Semiconductor Alliance (GSA). Prior to GlobalFoundries, Dr. Bastani held President, CEO, and Board member positions at Meru Networks, Trident Microsystems, and ANADIGICS. He brings over 20 years of serving on Boards of Directors of public and private companies. Dr. Bastani will assist the CEO, Anders Storm, in further strengthening Sivers' position in the US with his vast network of executive contacts, sales opportunities, attracting talent, and overall strategies for success.New Risk • Feb 12New major risk - Revenue and earnings growthEarnings have declined by 7.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr165m free cash flow). Earnings have declined by 7.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Shareholders have been diluted in the past year (9.8% increase in shares outstanding).New Risk • Feb 08New major risk - Revenue and earnings growthEarnings have declined by 7.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr165m free cash flow). Earnings have declined by 7.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding).お知らせ • Jan 11Sivers Semiconductors AB (Publ) Updates Earnings Guidance for the Year 2023Sivers Semiconductors AB (publ) updated earnings guidance for the year 2023. For the year, the company expected revenue will grow between 65% and 75% higher than 2022. The company was unable to achieve the previously announced guidance of 100% revenue growth year over year for 2023, as a SEK 20 million - SEK 25 million portion of a SEK 55 million order of satellite beam-former chips shipment was pushed out from the fourth quarter 2023 into 2024.New Risk • Dec 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr165m free cash flow). Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding).Reported Earnings • Oct 28Third quarter 2023 earnings released: kr0.17 loss per share (vs kr0.19 loss in 3Q 2022)Third quarter 2023 results: kr0.17 loss per share (improved from kr0.19 loss in 3Q 2022). Revenue: kr73.9m (up 68% from 3Q 2022). Net loss: kr40.9m (loss narrowed 9.5% from 3Q 2022). Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.お知らせ • Sep 28Sivers Photonics Demonstrates Next-Generation DFB Laser Arrays Supporting 4 Terabit GPU to GPU Communication forGenerative AI Applications at ECOC 2023 in Glasgow, ScotlandSivers Photonics will be present at the upcoming European Conference on Optical Communication (ECOC) 2023, taking place in the company's hometown of Glasgow at the Scottish Exhibition Centre from 1 - 5 October 2023. Sivers and Ayar Labs will hold a joint live demonstration, showing the Sivers 8-wavelength distributed feedback (DFB) laser array integrated into the Ayar Labs SuperNova™? multi-wavelength optical source supporting 4 Terabit data communication. Sivers will also participate in "PICs for Quantum Applications" Symposium, Tuesday 2 October from 3.30 - 5.00pm, where Andy McKee will be a panelist and speaker. The team from Sivers look forward to showcasing their range of custom III-V photonic devices, with a focus on CW-WDM MSA compliant 8-wavelength O-Band CW DFB laser arrays, which will be shown as part of a live demo. Sivers will host a joint live demonstration with Ayar Labs, showcasing the 8-wavelength distributed feedback ("DFB") laser array from Sivers Photonics, integrated into the Ayar Labs superNova™? multi-WAvelength optical source. The demonstration will be located at Sivers' booth, #615, during the exhibition, running from 2 - 4 October. Teams from Sivers Photonics and Ayar Labs will be available throughout the event to take attendees through the live demonstration. This advanced joint technology between both companies is driving revolutionary breakthroughs supporting generative AI applications. As foundational AI models have become larger and more complex, they require more GPU processing and memory capacity. Integrating optical I/O within the GPU package to communicate with the rest of the GPU cluster, allows for efficient scaling of infrastructures to handle ever-growing AI demands. By using optical connections instead of electrical, power consumption can be lowered by up to 90% while allowing for 5-10x better communication within the AI cluster to increase utilization of all GPUs. In addition to their presence at the exhibition, Sivers Photonics CTO, Andy McKee, will present, "Advances in InP Laser Arrays for Data Centre and Sensing Applications" on the Market Focus stage in the exhibition area on Tuesday 3 October at 11.20 am. Sivers will also be taking part in the symposium, "PICs for Quantum applications", where Andy McKee will be an panelist and speaker, presenting "High Performance Laser sources for Hybrid PIC Quantum Applications". The symposium takes place on Tuesday 3 October from 3.30 to 5.00 pm, during the ECOC conference.New Risk • Aug 18New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -kr178m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr178m). Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding). Significant insider selling over the past 3 months (€917k sold).Reported Earnings • Aug 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr54.2m (up 24% from 2Q 2022). Net loss: kr30.0m (loss narrowed 51% from 2Q 2022). Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.お知らせ • Aug 18Sivers Semiconductors AB (Publ) Provides Earnings Guidance for the Year 2023Sivers Semiconductors AB (publ) provided earnings guidance for the year 2023. For 2023, the company expects net sales growth to exceed 100% over 2022. Net sales may vary between quarters as a result of individual contracts. Furthermore, the company expects to reach positive adjusted EBITDA in the second half of 2023.お知らせ • Aug 17Sivers Semiconductors AB (Publ) Appoints Bami Bastani as Strategic AdvisorSivers Semiconductors AB (publ) announced that Dr. Bami Bastani has joined Sivers as a strategic advisor to the board and management to further strengthen the company's focus on the US and global markets and provide guidance related to the semiconductor, Photonics, 5G and SATCOM ecosystems. Dr. Bami Bastani has over four decades of extensive experience in the industry, including a most recent role as Senior Vice President and General Manager at GLOBALFOUNDRIES, where he led the high-growth Mobile and Wireless Infrastructure business unit. He transitioned to Senior Vice President and Senior Advisor to CEO in Aug. 2022 through March 2023. Dr. Bastani has a unique and broad leadership experience in the high-tech semiconductor industry and served on the Board of Directors of Global Semiconductor Alliance (GSA) alongside over 30 influential captains of the industry from semiconductors to system houses globally. Dr. Bastani's leadership roles have spanned multiple industries that include semiconductor components (Intel, National Semiconductor), System on a Chip (Fujitsu Micro, Trident Microsystems), Systems and Software (Meru Networks including WiFi as a Service -WAAS- on the Cloud) and manufacturing services (GLOBALFOUNDRIES). He has served as the growth and turnaround CEO of several public companies, including ANADIGICS, Trident Microsystems, and Meru Networks.New Risk • Jul 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr11m net loss in 2 years). Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding). Significant insider selling over the past 3 months (€1.3m sold).Recent Insider Transactions • Jul 24Director recently sold €917k worth of stockOn the 17th of July, Erik Fallstrom sold around 2m shares on-market at roughly €0.58 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.お知らせ • May 30Sivers Semiconductors Announces CFO ChangesSivers Semiconductors announced that company has recruited current board member Lottie Saks as its new CFO. She assumes her new role in June. Lottie Saks has a long and broad experience of leading financial roles in companies with significant international presence as well as from listed companies on Nasdaq Stockholm's main list. Lottie Saks most recently came from the role of CFO at Haldex and previously Cint. Before that, she worked for five years as CFO at OneMed. She has previously held leading positions at, among others, OMX Technology Financial Markets and Johnson & Johnson. She began her career in auditing at Arthur Andersen. Lottie Saks has been on the board of Sivers for almost three years and is chairman of the audit committee. She will leave these posts when she takes up her new role in June. She succeeds Håkan Rippe, who will leave the company in July 2023.お知らせ • May 27Sivers Semiconductors AB (Publ) Announces Ingrid Engström Declines Re-ElectionSivers Semiconductors AB (publ) at its AGM held on May 25, 2023 announced that Ingrid Engström has declined re-election.Recent Insider Transactions • May 15Managing Director of Sivers Wireless recently sold €366k worth of stockOn the 10th of May, Harish Krishnaswamy sold around 549k shares on-market at roughly €0.67 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €594k more than they bought in the last 12 months.Reported Earnings • Apr 30Full year 2022 earnings released: kr0.41 loss per share (vs kr0.83 loss in FY 2021)Full year 2022 results: kr0.41 loss per share (improved from kr0.83 loss in FY 2021). Revenue: kr191.9m (up 30% from FY 2021). Net loss: kr86.4m (loss narrowed 35% from FY 2021). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Breakeven Date Change • Apr 05Forecast breakeven date pushed back to 2025The 2 analysts covering Sivers Semiconductors previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 37% per year to 2024. The company is expected to make a profit of kr60.1m in 2025. Average annual earnings growth of 61% is required to achieve expected profit on schedule.Recent Insider Transactions • Feb 12Managing Director recently sold €527k worth of stockOn the 8th of February, Harish Krishnaswamy sold around 764k shares on-market at roughly €0.69 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.お知らせ • Feb 04Sivers Semiconductors AB (publ), Annual General Meeting, May 25, 2023Sivers Semiconductors AB (publ), Annual General Meeting, May 25, 2023, at 16:00 Central European Standard Time.Reported Earnings • Feb 04Full year 2022 earnings releasedFull year 2022 results: Revenue: kr200.2m (up 36% from FY 2021). Net loss: kr86.4m (loss narrowed 35% from FY 2021). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Feb 02Sivers Semiconductors AB (publ) Provides Sales Guidance for 2023Sivers Semiconductors AB (publ) provided sales guidance for 2023. For the year, company expects net sales growth to exceed 100% over 2022.お知らせ • Jan 12Sivers Semiconductors AB (publ) to Report Fiscal Year 2022 Results on Apr 26, 2023Sivers Semiconductors AB (publ) announced that they will report fiscal year 2022 results at 9:00 AM, Central European Standard Time on Apr 26, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: kr0.35 loss per share (vs kr0.34 loss in 3Q 2021)Third quarter 2022 results: kr0.35 loss per share. Revenue: kr46.4m (up 15% from 3Q 2021). Net loss: kr45.2m (loss narrowed 16% from 3Q 2021). Revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany.お知らせ • Oct 25Sivers Semiconductors AB (publ) Appoints Harish Krishnaswamy as Managing DirectorSivers micondnductors AB (publ) has appointed Harish Krishnaswamy, co-founder of a former CTO atat MixComm, as Managing Director (MD) of Sivers Wireless. Harish Krishnaswamy will also join the management team of Sivers. Mike Noonen, former Interim MD of Sivers Wireless and US President will continue as an adviser to Sivers. Harish has a great network in the USA and is very well known in the semiconductor industry. Sivers emiconductors. Sivers Wireless has two development units. The one in the USA, which has been run by Harish Krishnaswamy, will now be run by Arun Natarajan, former VP of RF Technology at MixComm and Professor in Electrical & Computer Engineering at Oregon State University. Harish Krishnaswamy received his B.Tech. degree in electrical engineering from IIT Madras, Chennai, India, in 2001, and the M.S. andPh.D. degrees in electrical engineering from the University of Southern California (USC), Los Angeles, CA, USA, in 2003 and 2009, respectively. In 2009, he joined the Electrical Engineering Department, Columbia University, New York, NY, USA, as a professor and the Director of the Columbia High-Speed and Millimeter-Wave IC Laboratory (CoSMIC). In 2017, he co-founded MixComm Inc., which was acquired by Sivers Semiconductors in February 2022. He has received numerous awards in both academic and industrial settings.Reported Earnings • Jul 22Second quarter 2022 earnings released: kr0.29 loss per share (vs kr0.19 loss in 2Q 2021)Second quarter 2022 results: kr0.29 loss per share (down from kr0.19 loss in 2Q 2021). Revenue: kr46.7m (up 20% from 2Q 2021). Net loss: kr61.0m (loss widened 111% from 2Q 2021). Over the next year, revenue is forecast to grow 111%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 23Managing Director of Sivers Photonics recently bought €141k worth of stockOn the 20th of June, William McLaughlin bought around 125k shares on-market at roughly €1.13 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €10m more in shares than they bought in the last 12 months.お知らせ • Jun 15Sivers Semiconductors AB (publ) Exhibits and Shows Ground-Breaking Live Demonstrations At IMS 2022, 21-23 June in Denver, ColoradoSivers Semiconductors AB (publ) will be present at the International Microwave Symposium (IMS) 2022, 19-24 June in Denver, Colorado. Being at the heart of innovation, Sivers Semiconductors will at the exhibition 21-23 June show ground-breaking live demonstrations covering both 26, 28, 39 and 60 GHz solutions and exhibit some successful implementations of its technology in commercial products. Mike Noonen, Sivers Wireless, will also participate in the panel "Race to the Next G- Ride the mmWave or Wave Goodbye!", 21 June at 12:10 pm. This year Sivers Semiconductors will attend and exhibit its full breadth of millimeter wave solutions and meet with a long list of customers and partners. During the show, Sivers will demonstrate, live "over the air", a number of its market leading products for both the unlicensed 60 GHz band and licensed 26,28 and 39 GHz band: SUMMIT2629 and SUMMIT3741 - eight channel RF front ends for 28 GHz and 39 GHz, 5G phased array antenna systems fabricated in RF-SOI. TRB02801 and TRB03901 - 32 channel beam forming transceiver Radio Frequency Integrated Circuits (RFICs) with support for both Zero-IF and IF baseband interface. BFM02801 and BFM03901- active antenna modules based on the TRB RFICs 39 GHz Antenna-in Package (AiP) - With integration of the SUMMIT beamformer ICs with a unique antenna building practice. Several demos will include configurations with partners which will be demonstrated both in Sivers Semiconductors booths as well as in the partner booths: Airvine: Airvine recently announced the availability of their WaveTunnelTM, which is based on the Sivers TRXBF01 RFIC for superior performance in the 60 GHz band. Will be demonstrated live at the Sivers booth. Kreemo: Kreemo has integrated the Sivers beamformer ICs with their innovative antenna solutions, exemplified by the stackable antenna solutions for 360 degree coverage of 5G FR2 radios. This product was launched in time for the MWC2022 as previously communicated by Sivers. This and other products will be demonstrated live at both Kreemo and Sivers booths. Sivers will also exhibit some successful implementations of its technology in commercial products. Examples that will be shown are CCS, Airvine and Tachyon Networks offering a truly innovative and cost-effective 60GHz PmP (Point-to-MultiPoint) product, benefitting from the unique features enabled by Sivers technology. Depending on use case and requirements these products offer flexibility, performance and robustness and proves the maturity of Sivers 60 GHz technology. Sivers Wireless now offers a complete, value adding 5G NR FR2 RF portfolio, suitable for any configurations from the biggest antenna arrays with high requirements on output power and power efficiency down to the smallest CPE configurations or the solutions for indoor coverage or hot spots. On top of that, Sivers also offer the RF products for the unlicensed 60 GHz band, already now ready to be used in 5G NR-U applications, and RFICs for the SatCom space, where performance and efficiency is key. Sivers also adds value to customers by providing software algorithms that can be run on a customer's baseband unit to further boost the RF performance of product.Breakeven Date Change • May 06Forecast breakeven date moved forward to 2023The 3 analysts covering Sivers Semiconductors previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of kr23.0m in 2023. Average annual earnings growth of 72% is required to achieve expected profit on schedule.Reported Earnings • Apr 28Full year 2021 earnings released: kr0.83 loss per share (vs kr1.37 loss in FY 2020)Full year 2021 results: kr0.83 loss per share (up from kr1.37 loss in FY 2020). Revenue: kr147.1m (up 10% from FY 2020). Net loss: kr133.7m (loss narrowed 32% from FY 2020). Over the next year, revenue is forecast to grow 26%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 28Director recently sold €10m worth of stockOn the 23rd of March, Erik Fallstrom sold around 15m shares on-market at roughly €0.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.お知らせ • Mar 01Sivers Semiconductors Announces Multiple New Products for Licensed 5G Bands At Mobile World Congress 2022Sivers Semiconductors announces the launch of multiple new products from the recently completed MixComm acquisition including 2nd generation beamformers, frequency converters, high-end fixed wireless access module. Right in time for Mobile World Congress 2022, Sivers Semiconductors is announcing multiple new products resulting from their recent acquisition of MixComm. These products build on MixComm's novel architecture and use of RFSOI to enable robust mmWave solutions with optimal RF output power, power efficiency and cost. The 2nd generation of the award winning SUMMITTM beamformers now cover all of the major FR2 frequencies from 24GHz to 41Ghz with higher linear RF output power over competing products while maintaining at least 2× higher efficiency. The SKYLINETM Frequency Converters have been designed with 5G mmWave wireless infrastructure needs in mind reducing cost and power consumption while enhancing system performance. The WHISTLERTM High-end Fixed Wireless Access Module for Customer Premise Equipment uses both the 2nd generation SUMMIT beamformers and SKYLINE Frequency converter integrated circuits to deliver substantially improved uplink in a tiny, cost-effective module. This enables easy self-install CPE equipment in smaller and more aesthetic form factors. Highlights of each of these new Sivers products: SKYLINETM Frequency Converter: Two devices for coverage of the major FR2 bands: SKYLINE2429 with RF 24.25 to 29.5GHz and IF 3.3 to 7.125GHz. SKYLINE3741 with RF 37 to 41GHz and IF 3.3 to 7.125GHz. High-performance mmWave-to-IF frequency converters. Performance and cost optimized for 5G mm. Wave infrastructure applications. Integrated LO multiplication. Samples available now for SKYLINE2429.お知らせ • Feb 24+ 1 more updateSivers Semiconductors Delivering 5G Mmwave Connectivity Live At Mobile World Congress 2022Sivers Semiconductors announced MWC w will cast the spotlight on Connectivity Unleashed exploring the technology that is shaping industry. Being at the heart of innovation, Sivers Semiconductors will show live demonstrations of both unlicensed 5G at 60 GHz (57-71 GHz) as well as licensed 5G at 28 GHz (26.5 to 29.5 GHz). Sivers Semiconductors is, once again, back at MWC showcasing new state -of-the-art 5G NR mmWave products and showing live demonstrations. With world class 5G RF technology, Sivers Semiconductors offers outstanding RF performance enabling flexible network architectures. New products to be announced at MWC resulting from the MixComm acquisition are: Enhanced versions of the award-winning RFSOI Summit[TM] beamformers, covering 24 thru 39GHz, · Highly integrated Fixed Wireless Access 28GHz module with best-in-class uplink, 5G mmWave optimized Up/Down converters, Besides the expanded portfolio, Sivers Semiconductors will also discuss the recently launched cooperation with MaxLinear, which is opening up for new, more cost effective and high performing implementations for unlicensed 60 GHz point-to-point solutions. Showcases, discussions and demonstrations will take place at MWC22, GranFira, in hall 5 at stand #5E2 throughout February 28[th]- March 3[rd], 2022.Breakeven Date Change • Feb 18Forecast breakeven date pushed back to 2024The 3 analysts covering Sivers Semiconductors previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 68% per year to 2023. The company is expected to make a profit of kr151.5m in 2024. Average annual earnings growth of 70% is required to achieve expected profit on schedule.Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: kr0.83 loss per share (up from kr1.37 loss in FY 2020). Revenue: kr154.3m (up 16% from FY 2020). Net loss: kr133.7m (loss narrowed 32% from FY 2020). Revenue missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 102%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Feb 08+ 2 more updatesSivers Semiconductors AB to Report Fiscal Year 2022 Results on Feb 16, 2023Sivers Semiconductors AB announced that they will report fiscal year 2022 results on Feb 16, 2023Recent Insider Transactions • Nov 14Group Chief Executive Officer recently bought €81k worth of stockOn the 12th of November, Anders Storm bought around 38k shares on-market at roughly €2.10 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Anders has been a net seller over the last 12 months, reducing personal holdings by €192k.Recent Insider Transactions • Nov 14Group Chief Executive Officer recently bought €81k worth of stockOn the 12th of November, Anders Storm bought around 38k shares on-market at roughly €2.10 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Anders has been a net seller over the last 12 months, reducing personal holdings by €192k.Reported Earnings • Nov 13Third quarter 2021 earnings released: kr0.34 loss per share (vs kr1.07 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: kr42.5m (up 42% from 3Q 2020). Net loss: kr53.5m (loss narrowed 65% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.Executive Departure • Oct 01Group Chief Financial Officer Robert Ejermark has left the companyOn the 20th of September, Robert Ejermark's tenure as Group Chief Financial Officer ended. As of June 2021, Robert still personally held only 10.00k shares (€9.5k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.00 years.Executive Departure • Sep 24Group Chief Financial Officer Robert Ejermark has left the companyOn the 20th of September, Robert Ejermark's tenure as Group Chief Financial Officer ended. As of June 2021, Robert still personally held only 10.00k shares (€9.5k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.67 years.Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 3 analysts covering Sivers Semiconductors expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of kr215.5m in 2023. Average annual earnings growth of 89% is required to achieve expected profit on schedule.お知らせ • Sep 23Sivers Semiconductors AB Launches New 5G NR MmWave RFICs and Very High-Powered RF ModulesSivers Semiconductors AB announced the launch of the new highly integrated, 5G NR Radio Frequency InIntegrated Circuits (RFICs), TRB02801 and TRB03901, together with very high-powered RFIC and antenna RF modules, BFM02801 and BFM03901, covering all licensed 5G mmWave bands. These RFICs (TRB02801 and TRB03901) support the full frequency range from 24.25 to 43.5 GHz with speeds up to 5 Gbit/s. The unique level of integration enables support for different markets and frequency bands using the same family of hardware. TRB02801 (24.25-29.5 GHz) and TRB03901 (37.0-43.5 GHz) cover five of the Frequency Range 2 (FR2) bands n257, n258, n259, n260, n261. These RFICs are the world's first 32 channel beamforming transceiver RFICs, with support for vertical and horizontal polarization as well as both Zero-IF and IF baseband interface, which match any type of product architecture and can easily be integrated with any 5G mmWave modem to differentiate products. Several RFICs may be tiled together in bigger arrays for even longer reach and higher performance. With consistent RF performance also for the highest data rates with electronic beam steering in one single module, it enables product deployments in the most diverse applications. The modules will be available: for production samples in Q3/Q4 2022 and for engineering samples in Fourth Quarter 2021 as part of Early Access Program.Reported Earnings • Aug 21Second quarter 2021 earnings released: kr0.19 loss per share (vs kr0.16 loss in 2Q 2020)The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: kr40.3m (up 27% from 2Q 2020). Net loss: kr28.9m (loss widened 29% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.Breakeven Date Change • Jun 19Forecast breakeven pushed back to 2023The 3 analysts covering Sivers Semiconductors previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 73% per year to 2022. The company is expected to make a profit of kr268.0m in 2023. Average annual earnings growth of 61% is required to achieve expected profit on schedule.Recent Insider Transactions • May 29Group Chief Executive Officer recently bought €9.8k worth of stockOn the 20th of May, Anders Storm bought around 5k shares on-market at roughly €1.95 per share. In the last 3 months, they made an even bigger purchase worth €33k. Despite this recent buy, Anders has been a net seller over the last 12 months, reducing personal holdings by €273k.Reported Earnings • May 23First quarter 2021 earnings released: kr0.17 loss per share (vs kr0.16 loss in 1Q 2020)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: kr30.4m (up 1.8% from 1Q 2020). Net loss: kr26.2m (loss widened 24% from 1Q 2020).Breakeven Date Change • May 23Forecast breakeven moved forward to 2022The 2 analysts covering Sivers Semiconductors previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 79% to 2021. The company is expected to make a profit of kr15.5m in 2022. Average annual earnings growth of 85% is required to achieve expected profit on schedule.株主還元2DGDE SemiconductorDE 市場7D-33.4%-9.3%-2.4%1Y1,636.7%116.4%-0.6%株主還元を見る業界別リターン: 2DG過去 1 年間で116.4 % の収益を上げたGerman Semiconductor業界を上回りました。リターン対市場: 2DG過去 1 年間で-0.6 % の収益を上げたGerman市場を上回りました。価格変動Is 2DG's price volatile compared to industry and market?2DG volatility2DG Average Weekly Movement35.2%Semiconductor Industry Average Movement9.6%Market Average Movement5.7%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.8%安定した株価: 2DGの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 2DGの 週次ボラティリティ は、過去 1 年間で27%から35%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト1951132Vickram Vathulyawww.sivers-semiconductors.comシバース・セミコンダクターズ（Sivers Semiconductors AB）は、子会社を通じて北米、欧州、アジアでチップ、コンポーネント、モジュール、サブシステムの開発、製造、販売を行っている。同社は、ワイヤレス部門とフォトニクス部門を通じて事業を展開している。同社は、5G mmWaveネットワーク向けの半導体技術に基づく製品や、ファイバーネットワーク、ワイヤレス光ネットワーク、センサー向けの光半導体を提供している。また、固定無線アクセス、5G Open RAN、レーダー、列車追跡、衛星通信など、さまざまな用途向けに高周波集積回路、高周波モジュール、評価キット、5G RFICを提供している。さらに、光通信、センシング/センサー、ワイヤレスネットワーク向けのIII-V族化合物半導体レーザーデバイス。シバース・セミコンダクターズAB（publish）は、ライオニクス・インターナショナル（LioniX International）とレーザー技術開発のパートナーシップ契約を結んでいる。同社は1951年に設立され、スウェーデンのキスタに本拠を置く。もっと見るSivers Semiconductors AB (publ) 基礎のまとめSivers Semiconductors の収益と売上を時価総額と比較するとどうか。2DG 基礎統計学時価総額€1.75b収益（TTM）-€19.42m売上高(TTM)€26.12m66.9xP/Sレシオ-89.9xPER（株価収益率2DG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2DG 損益計算書（TTM）収益SEK 289.56m売上原価SEK 296.64m売上総利益-SEK 7.08mその他の費用SEK 208.29m収益-SEK 215.37m直近の収益報告Mar 31, 2026次回決算日Aug 06, 2026一株当たり利益（EPS）-0.73グロス・マージン-2.44%純利益率-74.38%有利子負債／自己資本比率17.0%2DG の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/29 07:09終値2026/06/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sivers Semiconductors AB (publ) 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Orjan RodenDNB Carnegie Commissioned ResearchKlas DanielssonNordea MarketsTimothy SavageauxNorthland Capital Markets1 その他のアナリストを表示
Board Change • Jun 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Todd Thomson is the most experienced director on the board, commencing their role in 2022. Independent Director Karin Raj was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Jun 15Sivers Semiconductors AB (Publ) Approves Board ElectionsSivers Semiconductors AB (publ) at its AGM held on 15 June 2026 approved election of Joakim Nideborn and Helena Svancar as members of the Board of Directors. Joakim Nideborn was new-elected as the Vice Chairman of the Board of Directors.
Recent Insider Transactions • Jun 07Managing Director of Sivers Wireless recently sold €9.2m worth of stockOn the 29th of May, Harish Krishnaswamy sold around 1m shares on-market at roughly €6.63 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
Reported Earnings • May 29First quarter 2026 earnings released: kr0.14 loss per share (vs kr0.19 loss in 1Q 2025)First quarter 2026 results: kr0.14 loss per share (improved from kr0.19 loss in 1Q 2025). Revenue: kr61.9m (down 31% from 1Q 2025). Net loss: kr42.7m (loss narrowed 12% from 1Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 125% per year, which means it is well ahead of earnings.
お知らせ • May 21Sivers Semiconductors AB Announces Board ChangesSivers Semiconductors AB announced that Company's Board is grateful to Tomas Duffy, who is retiring, for his many years of contributions as Vice Chairman and former Chairman of the Board, as well as to Erik Fallstrom, one of the founding investors, and Keith Halsey for their dedication and service.
Breakeven Date Change • May 20Forecast to breakeven in 2028The 3 analysts covering Sivers Semiconductors expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 79% per year to 2027. The company is expected to make a profit of kr59.0m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
Board Change • Jun 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Todd Thomson is the most experienced director on the board, commencing their role in 2022. Independent Director Karin Raj was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Jun 15Sivers Semiconductors AB (Publ) Approves Board ElectionsSivers Semiconductors AB (publ) at its AGM held on 15 June 2026 approved election of Joakim Nideborn and Helena Svancar as members of the Board of Directors. Joakim Nideborn was new-elected as the Vice Chairman of the Board of Directors.
Recent Insider Transactions • Jun 07Managing Director of Sivers Wireless recently sold €9.2m worth of stockOn the 29th of May, Harish Krishnaswamy sold around 1m shares on-market at roughly €6.63 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
Reported Earnings • May 29First quarter 2026 earnings released: kr0.14 loss per share (vs kr0.19 loss in 1Q 2025)First quarter 2026 results: kr0.14 loss per share (improved from kr0.19 loss in 1Q 2025). Revenue: kr61.9m (down 31% from 1Q 2025). Net loss: kr42.7m (loss narrowed 12% from 1Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 125% per year, which means it is well ahead of earnings.
お知らせ • May 21Sivers Semiconductors AB Announces Board ChangesSivers Semiconductors AB announced that Company's Board is grateful to Tomas Duffy, who is retiring, for his many years of contributions as Vice Chairman and former Chairman of the Board, as well as to Erik Fallstrom, one of the founding investors, and Keith Halsey for their dedication and service.
Breakeven Date Change • May 20Forecast to breakeven in 2028The 3 analysts covering Sivers Semiconductors expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 79% per year to 2027. The company is expected to make a profit of kr59.0m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
お知らせ • Apr 27Sivers Semiconductors AB (publ), Annual General Meeting, Jun 15, 2026Sivers Semiconductors AB (publ), Annual General Meeting, Jun 15, 2026.
お知らせ • Apr 17Sivers Semiconductors AB (publ) announced that it expects to receive SEK 124.99 million in funding from DNB Asset Management S.A., Storebrand Fonder AB,Sivers Semiconductors AB announced a private placement of 8,620,000 ordinary shares of the company at a price per share of SEK 14.5 for gross proceeds of SEK 124,990,000 on April 16, 2026. The transaction involves participation from a limited number of Swedish and international institutional and other qualified investors including both new and existing shareholders, including new investor DNB Fund - Disruptive Opportunities, DNB Asset Management SA - Nordic Small Cap Retail Fund and Storebrand Sverige. The transaction has been approved by the Board of Directors of the company. The Board's decision is conditional on approval at a subsequent extraordinary general meeting intended to be held on May 11, 2026. It has been taken into account that shares cannot be delivered to the subscribers until the extraordinary general meeting has approved the directed new share issue. The directed new share issue amounts to SEK 124,990,000 before issue costs. Subject to the directed new share issue being approved at an extraordinary general meeting, the directed new share issue of 8,620,000 new ordinary shares, on a fully diluted basis including all outstanding employee stock options, convertibles and warrants, will result in a dilution of approximately 2.5% of the total number of shares and votes in the Company. The securities being issued in this transaction are, by a lock-up agreement, are on lockup period with certain exceptions, not to issue additional shares for a period of 180 calendar days after completion of the directed new share issue. . In addition, the shareholder board members Bami Bastani, Tomas Duffy, Karin Raj and Todd Thomson as well as the Company's CEO Vickram Vathulya, and CFO Heine Thorsgaard have undertaken not to sell any shares in the Company for a period of 90 days after completion of the Directed New Share Issue, with customary exceptions.
お知らせ • Mar 30Sivers Semiconductors Announces Availability Of Daybreak 5G 6G Advanced Ics For Emerging Fr3 ApplicationsSivers Semiconductors AB announced general availability of its 7-15GHz Daybreak beamforming ICs for emerging 5G/6G FR3 applications as well as multi-function defense arrays. FR3 frequencies are the next frontier for 5G-Advanced and 6G network deployments, combining the benefits of superior propagation at sub-6GHz and wider bandwidths at millimeter-wave frequencies. While global standardization of the FR3 band is pending, Yole Intelligence 5G/6G market reports estimate a $1.3B SAM in 2030 based on FR3 penetration assumptions in base stations and CPE. Sivers' DAYBREAK0715 beamforming ICs delivers industry-leading broadband transmit power and efficiency, while also offering receiver noise figure. The ICs also support integration with external front-end modules. The new chipset was developed under the $6MUS Department of Defense (DoD) Microelectronics Commons5G/6G project awarded to Sivers in 2024 and included Raytheon and Ericsson as partners.
お知らせ • Feb 18Sivers Semiconductors AB Announces New Broad Market Ka-Band SATCOM Beamforming ICs and Antenna PanelsSivers Semiconductors AB announced general availability of its Cloudchaser beamforming chipset and Maverick antenna-array panels for Ka-band SATCOM ground terminals. Sivers' Cloudchaser chipset includes the BLUEWAY1721 receive beamforming IC and the STAMPEDE2731/STAMPEDE2731LP transmit beamforming ICs. Cloudchaser enables electronically-steered antenna systems for ground terminals with support for two simultaneous beams. Multi-beam support enables "make-before-break" and two simultaneous links across satellites, orbits and networks. The transmit beamforming IC is offered in two variants, supporting high and medium output power levels. This feature helps customers optimize their user terminal size, configuration complexity and energy footprint. To reduce customer design time, Sivers' is also making available the Maverick (BFM02701 and BFM02702) Ka-band transmit and receive array panels. The Maverick platform integrates the Cloudchaser chipset with antenna arrays in a compact flat-panel design to simplify development of electronically-steered SATCOM terminals.
お知らせ • Jan 07Sivers Semiconductors AB (publ) to Report Q1, 2026 Results on May 13, 2026Sivers Semiconductors AB (publ) announced that they will report Q1, 2026 results on May 13, 2026
お知らせ • Dec 23+ 2 more updatesSivers Semiconductors AB (publ) to Report Q3, 2026 Results on Nov 11, 2026Sivers Semiconductors AB (publ) announced that they will report Q3, 2026 results on Nov 11, 2026
お知らせ • Nov 10Sivers Semiconductors AB (publ) Announces Appointment of Raymond Biagan as Chief Revenue Officer, Effective November 10, 2025Sivers Semiconductors AB (publ) announced the appointment of Raymond Biagan as its new Chief Revenue Officer (CRO), effective November 10, 2025. In this pivotal role, Raymond will be responsible for Global Sales and Field Applications Engineering. Raymond joins Sivers from GlobalFoundries, a leading manufacturer of essential semiconductors for large-scale and high-growth markets, where he substantially increased the revenue funnel year over year driving his accounts to over $1B in sales. Prior to his time at GlobalFoundries, Raymond has had a very successful Sales Executive leadership tenure spanning over 25 years in the high-tech microelectronics industry. He has worked at several prominent silicon and III-V compound semiconductor companies including Qualcomm, RF Micro Devices (now Qorvo), RFaxis (acquired by Skyworks) and Sanan Integrated Circuits. He brings strong domain knowledge and experience in wireless and photonics technologies. Raymond has a Bachelor's degree in Electrical Engineering from University of California, Irvine and is a graduate of the Executive Education program of University of Michigan'sRoss School of Business.
お知らせ • Sep 19Sivers Semiconductors AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 94.999998 million.Sivers Semiconductors AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 94.999998 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 25,675,675 Price\Range: SEK 3.7 Transaction Features: Subsequent Direct Listing
お知らせ • Aug 08Sivers Semiconductors Announces CFO ChangesSivers Semiconductors AB announced the appointment of Heine Thorsgaard as its new CFO, effective September 1, 2025. In this role, Heine will be responsible for Global Finance, Investor Relations and IT operations. Heine joins Sivers from Napatech, where he has been the CFO since 2018. Napatech sells high-speed, programmable network interface cards designed for real-time network performance management, cybersecurity, and data center . Prior to his time at Napatech, Heine has had a very successful CFO and Financial Executive leadership tenure across the IT, Technology and Professional Services sectors, with strong exposure to Europe and the US, for over 15 years. Heine has a Phd and Masters degree in Finance from Copenhagen University and a Masters degree in International Business from Roskilde University. Lottie Saks will ensure a smooth transition to the new CFO, during her transition period with Sivers.
お知らせ • Apr 29Sivers Semiconductors AB (publ), Annual General Meeting, May 28, 2025Sivers Semiconductors AB (publ), Annual General Meeting, May 28, 2025, at 16:00 W. Europe Standard Time. Location: at the companys premises at, torshamnsgatan 48 in kista, Sweden
お知らせ • Mar 03Sivers Semiconductors Announces New SATCOM and 5G Antenna Array Products at MWC 2025Sivers Semiconductors AB unveiled a new line of antenna array products and evaluation kits for millimeter-wave SATCOM and 5G applications at Mobile World Congress 2025. These products represent a positive shift forward for Sivers' Wireless Business Unit, from chips to antenna arrays. These latest solutions also enable rapid design-in and accelerated time-to-market for customers, since the design, manufacturing and test of millimeter-wave antenna arrays, particularly large arrays targeting SATCOM and 5G infrastructure applications, is complex and time consuming. Over the course of 2025, the following products will be introduced by Sivers Wireless: An unlicensed 5G millimeter-wave (57-71GHz) 16-element transmit-receive single-aperture dual-polarized antenna array module supporting +34dBm EIRP standalone (higher with an integrated lens or reflector) and available for purchase immediately. Read more about the module in the attached product brief. A 26.5-29.5GHz 5G millimeter-wave dual-polarized 128-element antenna array evaluation kit (EVK) based on the SUMMIT 2629 beamforming IC achieving +60dBm EIRP at 3% EVM for full-bandwidth 64-QAM, and available for purchase immediately. Read more about the EVK in the attached product brief. SATCOM 17-21GHz receive and 27-31GHz transmit array panels for high-performance ground terminals, available in Third Quarter 2025. A 24.25-27.5GHz 5G millimeter-wave dual-polarized 512-element antenna array panel based on the SUMMIT 2427e beamforming IC, available in Fourth Quarter 2025.
お知らせ • Feb 20+ 3 more updatesSivers Semiconductors AB (publ) to Report Fiscal Year 2025 Results on Feb 13, 2026Sivers Semiconductors AB (publ) announced that they will report fiscal year 2025 results on Feb 13, 2026
お知らせ • Feb 17Sivers Semiconductors AB (publ) to Report Q4, 2024 Results on Apr 28, 2025Sivers Semiconductors AB (publ) announced that they will report Q4, 2024 results at 9:00 AM, Central European Standard Time on Apr 28, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings released: kr0.22 loss per share (vs kr0.17 loss in 3Q 2023)Third quarter 2024 results: kr0.22 loss per share (further deteriorated from kr0.17 loss in 3Q 2023). Revenue: kr67.5m (down 6.2% from 3Q 2023). Net loss: kr51.4m (loss widened 26% from 3Q 2023). Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 57% per year, which means it is significantly lagging earnings.
お知らせ • Oct 03Sivers Semiconductors AB (publ) to Report Nine Months, 2024 Results on Nov 11, 2024Sivers Semiconductors AB (publ) announced that they will report nine months, 2024 results on Nov 11, 2024
New Risk • Oct 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.0m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr156m free cash flow). Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (€90.0m market cap, or US$99.4m).
お知らせ • Oct 02Sivers Semiconductors AB (publ) to Report Fiscal Year 2024 Results on Feb 05, 2025Sivers Semiconductors AB (publ) announced that they will report fiscal year 2024 results on Feb 05, 2025
お知らせ • Aug 07byNordic Acquisition Corporation (NasdaqGM:BYNO) signed a letter of intent to acquire Sivers Photonics Ltd. from Sivers Semiconductors AB (publ) (OM:SIVE).byNordic Acquisition Corporation (NasdaqGM:BYNO) signed a letter of intent to acquire Sivers Photonics Ltd. from Sivers Semiconductors AB (publ) (OM:SIVE) on August 6, 2024. Under the terms of the non-binding LOI, byNordic and Sivers intend to enter into a definitive agreement for the acquisition of Sivers Photonics. The completion of the business combination is subject to the completion of due diligence, the negotiation and execution of definitive documentation and satisfaction of the conditions contained therein, including (i) securing certain concurrent financing, (ii) completion of any required stock exchange and regulatory reviews and (ii) approval of the transaction by byNordic's and Sivers Photonics' Boards of Directors and stockholders. Setterwalls Advokatbyrå Ab acted as legal advisor for Sivers Semiconductors AB. Pillsbury Winthrop Shaw Pittman LLP, London acted as legal advisor for Sivers Semiconductors AB. Loeb & Loeb LLP acted as legal advisor for byNordic Acquisition Corporation.
お知らせ • Jul 22+ 1 more updateSivers Semiconductors AB (Sivers) Announces CEO Changes, Effective August 19, 2024Sivers Semiconductors AB (Sivers), announced the appointment of Vickram Vathulya as its CEO, succeeding Anders Storm, effective August 19, 2024. Dr. Vathulya brings over 25 years of experience in the semiconductor industry with a proven track record in building strategically sound businesses backed by strong organizational talent while navigating complex market dynamics to lead Sivers through its next phase of growth. As CEO, Vathulya will leverage his senior leadership experience, extensive network, and deep understanding of the semiconductor industry to drive Sivers' strategic initiatives worldwide. Dr. Vathulya most recently served as President of Nuvotronics, spearheading a strategic, operational, and cultural transformation for long-term growth and value creation. Prior to that, he revitalized the standard products business at Maxim Semiconductors, the most profitable business in the company portfolio. His experience also includes other executive leadership roles, such as successfully growing a variety of RF and wireless businesses at Maxim Integrated and NXP Semiconductors. Vathulya has a Ph.D. in Electrical Engineering from Lehigh University in Pennsylvania and an MBA from the Berkeley Haas School of Business, University of California.
お知らせ • Jul 20+ 1 more updateSivers Semiconductors AB (publ) to Report Q4, 2024 Results on Feb 07, 2025Sivers Semiconductors AB (publ) announced that they will report Q4, 2024 results on Feb 07, 2025
Reported Earnings • Jul 20Second quarter 2024 earnings released: kr0.18 loss per share (vs kr0.13 loss in 2Q 2023)Second quarter 2024 results: kr0.18 loss per share (further deteriorated from kr0.13 loss in 2Q 2023). Revenue: kr59.5m (up 16% from 2Q 2023). Net loss: kr43.5m (loss widened 45% from 2Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
お知らせ • Jun 26Sivers Semiconductors AB (publ) to Report Q2, 2024 Results on Jul 18, 2024Sivers Semiconductors AB (publ) announced that they will report Q2, 2024 results on Jul 18, 2024
お知らせ • May 16Sivers Semiconductors AB (publ) Announces Board ChangesSivers Semiconductors AB (publ) at the Annual General Meeting held on 15 May 2024 elected Karin Thurberg and Keith Halsey as a new member of the Board of Directors. Beth Topolosky has declined re-election.
New Risk • May 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr180m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr180m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 5.4% per year over the past 5 years.
お知らせ • May 03Sivers Semiconductors AB (publ) to Report Q1, 2024 Results on May 03, 2024Sivers Semiconductors AB (publ) announced that they will report Q1, 2024 results on May 03, 2024
Reported Earnings • Apr 29Full year 2023 earnings released: kr0.68 loss per share (vs kr0.41 loss in FY 2022)Full year 2023 results: kr0.68 loss per share (further deteriorated from kr0.41 loss in FY 2022). Revenue: kr269.1m (up 40% from FY 2022). Net loss: kr157.4m (loss widened 82% from FY 2022). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
お知らせ • Apr 17+ 1 more updateSivers Semiconductors AB (publ), Annual General Meeting, May 15, 2024Sivers Semiconductors AB (publ), Annual General Meeting, May 15, 2024, at 16:00 Central European Standard Time. Location: Torshamnsgatan 48 Kista Sweden Agenda: To consider Election of Chairman of the meeting; to consider Election of one or two persons to verify the minutes; to consider Preparation and approval of the voting list; to consider Approval of the agenda; to consider Determination as to whether the meeting has been duly convened; to consider Address by the CEO and by the Chairman; to consider Presentation of the annual report and the auditor’s report as well as the consolidated annual report and the consolidated auditor’s report; to consider Determination of the number of Board members and auditors; and to consider other matters.
お知らせ • Mar 26Sivers Semiconductors AB Announces Resignation of Anders Storm as CEOSivers Semiconductors AB announced that CEO Anders Storm has decided to leave his position for new challenges outside the Company. Sivers has initiated a global search for a new CEO. Anders Storm will remain in his position until the new CEO has taken office or until the end of his six-month notice period, September 2024.
お知らせ • Mar 12Sivers Semiconductors AB (publ) announced that it has received SEK 75 million in funding from Formue Nord A/SOn March 11,2024, Sivers Semiconductors AB amended and closed the transaction. The company received convertible loan for gross proceeds of SEK 35 million at a fixed conversion rate of SEK 4.86 and SEK 15 million loan from returning new investor Formue Nord A/S. The loan is convertible into ordinary shares. The transaction has been approved by the board of the company. The loan will mature on may 30, 2025.
お知らせ • Feb 29Sivers Semiconductors AB (publ) Announces Board AppointmentsSivers Semiconductors AB (publ) at its EGM held on February 28, 2024 approved to appoint Dr. Bami Bastani as a new board member and chairman of the Company until the end of the next annual general meeting. Furthermore, it was resolved to appoint the former chairman of the board, Tomas Duffy, as vice chairman of the board.
お知らせ • Feb 28Sivers Semiconductors AB Launches 28 Ghz 5G mmWave RF Module At Mobile World Congress 2024Sivers Semiconductors AB announced the commercial launch of its new low-cost Radio Frequency (RF) Module BFM02803, covering the 5G FR2 mmWave bands N257, N258, and N261 (from 24.25 GHz to 29.5 GHz). Module BFM02803 - presented at the Mobile World Congress (MWC) 2024 - is optimized for high-performance, high-power Fixed Wireless Access (FWA) applications and enables to differentiate and meet the requirements of large-scale manufacturing of FWA products. It is designed to interface with leading baseband modems. The BFM02803 supports 2x2 MIMO with dual-layer polarization in both downlink and uplink for channels up to 1.2 GHz. The new module includes 32 dual-polarized antenna elements with 2D beam steering capabilities, in azimuth and elevation. Autonomous calibration routines and simple baseband interfaces make the module easy to install and manage. With the use of an air-filled cavity in the PCB, the module is optimized for large-scale, low-loss, and low-cost assembly. Additionally, transmitted power greater than +50 dBm per polarization enables FWA product deployments in the most diverse applications with the lowest total cost of ownership. The module BMF02803 will be showcased in a live demonstration of a fully-functioning and deployment-ready base station reference design based on NXP's Layerscape Access LA12xx baseband processor, Sivers Semiconductors' 5G mmWave transceiver module: TRB02801, and PureSoftware's physical layer stack. The BMF02803 module is available for customer sampling. The TRB02801 RFIC is available for volume production.
Reported Earnings • Feb 14Full year 2023 earnings released: kr0.68 loss per share (vs kr0.41 loss in FY 2022)Full year 2023 results: kr0.68 loss per share (further deteriorated from kr0.41 loss in FY 2022). Revenue: kr269.1m (up 40% from FY 2022). Net loss: kr157.4m (loss widened 82% from FY 2022). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12Sivers Semiconductors AB (publ)'s Subsidiary Sivers Semiconductors Inc. Appoints Dr. Bami Bastani as US Executive ChairmanSivers Semiconductors AB announced that its subsidiary, Sivers Semiconductors Inc., has appointed Dr. Bami Bastani as US Executive Chairman and has been nominated as the Chairman of the Board of Directors of Sivers Semiconductors AB. Dr. Bastani joined Sivers' team as Strategic Advisor to the Board and the Management team in August 2023. He brings over 42 years of semiconductor industry experience, most recently as Senior Vice president at GlobalFoundries and GlobalFoundries' board member at the Global Semiconductor Alliance (GSA). Prior to GlobalFoundries, Dr. Bastani held President, CEO, and Board member positions at Meru Networks, Trident Microsystems, and ANADIGICS. He brings over 20 years of serving on Boards of Directors of public and private companies. Dr. Bastani will assist the CEO, Anders Storm, in further strengthening Sivers' position in the US with his vast network of executive contacts, sales opportunities, attracting talent, and overall strategies for success.
New Risk • Feb 12New major risk - Revenue and earnings growthEarnings have declined by 7.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr165m free cash flow). Earnings have declined by 7.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Shareholders have been diluted in the past year (9.8% increase in shares outstanding).
New Risk • Feb 08New major risk - Revenue and earnings growthEarnings have declined by 7.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr165m free cash flow). Earnings have declined by 7.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding).
お知らせ • Jan 11Sivers Semiconductors AB (Publ) Updates Earnings Guidance for the Year 2023Sivers Semiconductors AB (publ) updated earnings guidance for the year 2023. For the year, the company expected revenue will grow between 65% and 75% higher than 2022. The company was unable to achieve the previously announced guidance of 100% revenue growth year over year for 2023, as a SEK 20 million - SEK 25 million portion of a SEK 55 million order of satellite beam-former chips shipment was pushed out from the fourth quarter 2023 into 2024.
New Risk • Dec 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr165m free cash flow). Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding).
Reported Earnings • Oct 28Third quarter 2023 earnings released: kr0.17 loss per share (vs kr0.19 loss in 3Q 2022)Third quarter 2023 results: kr0.17 loss per share (improved from kr0.19 loss in 3Q 2022). Revenue: kr73.9m (up 68% from 3Q 2022). Net loss: kr40.9m (loss narrowed 9.5% from 3Q 2022). Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
お知らせ • Sep 28Sivers Photonics Demonstrates Next-Generation DFB Laser Arrays Supporting 4 Terabit GPU to GPU Communication forGenerative AI Applications at ECOC 2023 in Glasgow, ScotlandSivers Photonics will be present at the upcoming European Conference on Optical Communication (ECOC) 2023, taking place in the company's hometown of Glasgow at the Scottish Exhibition Centre from 1 - 5 October 2023. Sivers and Ayar Labs will hold a joint live demonstration, showing the Sivers 8-wavelength distributed feedback (DFB) laser array integrated into the Ayar Labs SuperNova™? multi-wavelength optical source supporting 4 Terabit data communication. Sivers will also participate in "PICs for Quantum Applications" Symposium, Tuesday 2 October from 3.30 - 5.00pm, where Andy McKee will be a panelist and speaker. The team from Sivers look forward to showcasing their range of custom III-V photonic devices, with a focus on CW-WDM MSA compliant 8-wavelength O-Band CW DFB laser arrays, which will be shown as part of a live demo. Sivers will host a joint live demonstration with Ayar Labs, showcasing the 8-wavelength distributed feedback ("DFB") laser array from Sivers Photonics, integrated into the Ayar Labs superNova™? multi-WAvelength optical source. The demonstration will be located at Sivers' booth, #615, during the exhibition, running from 2 - 4 October. Teams from Sivers Photonics and Ayar Labs will be available throughout the event to take attendees through the live demonstration. This advanced joint technology between both companies is driving revolutionary breakthroughs supporting generative AI applications. As foundational AI models have become larger and more complex, they require more GPU processing and memory capacity. Integrating optical I/O within the GPU package to communicate with the rest of the GPU cluster, allows for efficient scaling of infrastructures to handle ever-growing AI demands. By using optical connections instead of electrical, power consumption can be lowered by up to 90% while allowing for 5-10x better communication within the AI cluster to increase utilization of all GPUs. In addition to their presence at the exhibition, Sivers Photonics CTO, Andy McKee, will present, "Advances in InP Laser Arrays for Data Centre and Sensing Applications" on the Market Focus stage in the exhibition area on Tuesday 3 October at 11.20 am. Sivers will also be taking part in the symposium, "PICs for Quantum applications", where Andy McKee will be an panelist and speaker, presenting "High Performance Laser sources for Hybrid PIC Quantum Applications". The symposium takes place on Tuesday 3 October from 3.30 to 5.00 pm, during the ECOC conference.
New Risk • Aug 18New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -kr178m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr178m). Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding). Significant insider selling over the past 3 months (€917k sold).
Reported Earnings • Aug 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr54.2m (up 24% from 2Q 2022). Net loss: kr30.0m (loss narrowed 51% from 2Q 2022). Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
お知らせ • Aug 18Sivers Semiconductors AB (Publ) Provides Earnings Guidance for the Year 2023Sivers Semiconductors AB (publ) provided earnings guidance for the year 2023. For 2023, the company expects net sales growth to exceed 100% over 2022. Net sales may vary between quarters as a result of individual contracts. Furthermore, the company expects to reach positive adjusted EBITDA in the second half of 2023.
お知らせ • Aug 17Sivers Semiconductors AB (Publ) Appoints Bami Bastani as Strategic AdvisorSivers Semiconductors AB (publ) announced that Dr. Bami Bastani has joined Sivers as a strategic advisor to the board and management to further strengthen the company's focus on the US and global markets and provide guidance related to the semiconductor, Photonics, 5G and SATCOM ecosystems. Dr. Bami Bastani has over four decades of extensive experience in the industry, including a most recent role as Senior Vice President and General Manager at GLOBALFOUNDRIES, where he led the high-growth Mobile and Wireless Infrastructure business unit. He transitioned to Senior Vice President and Senior Advisor to CEO in Aug. 2022 through March 2023. Dr. Bastani has a unique and broad leadership experience in the high-tech semiconductor industry and served on the Board of Directors of Global Semiconductor Alliance (GSA) alongside over 30 influential captains of the industry from semiconductors to system houses globally. Dr. Bastani's leadership roles have spanned multiple industries that include semiconductor components (Intel, National Semiconductor), System on a Chip (Fujitsu Micro, Trident Microsystems), Systems and Software (Meru Networks including WiFi as a Service -WAAS- on the Cloud) and manufacturing services (GLOBALFOUNDRIES). He has served as the growth and turnaround CEO of several public companies, including ANADIGICS, Trident Microsystems, and Meru Networks.
New Risk • Jul 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr11m net loss in 2 years). Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (9.7% increase in shares outstanding). Significant insider selling over the past 3 months (€1.3m sold).
Recent Insider Transactions • Jul 24Director recently sold €917k worth of stockOn the 17th of July, Erik Fallstrom sold around 2m shares on-market at roughly €0.58 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
お知らせ • May 30Sivers Semiconductors Announces CFO ChangesSivers Semiconductors announced that company has recruited current board member Lottie Saks as its new CFO. She assumes her new role in June. Lottie Saks has a long and broad experience of leading financial roles in companies with significant international presence as well as from listed companies on Nasdaq Stockholm's main list. Lottie Saks most recently came from the role of CFO at Haldex and previously Cint. Before that, she worked for five years as CFO at OneMed. She has previously held leading positions at, among others, OMX Technology Financial Markets and Johnson & Johnson. She began her career in auditing at Arthur Andersen. Lottie Saks has been on the board of Sivers for almost three years and is chairman of the audit committee. She will leave these posts when she takes up her new role in June. She succeeds Håkan Rippe, who will leave the company in July 2023.
お知らせ • May 27Sivers Semiconductors AB (Publ) Announces Ingrid Engström Declines Re-ElectionSivers Semiconductors AB (publ) at its AGM held on May 25, 2023 announced that Ingrid Engström has declined re-election.
Recent Insider Transactions • May 15Managing Director of Sivers Wireless recently sold €366k worth of stockOn the 10th of May, Harish Krishnaswamy sold around 549k shares on-market at roughly €0.67 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €594k more than they bought in the last 12 months.
Reported Earnings • Apr 30Full year 2022 earnings released: kr0.41 loss per share (vs kr0.83 loss in FY 2021)Full year 2022 results: kr0.41 loss per share (improved from kr0.83 loss in FY 2021). Revenue: kr191.9m (up 30% from FY 2021). Net loss: kr86.4m (loss narrowed 35% from FY 2021). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Apr 05Forecast breakeven date pushed back to 2025The 2 analysts covering Sivers Semiconductors previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 37% per year to 2024. The company is expected to make a profit of kr60.1m in 2025. Average annual earnings growth of 61% is required to achieve expected profit on schedule.
Recent Insider Transactions • Feb 12Managing Director recently sold €527k worth of stockOn the 8th of February, Harish Krishnaswamy sold around 764k shares on-market at roughly €0.69 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
お知らせ • Feb 04Sivers Semiconductors AB (publ), Annual General Meeting, May 25, 2023Sivers Semiconductors AB (publ), Annual General Meeting, May 25, 2023, at 16:00 Central European Standard Time.
Reported Earnings • Feb 04Full year 2022 earnings releasedFull year 2022 results: Revenue: kr200.2m (up 36% from FY 2021). Net loss: kr86.4m (loss narrowed 35% from FY 2021). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Feb 02Sivers Semiconductors AB (publ) Provides Sales Guidance for 2023Sivers Semiconductors AB (publ) provided sales guidance for 2023. For the year, company expects net sales growth to exceed 100% over 2022.
お知らせ • Jan 12Sivers Semiconductors AB (publ) to Report Fiscal Year 2022 Results on Apr 26, 2023Sivers Semiconductors AB (publ) announced that they will report fiscal year 2022 results at 9:00 AM, Central European Standard Time on Apr 26, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: kr0.35 loss per share (vs kr0.34 loss in 3Q 2021)Third quarter 2022 results: kr0.35 loss per share. Revenue: kr46.4m (up 15% from 3Q 2021). Net loss: kr45.2m (loss narrowed 16% from 3Q 2021). Revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany.
お知らせ • Oct 25Sivers Semiconductors AB (publ) Appoints Harish Krishnaswamy as Managing DirectorSivers micondnductors AB (publ) has appointed Harish Krishnaswamy, co-founder of a former CTO atat MixComm, as Managing Director (MD) of Sivers Wireless. Harish Krishnaswamy will also join the management team of Sivers. Mike Noonen, former Interim MD of Sivers Wireless and US President will continue as an adviser to Sivers. Harish has a great network in the USA and is very well known in the semiconductor industry. Sivers emiconductors. Sivers Wireless has two development units. The one in the USA, which has been run by Harish Krishnaswamy, will now be run by Arun Natarajan, former VP of RF Technology at MixComm and Professor in Electrical & Computer Engineering at Oregon State University. Harish Krishnaswamy received his B.Tech. degree in electrical engineering from IIT Madras, Chennai, India, in 2001, and the M.S. andPh.D. degrees in electrical engineering from the University of Southern California (USC), Los Angeles, CA, USA, in 2003 and 2009, respectively. In 2009, he joined the Electrical Engineering Department, Columbia University, New York, NY, USA, as a professor and the Director of the Columbia High-Speed and Millimeter-Wave IC Laboratory (CoSMIC). In 2017, he co-founded MixComm Inc., which was acquired by Sivers Semiconductors in February 2022. He has received numerous awards in both academic and industrial settings.
Reported Earnings • Jul 22Second quarter 2022 earnings released: kr0.29 loss per share (vs kr0.19 loss in 2Q 2021)Second quarter 2022 results: kr0.29 loss per share (down from kr0.19 loss in 2Q 2021). Revenue: kr46.7m (up 20% from 2Q 2021). Net loss: kr61.0m (loss widened 111% from 2Q 2021). Over the next year, revenue is forecast to grow 111%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 23Managing Director of Sivers Photonics recently bought €141k worth of stockOn the 20th of June, William McLaughlin bought around 125k shares on-market at roughly €1.13 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €10m more in shares than they bought in the last 12 months.
お知らせ • Jun 15Sivers Semiconductors AB (publ) Exhibits and Shows Ground-Breaking Live Demonstrations At IMS 2022, 21-23 June in Denver, ColoradoSivers Semiconductors AB (publ) will be present at the International Microwave Symposium (IMS) 2022, 19-24 June in Denver, Colorado. Being at the heart of innovation, Sivers Semiconductors will at the exhibition 21-23 June show ground-breaking live demonstrations covering both 26, 28, 39 and 60 GHz solutions and exhibit some successful implementations of its technology in commercial products. Mike Noonen, Sivers Wireless, will also participate in the panel "Race to the Next G- Ride the mmWave or Wave Goodbye!", 21 June at 12:10 pm. This year Sivers Semiconductors will attend and exhibit its full breadth of millimeter wave solutions and meet with a long list of customers and partners. During the show, Sivers will demonstrate, live "over the air", a number of its market leading products for both the unlicensed 60 GHz band and licensed 26,28 and 39 GHz band: SUMMIT2629 and SUMMIT3741 - eight channel RF front ends for 28 GHz and 39 GHz, 5G phased array antenna systems fabricated in RF-SOI. TRB02801 and TRB03901 - 32 channel beam forming transceiver Radio Frequency Integrated Circuits (RFICs) with support for both Zero-IF and IF baseband interface. BFM02801 and BFM03901- active antenna modules based on the TRB RFICs 39 GHz Antenna-in Package (AiP) - With integration of the SUMMIT beamformer ICs with a unique antenna building practice. Several demos will include configurations with partners which will be demonstrated both in Sivers Semiconductors booths as well as in the partner booths: Airvine: Airvine recently announced the availability of their WaveTunnelTM, which is based on the Sivers TRXBF01 RFIC for superior performance in the 60 GHz band. Will be demonstrated live at the Sivers booth. Kreemo: Kreemo has integrated the Sivers beamformer ICs with their innovative antenna solutions, exemplified by the stackable antenna solutions for 360 degree coverage of 5G FR2 radios. This product was launched in time for the MWC2022 as previously communicated by Sivers. This and other products will be demonstrated live at both Kreemo and Sivers booths. Sivers will also exhibit some successful implementations of its technology in commercial products. Examples that will be shown are CCS, Airvine and Tachyon Networks offering a truly innovative and cost-effective 60GHz PmP (Point-to-MultiPoint) product, benefitting from the unique features enabled by Sivers technology. Depending on use case and requirements these products offer flexibility, performance and robustness and proves the maturity of Sivers 60 GHz technology. Sivers Wireless now offers a complete, value adding 5G NR FR2 RF portfolio, suitable for any configurations from the biggest antenna arrays with high requirements on output power and power efficiency down to the smallest CPE configurations or the solutions for indoor coverage or hot spots. On top of that, Sivers also offer the RF products for the unlicensed 60 GHz band, already now ready to be used in 5G NR-U applications, and RFICs for the SatCom space, where performance and efficiency is key. Sivers also adds value to customers by providing software algorithms that can be run on a customer's baseband unit to further boost the RF performance of product.
Breakeven Date Change • May 06Forecast breakeven date moved forward to 2023The 3 analysts covering Sivers Semiconductors previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of kr23.0m in 2023. Average annual earnings growth of 72% is required to achieve expected profit on schedule.
Reported Earnings • Apr 28Full year 2021 earnings released: kr0.83 loss per share (vs kr1.37 loss in FY 2020)Full year 2021 results: kr0.83 loss per share (up from kr1.37 loss in FY 2020). Revenue: kr147.1m (up 10% from FY 2020). Net loss: kr133.7m (loss narrowed 32% from FY 2020). Over the next year, revenue is forecast to grow 26%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 28Director recently sold €10m worth of stockOn the 23rd of March, Erik Fallstrom sold around 15m shares on-market at roughly €0.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.
お知らせ • Mar 01Sivers Semiconductors Announces Multiple New Products for Licensed 5G Bands At Mobile World Congress 2022Sivers Semiconductors announces the launch of multiple new products from the recently completed MixComm acquisition including 2nd generation beamformers, frequency converters, high-end fixed wireless access module. Right in time for Mobile World Congress 2022, Sivers Semiconductors is announcing multiple new products resulting from their recent acquisition of MixComm. These products build on MixComm's novel architecture and use of RFSOI to enable robust mmWave solutions with optimal RF output power, power efficiency and cost. The 2nd generation of the award winning SUMMITTM beamformers now cover all of the major FR2 frequencies from 24GHz to 41Ghz with higher linear RF output power over competing products while maintaining at least 2× higher efficiency. The SKYLINETM Frequency Converters have been designed with 5G mmWave wireless infrastructure needs in mind reducing cost and power consumption while enhancing system performance. The WHISTLERTM High-end Fixed Wireless Access Module for Customer Premise Equipment uses both the 2nd generation SUMMIT beamformers and SKYLINE Frequency converter integrated circuits to deliver substantially improved uplink in a tiny, cost-effective module. This enables easy self-install CPE equipment in smaller and more aesthetic form factors. Highlights of each of these new Sivers products: SKYLINETM Frequency Converter: Two devices for coverage of the major FR2 bands: SKYLINE2429 with RF 24.25 to 29.5GHz and IF 3.3 to 7.125GHz. SKYLINE3741 with RF 37 to 41GHz and IF 3.3 to 7.125GHz. High-performance mmWave-to-IF frequency converters. Performance and cost optimized for 5G mm. Wave infrastructure applications. Integrated LO multiplication. Samples available now for SKYLINE2429.
お知らせ • Feb 24+ 1 more updateSivers Semiconductors Delivering 5G Mmwave Connectivity Live At Mobile World Congress 2022Sivers Semiconductors announced MWC w will cast the spotlight on Connectivity Unleashed exploring the technology that is shaping industry. Being at the heart of innovation, Sivers Semiconductors will show live demonstrations of both unlicensed 5G at 60 GHz (57-71 GHz) as well as licensed 5G at 28 GHz (26.5 to 29.5 GHz). Sivers Semiconductors is, once again, back at MWC showcasing new state -of-the-art 5G NR mmWave products and showing live demonstrations. With world class 5G RF technology, Sivers Semiconductors offers outstanding RF performance enabling flexible network architectures. New products to be announced at MWC resulting from the MixComm acquisition are: Enhanced versions of the award-winning RFSOI Summit[TM] beamformers, covering 24 thru 39GHz, · Highly integrated Fixed Wireless Access 28GHz module with best-in-class uplink, 5G mmWave optimized Up/Down converters, Besides the expanded portfolio, Sivers Semiconductors will also discuss the recently launched cooperation with MaxLinear, which is opening up for new, more cost effective and high performing implementations for unlicensed 60 GHz point-to-point solutions. Showcases, discussions and demonstrations will take place at MWC22, GranFira, in hall 5 at stand #5E2 throughout February 28[th]- March 3[rd], 2022.
Breakeven Date Change • Feb 18Forecast breakeven date pushed back to 2024The 3 analysts covering Sivers Semiconductors previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 68% per year to 2023. The company is expected to make a profit of kr151.5m in 2024. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: kr0.83 loss per share (up from kr1.37 loss in FY 2020). Revenue: kr154.3m (up 16% from FY 2020). Net loss: kr133.7m (loss narrowed 32% from FY 2020). Revenue missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 102%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Feb 08+ 2 more updatesSivers Semiconductors AB to Report Fiscal Year 2022 Results on Feb 16, 2023Sivers Semiconductors AB announced that they will report fiscal year 2022 results on Feb 16, 2023
Recent Insider Transactions • Nov 14Group Chief Executive Officer recently bought €81k worth of stockOn the 12th of November, Anders Storm bought around 38k shares on-market at roughly €2.10 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Anders has been a net seller over the last 12 months, reducing personal holdings by €192k.
Recent Insider Transactions • Nov 14Group Chief Executive Officer recently bought €81k worth of stockOn the 12th of November, Anders Storm bought around 38k shares on-market at roughly €2.10 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Anders has been a net seller over the last 12 months, reducing personal holdings by €192k.
Reported Earnings • Nov 13Third quarter 2021 earnings released: kr0.34 loss per share (vs kr1.07 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: kr42.5m (up 42% from 3Q 2020). Net loss: kr53.5m (loss narrowed 65% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.
Executive Departure • Oct 01Group Chief Financial Officer Robert Ejermark has left the companyOn the 20th of September, Robert Ejermark's tenure as Group Chief Financial Officer ended. As of June 2021, Robert still personally held only 10.00k shares (€9.5k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.00 years.
Executive Departure • Sep 24Group Chief Financial Officer Robert Ejermark has left the companyOn the 20th of September, Robert Ejermark's tenure as Group Chief Financial Officer ended. As of June 2021, Robert still personally held only 10.00k shares (€9.5k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.67 years.
Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 3 analysts covering Sivers Semiconductors expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of kr215.5m in 2023. Average annual earnings growth of 89% is required to achieve expected profit on schedule.
お知らせ • Sep 23Sivers Semiconductors AB Launches New 5G NR MmWave RFICs and Very High-Powered RF ModulesSivers Semiconductors AB announced the launch of the new highly integrated, 5G NR Radio Frequency InIntegrated Circuits (RFICs), TRB02801 and TRB03901, together with very high-powered RFIC and antenna RF modules, BFM02801 and BFM03901, covering all licensed 5G mmWave bands. These RFICs (TRB02801 and TRB03901) support the full frequency range from 24.25 to 43.5 GHz with speeds up to 5 Gbit/s. The unique level of integration enables support for different markets and frequency bands using the same family of hardware. TRB02801 (24.25-29.5 GHz) and TRB03901 (37.0-43.5 GHz) cover five of the Frequency Range 2 (FR2) bands n257, n258, n259, n260, n261. These RFICs are the world's first 32 channel beamforming transceiver RFICs, with support for vertical and horizontal polarization as well as both Zero-IF and IF baseband interface, which match any type of product architecture and can easily be integrated with any 5G mmWave modem to differentiate products. Several RFICs may be tiled together in bigger arrays for even longer reach and higher performance. With consistent RF performance also for the highest data rates with electronic beam steering in one single module, it enables product deployments in the most diverse applications. The modules will be available: for production samples in Q3/Q4 2022 and for engineering samples in Fourth Quarter 2021 as part of Early Access Program.
Reported Earnings • Aug 21Second quarter 2021 earnings released: kr0.19 loss per share (vs kr0.16 loss in 2Q 2020)The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: kr40.3m (up 27% from 2Q 2020). Net loss: kr28.9m (loss widened 29% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.
Breakeven Date Change • Jun 19Forecast breakeven pushed back to 2023The 3 analysts covering Sivers Semiconductors previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 73% per year to 2022. The company is expected to make a profit of kr268.0m in 2023. Average annual earnings growth of 61% is required to achieve expected profit on schedule.
Recent Insider Transactions • May 29Group Chief Executive Officer recently bought €9.8k worth of stockOn the 20th of May, Anders Storm bought around 5k shares on-market at roughly €1.95 per share. In the last 3 months, they made an even bigger purchase worth €33k. Despite this recent buy, Anders has been a net seller over the last 12 months, reducing personal holdings by €273k.
Reported Earnings • May 23First quarter 2021 earnings released: kr0.17 loss per share (vs kr0.16 loss in 1Q 2020)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: kr30.4m (up 1.8% from 1Q 2020). Net loss: kr26.2m (loss widened 24% from 1Q 2020).
Breakeven Date Change • May 23Forecast breakeven moved forward to 2022The 2 analysts covering Sivers Semiconductors previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 79% to 2021. The company is expected to make a profit of kr15.5m in 2022. Average annual earnings growth of 85% is required to achieve expected profit on schedule.
