View Past PerformanceDaktronics バランスシートの健全性財務の健全性 基準チェック /66Daktronicsの総株主資本は$300.7M 、総負債は$10.8Mで、負債比率は3.6%となります。総資産と総負債はそれぞれ$554.4Mと$253.7Mです。 Daktronicsの EBIT は$60.8Mで、利息カバレッジ比率-16.8です。現金および短期投資は$131.6Mです。主要情報3.58%負債資本比率US$10.78m負債インタレスト・カバレッジ・レシオ-16.8x現金US$131.64mエクイティUS$300.75m負債合計US$253.67m総資産US$554.41m財務の健全性に関する最新情報お知らせ • Sep 08Daktronics, Inc. announced delayed 10-Q filingOn 09/07/2023, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Dec 08+ 1 more updateDaktronics, Inc. announced delayed 10-Q filingOn 12/07/2022, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.すべての更新を表示Recent updatesReported Earnings • 10hFull year 2026 earnings released: EPS: US$0.93 (vs US$0.21 loss in FY 2025)Full year 2026 results: EPS: US$0.93 (up from US$0.21 loss in FY 2025). Revenue: US$838.7m (up 11% from FY 2025). Net income: US$45.4m (up US$55.5m from FY 2025). Profit margin: 5.4% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.お知らせ • Jun 12Daktronics, Inc. to Report Q4, 2026 Results on Jun 24, 2026Daktronics, Inc. announced that they will report Q4, 2026 results Pre-Market on Jun 24, 2026お知らせ • Feb 24Daktronics, Inc. to Report Q3, 2026 Results on Mar 04, 2026Daktronics, Inc. announced that they will report Q3, 2026 results Pre-Market on Mar 04, 2026お知らせ • Feb 21Daktronics, Inc. Appoints Bradley T. Wiemann as Executive Vice President - Advisor to the CEOOn February 16, 2026, the Board of Directors of Daktronics, Inc. (Company) authorized the company to enter into an Amended and Restated Termination Agreement and General Release of Claims, effective as of February 1, 2026 (Effective date), with Bradley T. Wiemann, the former Interim President and Chief Executive Officer (CEO) of the Company (Amended agreement). As previously disclosed, Mr. Wiemann’s service as Interim President and CEO of the Company ended on the Effective Date. Pursuant to the Amended Agreement, Mr. Wiemann will serve as Executive Vice President - Advisor to the CEO on an at-will basis from the Effective Date until not later than September 5, 2026.お知らせ • Feb 03+ 1 more updateDaktronics, Inc. Announces Management ChangesOn January 30, 2026, the Board of Directors (the “Board ”) of Daktronics, Inc. (the “Company”) appointed Ramesh Jayaraman to the Board, effective February 1, 2026, with an initial term expiring at the 2027 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier death, resignation, removal, or disqualification. The Board’s appointment of Mr. Jayaraman to the Board was made in accordance with the terms and conditions of the Letter Agreement, dated as of November 25, 2025, entered into between Mr. Jayaraman and the Company (the “ Letter Agreement ”), pursuant to which Mr. Jayaraman was appointed President and Chief Executive Officer of the Company, effective as of February 1, 2026 (the “ Effective Date ”). The material terms of the Letter Agreement, including, but not limited to, the terms of Mr. Jayaraman’s compensation arrangement with the Company in connection with his appointment as President and Chief Executive Officer of the Company, were previously disclosed in the Company’s Current Report on Form 8-K filed on December 3, 2025. As previously disclosed, in connection with Mr. Jayaraman’s appointment as President and Chief Executive Officer of the Company, Bradley T. Wiemann, will step down from his role as Interim President and Chief Executive Officer of the Company, effective as of the Effective Date. Pursuant to the Termination Agreement and General Release of Claims, effective as of August 1, 2025 (the “ Termination Agreement ”), Mr. Wiemann will serve as an Advisor to the successor Chief Executive Officer (the “Successor CEO”) through a reasonable onboarding period as determined by the Board and the Successor CEO (the “Transition Period ”), at which time Mr. Wiemann will retire from the Company. The Company previously reported that Mr. Wiemann would retire on the Effective Date. As of the date of this Current Report on Form 8-K (this “ Report ”), the Board and Mr. Wiemann are currently in discussions regarding an expiration date for the Transition Period. A final determination regarding the expiration date for the Transition Period as a result of those discussions will be disclosed in a report filed by the Company with the Securities and Exchange Commission (“ SEC ”) at a later date in accordance with applicable SEC rules. As previously disclosed, pursuant to the Separation Agreement and General Release entered into between the Company and Reece A. Kurtenbach, the former President and Chief Executive Officer of the Company, effective as of March 5, 2025 (the “ Separation Agreement ”), Mr. Kurtenbach agreed to resign from service as a member of the Board, effective as of the date of appointment of the Successor CEO. Consistent with the express terms of the Separation Agreement, on January 29, 2026, Mr. Kurtenbach resigned as a member of the Board, effective as of February 1, 2026. Mr. Kurtenbach’s resignation did not result from any disagreement with the Company on any matter relating to its operations, policies, or practices. The appointment of Mr. Jayaraman and the resignation of Mr. Kurtenbach do not result in any change to the total number of directors serving on the Board.お知らせ • Jan 22Daktronics, Inc. Announces Cessation of Carla S. Gatzke as Corporate Secretary ,Effective January 31, 2026Daktronics, Inc. announced that On January 20, 2026, the Board of Directors authorized the Company to enter into a Separation and Release Agreement (the “ Separation Agreement ”) with Carla S. Gatzke pursuant to which Ms. Gatzke will cease to serve as Corporate Secretary and Vice President of Human Resources of the Company, effective as of January 31, 2026 (the “ Separation Date ”). Pursuant to the Separation Agreement, so long as Ms. Gatzke does not revoke her acceptance of the Separation Agreement within the time provided to do so and satisfies the other terms and conditions of the Separation Agreement (including compliance with certain restrictive covenants).お知らせ • Dec 04+ 1 more updateDaktronics, Inc. Announces Chief Executive Officer ChangesDaktronics, Inc. announced the appointment of Ramesh Jayaraman as Chief Executive Officer, effective February 1, 2026. Upon approval by the Board of Directors, Mr. Jayaraman will also become a director of the Company, at which time Director and former Chairman, President and CEO Reece Kurtenbach will step down from the Board. Brad Wiemann will continue to serve as Interim President and CEO through the Company’s third fiscal quarter, which ends January 31, 2026. Mr. Jayaraman brings over 25 years of global operations experience to Daktronics, with a strong track record of driving transformational change, delivering significant organic growth and successfully building high-performing, solution-oriented teams. He most recently served as Senior Vice President and Americas Integration Leader for Bosch Home Comfort. Throughout his career, he has led large-scale businesses and global teams through periods of major strategic shifts, enhancing financial and operational performance while leading enterprise-wide value creation initiatives. His career has spanned across technology-driven industrial sectors, integrated solutions and global manufacturing and services businesses. During his tenure at Bosch, Mr. Jayaraman held several senior leadership roles across the company’s global Energy & Building Technologies portfolio, driving major strategic initiatives across business units. Earlier in his career, he led the Asia Pacific business for Harman Professional Solutions, served as Managing Director for Ariston Thermo Group’s APAC operations, and held a series of commercial, operational, and strategy roles at Tyco/ADT across the U.S., China, India, and broader Asia Pacific. He began his career in consulting and business analysis before moving into operational leadership. He holds an MBA from the University of Illinois at Chicago and a bachelor’s degree in mechanical engineering from Delhi College of Engineering.お知らせ • Dec 02Daktronics, Inc. to Report Q2, 2026 Results on Dec 10, 2025Daktronics, Inc. announced that they will report Q2, 2026 results Pre-Market on Dec 10, 2025お知らせ • Sep 02Daktronics, Inc. to Report Q1, 2026 Results on Sep 10, 2025Daktronics, Inc. announced that they will report Q1, 2026 results Pre-Market on Sep 10, 2025お知らせ • Aug 15Daktronics, Inc., Annual General Meeting, Sep 03, 2025Daktronics, Inc., Annual General Meeting, Sep 03, 2025. Location: 201daktronics drive, south dakota 57006, brookings United Statesお知らせ • Aug 14Daktronics, Inc. Not Nominate Kevin McDermott for Re-Election to BoardDaktronics, Inc. announced pursuant to the Cooperation Agreement with Alta Fox Capital Management dated March 3, 2025, the Company was required to refrain from nominating at least one current director whose term expires at the 2025 Annual Shareholder Meeting to be held on September 3, 2025. As such, the board did not nominate Kevin McDermott for re-election to the Board. Mr. McDermott has served as a Director of the Company since 2015, Chair of the Audit Committee Chair since 2016, Lead Director from 2020 through 2023, and on the Nominating and Governance Committee since 2024.お知らせ • Jun 30+ 2 more updatesDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Defensive IndexDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Defensive Indexお知らせ • Jun 10Daktronics, Inc. to Report Q4, 2025 Results on Jun 25, 2025Daktronics, Inc. announced that they will report Q4, 2025 results Pre-Market on Jun 25, 2025お知らせ • Mar 08+ 1 more updateDaktronics, Inc. Announces Board and Management ChangesDaktronics, Inc. announced that Mr. Reece Kurtenbach is stepping down from his roles as President and Chairman of the Company’s Board of Directors, effective at close of business on March 5, 2025. Mr. Kurtenbach will remain involved with the business in an advisory role supporting Daktronics’ digital transformation plan. While this process continues, the Board has appointed Brad Wiemann, the Company’s Executive Vice President, as Interim President. Mr. Wiemann has been with Daktronics since 1993. He has served in a variety of roles at the Company across manufacturing, engineering, product development and other functions. In his current role, he oversees the Company’s Commercial and High Schools & Parks and Recreation business units. He has played a key role in standardizing products to simplify engineering and manufacturing for outdoor products, such as billboards and message centers, as well as developing Daktronics’ sales and service channels. To further accelerate the Company’s transformation, Daktronics Board member and former CFO of Wells Fargo, Howard Atkins, has been appointed Chief Transformation Officer, effective at close of business, March 5, 2025. This transition allows Sheila Anderson to focus on her role as Chief Data and Analytics Officer, a position she assumed in October 2024. Mr. Atkins, age 73, has been a Director of the Company since December 2022. He has served on the Board’s Compensation Committee since December 2022, the Audit Committee since September 2023, and the Strategy and Risk Committee since March 2024. Mr. Atkins was appointed to the Board pursuant to the Cooperation Agreement dated as of July 23, 2022 (the “Cooperation Agreement”) between the Company and Prairieland Holdco, LLC and its affiliates, including Andrew D. Siegel, who also is a member of the Company’s Board. Mr. Atkins currently owns and manages HIA Capital, a business consulting and investment firm. In 2011, Mr. Atkins retired as the Senior Executive Vice President and Chief Financial Officer of Wells Fargo & Company, a banking and financial services company, where he was responsible for Wells Fargo’s financial management functions, investment portfolios, investor relations, capital management and corporate properties functions from 2001 to 2011. A 37-year veteran of the financial services industry, Mr. Atkins previously served as Executive Vice President and Chief Financial Officer of New York Life Insurance Company; Chief Financial Officer of Midlantic Corporation; and Corporate Treasurer of Chase Manhattan Bank. In addition, Mr. Atkins served as a Director for Occidental Petroleum Corporation from 2010 to 2019 and for Ingram Micro from 2004 to 2017. The Board has also appointed Andrew Siegel, currently the Company’s lead independent director, to serve as the new independent Chair of the Board. Mr. Siegel is an accomplished investor and sports, media and technology executive. These appointments support the Board-led business transformation intended to position the Company for its next phase of innovation, commercial growth and global market expansion.お知らせ • Mar 07Daktronics, Inc. Announces Chief Executive Officer ChangesDaktronics announced that Mr. Reece Kurtenbach is stepping down from his roles as CEO of the Company, effective at close of business on March 5, 2025. Mr. Kurtenbach will remain involved with the business in an advisory role supporting Daktronics’ digital transformation plan. The Board will engage a nationally recognized executive search firm to help identify a permanent Chief Executive Officer. While this process continues, the Board has appointed Brad Wiemann, the Company’s Executive Vice President, as Interim President and CEO. Mr. Wiemann has been with Daktronics since 1993. He has served in a variety of roles at the Company across manufacturing, engineering, product development and other functions. In his current role, he oversees the Company’s Commercial and High Schools & Parks and Recreation business units. He has played a key role in standardizing products to simplify engineering and manufacturing for outdoor products, such as billboards and message centers, as well as developing Daktronics’ sales and service channels.お知らせ • Mar 04Daktronics, Inc. and Alta Fox Enter into Cooperation Agreement, Pursuant to Which Appoints Peter Feigin as Independent Member of Board of DirectorsDaktronics, Inc. announced it has entered into a cooperation agreement with Alta Fox Capital Management, LLC, which is the Company’s largest shareholder. Pursuant to the Cooperation Agreement, the Company will appoint Peter Feigin, an Alta Fox-recommended candidate, as a new independent member of its Board of Directors. Mr. Feigin will immediately join the Board’s Transformation Committee. He currently serves as the President of Milwaukee Bucks Inc. (the “Bucks”) and the Fiserv Forum sports arena, brings more than 25 years of sales and marketing experience, including as Chief Marketing and Revenue Officer of Deluxe Entertainment Services Group, an international entertainment company.お知らせ • Feb 19Daktronics, Inc. to Report Q3, 2025 Results on Mar 05, 2025Daktronics, Inc. announced that they will report Q3, 2025 results Pre-Market on Mar 05, 2025お知らせ • Feb 06+ 1 more updateDaktronics, Inc. Intends to Vigorously Defend Itself from Alta Fox's Baseless LitigationAlta Fox is interested not in governance nor Daktronics' future, but in using the in terrorem effect of continuous activism campaigns, the current cumulative voting standard, litigation and public Board criticism as leverage to sell its convertible note (or the stock underlying it) back to the Company at a substantial premium to fair market value. In the company view, Alta Fox is desperate to preserve cumulative voting not because cumulative voting is in the interests of all shareholders, which it manifestly is not, but so that it can retain its ability to unilaterally (or with minimal external shareholder support) replace directors and leverage that ever-present threat in its discussions with the Company regarding the liquidation of its economic interest in Daktronics. Alta Fox has privately expressed to the Company on multiple occasions its desire for liquidity on its Daktronics stake, and Daktronics has engaged extensively with Alta Fox to help Alta Fox achieve such liquidity, while remaining fair to the Company and all of its shareholders. On several occasions, the Board offered to retire the convertible note and repurchase Alta Fox's shares at a price that reflected the market value of Alta Fox's securities, even though the Company is under no obligation to provide liquidity to Alta Fox. The Board even offered to buy that position without a liquidity discount, despite the fact that, in the company estimation, Alta Fox would have no ability to sell its large position for the market price to anyone else, either directly or through a brokerage firm. That was not good enough for Alta Fox. Alta Fox's rejection of the Board's fair offer has made it abundantly clear, in the company view, that Alta Fox will not be satisfied unless the Board agrees to repurchase Alta Fox's convertible note (or the underlying stock) at a significant premium to fair value. Most recently, Alta Fox demanded Daktronics not only pay an above-market price for its shares, but also reimburse Alta Fox for its expenses going back to 2022 (even though the retirement of the convertible note is for Alta Fox's convenience), pay a litigation release fee (even though Alta Fox has no legitimate litigation claims against Daktronics) totaling millions of dollars, and make an interest payment on the convertible note that is approximately four times the actual owed interest. Alta Fox's persistent, private demands for liquidity from the Board are inconsistent with Alta Fox's bullish public posture and supposed focus on the future of Daktronics. Publicly, Alta Fox has been promoting Daktronics at investment conferences, issuing press releases and posting on social media, touting its belief that the Company could be worth $40 per share. Privately, however, Alta Fox has been pressuring the Company with proposal-after-proposal to retire its convertible note and repurchase its shares at prices that are less than half of Alta Fox's public $40 per share price target. Alta Fox demanded the Company pay the outstanding interest in cash and then also pay it in kind with shares valued at $6.31, which the Company would then immediately repurchase at $17.66. to gain liquidity on its otherwise illiquid position quickly, all while having no regard for the shareholders who will be left behind. The Board will not agree to a transaction simply to satisfy Alta Fox's desire for liquidity. And the company will not allow Alta Fox to use South Dakota's uncommon, mandated voting system to threaten continuous disruption at director elections. The Board is committed to protecting the interests of the Company and its shareholders and will unapologetically take every appropriate action necessary to do so, including by advocating for a legal domicile that facilitates a more conventional governance framework that the company believe benefits all shareholders - not just a vocal minority. The Company intends to vigorously defend itself against Alta Fox's lawsuit, which Daktronics believes is without merit, and ensure that all shareholders can have their say on the important topic of which state law should govern the Company's affairs. Regardless of Alta Fox's conduct, the Board will continue to focus on executing its business transformation plan, which the Board believes will create sustainable long-term value for all shareholders, and is committed to the Reincorporation, which enhances shareholder democracy and the ability to elect a cohesive Board that represents the collective interest of the holders of a majority of Daktronics' shares.お知らせ • Feb 05Alta Fox Files Federal Lawsuit to Stop Daktronics’ Reactionary Entrenchment ManeuverOn February 5, 2025, Alta Fox Capital Management LLC announced that it has filed a federal lawsuit against Daktronics Inc and its CEO, Reece A. Kurtenbach, to stop the company’s reincorporation from South Dakota to Delaware. Alta Fox stated that Company’s proposal aims to eliminate cumulative voting, which it believes is a tactic to protect underperforming directors, it argues that the proposal is a reaction to their plan to nominate new directors and calls for immediate declassification of the board. In addition, Alta Fox highlights Company’s poor governance practices, including staggered director elections, a poison pill, and a combined Chair and CEO role and plans to solicit shareholder votes against the reincorporation proposal at the upcoming special meeting.お知らせ • Dec 18Breach Inlet Capital Issues Public Letter to Board of DaktronicsOn December 17, 2024, Breach Inlet Capital LP announced that it has issued a public letter to the Board of Directors of Daktronics Inc, stating that it supports Alta Fox’s recommendations and urges the Board to act in the best interests of all shareholders, the Board’s response to Alta Fox’s recommendations is seen as inadequate and dismissive, and criticizes the Board for delays in hiring a new CFO and for vague financial targets. In addition, Breach Inlet Capital stated that it proposed Glen Herrick as a Board nominee, but he was not seriously considered, and raised it concerns about significant stock sales by current management, questioning their confidence in the company’s future. Further, Breach Inlet Capital recommended the changes to be implemented immediately to 1) declassify the Board, 2) reconstitute the Board with at least four shareholder-nominated directors, 3) separate the CEO and Chairman roles, while naming a shareholder-nominated director as the new Chairman, 4) with the involvement of shareholder-nominated directors, attract a CFO with a proven track record in operational excellence and capital allocation, 5) issue annual guidance, which should provide specific ranges for Revenue, EBIT and adjusted EPS, 6) issue three-year targets, which should include the expected specific benefits from spending ~$10 million on consultants and the Digital Transformation, 7) restructure executive compensation, which should include a greater mix of stock compensation and more stringent/updated criteria, 8) restructure the salesforce compensation, which should be more heavily weighted towards commissions and incentivizing outbound sales, 9) with the refreshed Board and new CFO, develop and communicate a clear capital allocation plan, 10) remove the poison pill. Breach Inlet Capital stated that it plans to continue to make its voice heard to ensure the Board grasps the severity of the situation and the need to act in the best interests of all shareholders.お知らせ • Dec 14Alta Fox Releases Presentation on Daktronics Delivered at Bloomberg Activism Forum 2024On December 11, 2024, Alta Fox Capital Management, released a presentation detailing a clear path to unlocking the full potential of Daktronics, Inc. The presentation, a similar version of which was delivered by Alta Fox Founder and Managing Partner Connor Haley at the Bloomberg Activism Forum 2024, exposes how poor governance and a private family business mentality have driven massive underperformance for shareholders. Alta Fox outlines a clear path to ~$40 per share and ~100% upside through governance reforms, board refreshment, and operational excellence. Alta Fox plans to nominate highly qualified, independent director candidates for election to the Company’s Board. Visit www.FixDaktronics.com to view the presentation.お知らせ • Dec 03Alta Fox Capital Engages in Discussion with DaktronicsOn December 2, 2024, Alta Fox Capital Management, LLC has engaged, and intends to continue to engage, in discussions with management and the Board of Daktronics, Inc. regarding opportunities to unlock value at the Company, including changes to Board composition and improvements to the Company’s corporate governance.お知らせ • Nov 21Daktronics, Inc. to Report Q2, 2025 Results on Dec 04, 2024Daktronics, Inc. announced that they will report Q2, 2025 results Pre-Market on Dec 04, 2024Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €13.90, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 213% over the past three years.お知らせ • Oct 23Daktronics, Inc. Appoints Sheila Anderson as Chief Data and Analytics OfficerDaktronics, Inc. announced that Sheila Anderson, who has served as the company's CFO since 2012, has been appointed to the newly created position of Chief Data and Analytics Officer to support and accelerate the Companys digital transformation. Ms. Anderson will continue to serve in her role as CFO until her successor is identified.Recent Insider Transactions • Oct 02Executive Vice President of Commercial recently sold €289k worth of stockOn the 27th of September, Bradley Wiemann sold around 25k shares on-market at roughly €11.55 per share. This transaction amounted to 23% 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 €591k more than they bought in the last 12 months.Reported Earnings • Sep 06First quarter 2025 earnings released: US$0.11 loss per share (vs US$0.42 profit in 1Q 2024)First quarter 2025 results: US$0.11 loss per share (down from US$0.42 profit in 1Q 2024). Revenue: US$226.1m (down 2.8% from 1Q 2024). Net loss: US$4.95m (down 126% from profit in 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €11.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 136% over the past three years.お知らせ • Aug 29Daktronics, Inc., Annual General Meeting, Sep 04, 2024Daktronics, Inc., Annual General Meeting, Sep 04, 2024.お知らせ • Aug 23Daktronics, Inc. to Report Q1, 2025 Results on Sep 04, 2024Daktronics, Inc. announced that they will report Q1, 2025 results Pre-Market on Sep 04, 2024Recent Insider Transactions • Jul 12Executive Vice President of Commercial recently sold €278k worth of stockOn the 10th of July, Bradley Wiemann sold around 22k shares on-market at roughly €12.63 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. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jun 27Full year 2024 earnings released: EPS: US$0.75 (vs US$0.15 in FY 2023)Full year 2024 results: EPS: US$0.75 (up from US$0.15 in FY 2023). Revenue: US$818.1m (up 8.5% from FY 2023). Net income: US$34.6m (up 409% from FY 2023). Profit margin: 4.2% (up from 0.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €12.90, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 135% over the past three years.お知らせ • Jun 21Daktronics, Inc. to Report Q4, 2024 Results on Jun 26, 2024Daktronics, Inc. announced that they will report Q4, 2024 results Pre-Market on Jun 26, 2024お知らせ • Feb 29Daktronics, Inc. Provides Earnings Guidance for Fiscal Fourth Quarter 2024Daktronics, Inc. provided earnings guidance for Fiscal fourth quarter 2024. For the period, seasonality is expected to be similar to pre-pandemic patterns. Fiscal 2024 fourth quarter net sales are expected to increase sequentially as compared to the third quarter in fiscal year 2024 and decrease from the year-ago period, which was again a high-volume period in which were fulfilling backorders related to pandemic recovery.Reported Earnings • Feb 29Third quarter 2024 earnings released: EPS: US$0.23 (vs US$0.082 in 3Q 2023)Third quarter 2024 results: EPS: US$0.23 (up from US$0.082 in 3Q 2023). Revenue: US$170.3m (down 7.9% from 3Q 2023). Net income: US$10.7m (up 189% from 3Q 2023). Profit margin: 6.3% (up from 2.0% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 21Daktronics, Inc. to Report Q3, 2024 Results on Feb 28, 2024Daktronics, Inc. announced that they will report Q3, 2024 results Pre-Market on Feb 28, 2024New Risk • Jan 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 07Second quarter 2024 earnings released: EPS: US$0.047 (vs US$0.29 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.047 (up from US$0.29 loss in 2Q 2023). Revenue: US$199.4m (up 6.4% from 2Q 2023). Net income: US$2.17m (up US$15.1m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 05Daktronics, Inc. Announces Directors AppointmentDaktronics, Inc. announced the appointment of Andrew Siegel as Lead Independent Director, succeeding Kevin McDermott who has served as Lead Director since June 2020. Andrew Siegel joined the Board in July 2022 part of the Company’s ongoing Board refreshment process. He currently manages Prairieland Holdco LLC, which entered into a Cooperation Agreement with the Company at that time, and co-manages, with Lawrence B. Benenson, TLI Bedrock, LLC, a private multi-strategy investment firm.お知らせ • Nov 28Daktronics, Inc. to Report Q2, 2024 Results on Dec 05, 2023Daktronics, Inc. announced that they will report Q2, 2024 results Pre-Market on Dec 05, 2023お知らせ • Sep 08Daktronics, Inc. announced delayed 10-Q filingOn 09/07/2023, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.Reported Earnings • Sep 07First quarter 2024 earnings released: EPS: US$0.42 (vs US$0.12 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.42 (up from US$0.12 loss in 1Q 2023). Revenue: US$232.5m (up 35% from 1Q 2023). Net income: US$19.2m (up US$24.5m from 1Q 2023). Profit margin: 8.3% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.お知らせ • Sep 02Daktronics, Inc. to Report Q1, 2024 Results on Sep 06, 2023Daktronics, Inc. announced that they will report Q1, 2024 results Pre-Market on Sep 06, 2023お知らせ • Jul 29Daktronics, Inc., Annual General Meeting, Sep 06, 2023Daktronics, Inc., Annual General Meeting, Sep 06, 2023, at 16:30 Central Standard Time. Location: 201 Daktronics Drive Brookings South Dakota United States Agenda: To elect two Directors to serve for a three-year term that expires on the date of the Annual Meeting of Shareholders in 2026 or until his or her successor is duly elected and qualified and to elect one Director to serve for a two-year term that expires on the date of the Annual Meeting of Shareholders in 2025 or until his successor is duly elected and qualified; to approve, on an advisory (non-binding) basis, the Company's compensation of its named executive officers; to ratify the appointment of Deloitte & Touche, LLP as the Company's independent registered public accounting firm for the Company for fiscal 2024; and to ratify, on an advisory (non-binding) basis, amendments to the Company's bylaws.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.95, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 63% over the past three years.Reported Earnings • Jul 13Full year 2023 earnings released: EPS: US$0.15 (vs US$0.013 in FY 2022)Full year 2023 results: EPS: US$0.15 (up from US$0.013 in FY 2022). Revenue: US$754.2m (up 23% from FY 2022). Net income: US$6.80m (up US$6.21m from FY 2022). Profit margin: 0.9% (up from 0.1% in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Jul 12Daktronics, Inc. to Report Q4, 2023 Results on Jul 12, 2023Daktronics, Inc. announced that they will report Q4, 2023 results Pre-Market on Jul 12, 2023お知らせ • May 12Daktronics, Inc. announced that it has received $25 million in funding from Alta Fox Capital Management LLCDaktronics, Inc. entered into a securities purchase agreement for the private placement of senior secured convertible notes for gross proceeds of $25,000,000 on May 11, 2023. The transaction included participation from new investor, Alta Fox Opportunities Fund, LP, a fund managed by, Alta Fox Capital Management LLC. The convertible notes are convertible into shares of the company’s common shares, no par value, subject to certain conditions and limitations.Reported Earnings • Mar 09Third quarter 2023 earnings released: EPS: US$0.082 (vs US$0.096 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.082 (up from US$0.096 loss in 3Q 2022). Revenue: US$185.0m (up 33% from 3Q 2022). Net income: US$3.71m (up US$8.06m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Board Change • Mar 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Howard Atkins was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 15The Portnoy Law Firm Files Lawsuit Against Daktronics, Inc. on Behalf of InvestorsThe Portnoy Law Firm filed lawsuit against Daktronics, Inc. on behalf of investors that purchased securities between March 10, 2022 and December 6, 2022. On December 6, 2022, Daktronics disclosed that it would be unable to timely file its Quarterly Report on Form 10-Q for the period ended October 29, 2022, and that there is "substantial doubt" about the Company's ability to continue as a going concern. Daktronics also disclosed that it recorded a valuation allowance of approximately $13.0 million for deferred tax assets which "created a covenant violation under line of credit agreement." The Company further disclosed that "[i]n light of the substantial doubt in ability to continue as a going concern and related evaluation of the income tax implications of reaching this conclusion, the Company also expects to conclude that its disclosure controls and procedures and internal control over financial reporting were not effective as a result of material weaknesses." On this news, Daktronics' stock price fell $1.30 per share, or 39.16%, to close at $2.02 per share on December 7, 2022.お知らせ • Jan 27Alta Fox Sends a Letter to Daktronics’ Independent Committee On January 26, 2023, Alta Fox Capital announced that it issued a press release and public letter to the independent members of Daktronics, Inc’s Board of Directors, which, among other things, expressed its disappointment that the Board’s Strategy and Financing Review Committee is not taking decisive action to address deep-rooted issues related to the Company’s corporate governance, undermanagement team and value creation efforts. Alta Fox Capital stated that it has engaged, and intends to continue to engage, in discussions with management and the Board of the Company regarding opportunities to unlock value at the Company, including changes to Board composition.お知らせ • Dec 30The Law Offices of Frank R. Cruz Announces the Filing of a Securities Class Action on Behalf of Daktronics, Inc. (DAKT) InvestorsThe Law Offices of Frank R. Cruz announces that a class action lawsuit has been filed on behalf of persons and entities that purchased or otherwise acquired Daktronics, Inc. securities between March 10, 2022 and December 6, 2022, inclusive (the “Class Period”). Daktronics investors have until February 21, 2023 to file a lead plaintiff motion. On August 31, 2022, Daktronics issued a press release announcing its first quarter 2023 results. Therein, the company reported that it experienced “multiple material supply chain disruptions, labor shortages, and a shutdown of facilities in Shanghai, China for a significant portion of the quarter.” The Company also reported that gross profit as a percentage of Net Sales were 15%, which was lower compared to 22% a year earlier. Operating expenses were $31.3 million, compared to $26.5 million a year earlier. And operating margin for the first quarter of fiscal 2023 was negative 3.2%, compared to positive 3.9% for the first quarter of fiscal 2022. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the Company was experiencing challenges that increased costs, including supply chain disruptions, that impacted Daktronics’ ability to fund inventory levels and operations; (2) that, as a result, it was probable that some portion of the Company’s deferred tax assets would not be realized; (3) that as a result, Daktronics was reasonably likely to record a material valuation allowance to its deferred tax assets; (4) that there were material weaknesses in the Company’s internal controls over financial reporting related to income taxes; (5) that the foregoing presented liquidity concerns and there was substantial doubt as to the Company’s ability to continue as a going concern; (6) as a result, Defendants’ statements about its business, operations, and prospects were materially false and misleading and/or lacked reasonable basis at all relevant times.お知らせ • Dec 22Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against Daktronics, IncGlancy Prongay & Murray LLP (“GPM”) announces that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Settles v. Daktronics, Inc., et al., Case No. 1:22-cv-10793, on behalf of persons and entities that purchased or otherwise acquired Daktronics, Inc. securities between March 10, 2022 and December 6, 2022, inclusive (the “Class Period”). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Exchange Act”). On August 31, 2022, Daktronics issued a release announcing its first quarter 2023 results. Therein, the company reported that it experienced “multiple material supply chain disruptions, labor shortages, and a shutdown of facilities in Shanghai, China for a significant portion of the quarter.” The Company also reported that gross profit as a percentage of net sales were 15%, which was lower compared to 22% a year earlier. Operating expenses were $31.3 million, compared to $26.5 million a year earlier. And operating margin for the first quarter of fiscal 2023 was negative3.2%, compared to positive 3.9% for the first quarter of fiscal 2022.お知らせ • Dec 08+ 1 more updateDaktronics, Inc. announced delayed 10-Q filingOn 12/07/2022, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Nov 29Daktronics, Inc. to Report Q2, 2023 Results on Dec 07, 2022Daktronics, Inc. announced that they will report Q2, 2023 results Pre-Market on Dec 07, 2022Recent Insider Transactions • Oct 18Insider recently bought €72k worth of stockOn the 12th of October, Bradley Wiemann bought around 25k shares on-market at roughly €2.87 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €303k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 28Independent Director recently bought €68k worth of stockOn the 20th of September, Andrew Siegel bought around 23k shares on-market at roughly €2.92 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €231k more in shares than they have sold in the last 12 months.お知らせ • Sep 10Daktronics, Inc. Appoints Andrew Siegel as DirectorDaktronics, Inc. announced that at the AGM held on September 7, 2022 elected Andrew Siegel as director to serve a three-year term that expires on the date of the Annual Meeting of Shareholders in 2025 or until his or her successor is duly elected.お知らせ • Sep 08Daktronics, Inc. Announces Executive ChangesDaktronics, Inc. announced the retirement of James Morgan from the Board of Directors at the end of his current term, effective September 7, 2022. He has been a Director of the Company since 1984 and has served on the Nominating and Corporate Governance Committee since October 2016, including as its Chair since June 2020, and on the Audit Committee from 2016 to 2021. He also served as the Company's President and Chief Executive Officer from 2001 through his retirement from those positions effective on September 1, 2013. Prior to that, he served as the Company's President and Chief Operating Officer and Vice President of Engineering. He originally joined the Company in 1969. Director Lance Bultena has been named the chairperson of the Nominating and Corporate Governance Committee.Reported Earnings • Sep 01First quarter 2023 earnings released: US$0.12 loss per share (vs US$0.082 profit in 1Q 2022)First quarter 2023 results: US$0.12 loss per share (down from US$0.082 profit in 1Q 2022). Revenue: US$171.9m (up 19% from 1Q 2022). Net loss: US$5.33m (down 244% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Aug 09Daktronics, Inc., Annual General Meeting, Sep 07, 2022Daktronics, Inc., Annual General Meeting, Sep 07, 2022, at 16:30 Central Daylight. Location: 201 daktronics drive Brookings South Dakota United States Agenda: To consider and elect two Directors to serve for a three-year term that expires on the date of the Annual Meeting of Shareholders in 2025 or until his successor is duly elected and qualified; to approve, on an advisory (non-binding) basis, of the Company's executive compensation; to consider and ratify the appointment of Deloitte & Touche, LLP as the Company's independent registered public accounting firm for the Company for fiscal 2023; to consider and approve an amendment to our Employee Stock Purchase Plan; and to approve our shareholder Rights Agreement.お知らせ • Jul 30Daktronics, Inc. Announces Resignation of James Morgan from the Board of Directors and Nominating and Corporate Governance Committee as Its Chair and on the Audit CommitteeOn July 28, 2022, the Board of Directors of Daktronics Inc. received notice that James Morgan is retiring from the Board of Directors effective September 7, 2022. Mr. Morgan has served as a Director of the Company since 1984 and has served on the Nominating and Corporate Governance Committee since October 2016, including as its Chair since June 2020, and on the Audit Committee from 2016 to 2021. He also served as the Company's President and Chief Executive Officer from 2001 through his retirement from those positions effective on September 1, 2013. Prior to that, he served as the Company's President and Chief Operating Officer and Vice President of Engineering. He originally joined the Company in 1969.お知らせ • Jul 28Daktronics, Inc. Appoints Andrew Siegel as Board of DirectorDaktronics, Inc. changes to its Board of Directors as part of its ongoing Board refreshment process and that it has entered into a Cooperation Agreement with Daktronics shareholder Prairieland Holdco, LLC (Prairieland) and its affiliates, including Andrew Siegel (collectively, the Prairieland Group). Pursuant to the Cooperation Agreement, the Company has agreed to nominate Mr. Siegel to the Board for election at the Company's 2022 Annual Meeting of Shareholders (the Annual Meeting). Following the Annual Meeting, the Board will expand from seven to eight directors, and an additional director mutually agreed upon by Daktronics and the Prairieland Group will be added to the Board.お知らせ • Jun 26+ 3 more updatesDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Value-Defensive IndexDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Value-Defensive IndexReported Earnings • Jun 09Full year 2022 earnings released: EPS: US$0.013 (vs US$0.24 in FY 2021)Full year 2022 results: EPS: US$0.013 (down from US$0.24 in FY 2021). Revenue: US$611.0m (up 27% from FY 2021). Net income: US$592.0k (down 95% from FY 2021). Profit margin: 0.1% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • May 26Daktronics, Inc. to Report Q4, 2022 Results on Jun 08, 2022Daktronics, Inc. announced that they will report Q4, 2022 results Pre-Market on Jun 08, 2022Reported Earnings • Mar 12Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: US$0.096 loss per share (down from US$0.005 loss in 3Q 2021). Revenue: US$139.6m (up 48% from 3Q 2021). Net loss: US$4.35m (loss widened US$4.14m from 3Q 2021). Revenue missed analyst estimates by 2.4%. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Dec 03Daktronics, Inc. Provides Sales Guidance for the Third Quarter of 2021Daktronics, Inc. provided sales guidance for the third quarter of 2021. The company expected sales for the third quarter of fiscal 2022 to increase over last year's third quarter due to that record product backlog but, of course, sales could change, pending project bookings, customer schedule changes and the availability of plants and material capacity.Reported Earnings • Dec 02Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: EPS: US$0.27 (up from US$0.076 in 2Q 2021). Revenue: US$329.0m (up 158% from 2Q 2021). Net income: US$12.0m (up 251% from 2Q 2021). Profit margin: 3.6% (up from 2.7% in 2Q 2021). Revenue missed analyst estimates by 2.4%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Executive Departure • Sep 07Independent Director Byron Anderson has left the companyOn the 1st of September, Byron Anderson's tenure as Independent Director ended. As of June 2021, Byron still personally held 62.15k shares (€342k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.25 years.Executive Departure • Sep 07Independent Director Robert Dutcher has left the companyOn the 1st of September, Robert Dutcher's tenure as Independent Director ended. As of June 2021, Robert still personally held 70.98k shares (€390k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.25 years.Reported Earnings • Sep 03First quarter 2022 earnings released: EPS US$0.082 (vs US$0.17 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: US$144.7m (flat on 1Q 2021). Net income: US$3.69m (down 51% from 1Q 2021). Profit margin: 2.5% (down from 5.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jun 24Vice President of Manufacturing recently sold €59k worth of stockOn the 17th of June, Matthew Kurtenbach sold around 10k shares on-market at roughly €5.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €23k more than they bought in the last 12 months.Reported Earnings • Jun 11Full year 2021 earnings released: EPS US$0.24 (vs US$0.011 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: US$482.0m (down 21% from FY 2020). Net income: US$10.9m (up US$10.4m from FY 2020). Profit margin: 2.3% (up from 0.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$5.50, the stock is trading at a trailing P/E ratio of 30.4x, up from the previous P/E ratio of 26.1x. This compares to an average P/E of 32x in the Electronic industry in Germany. Total return to shareholders over the past three years is a loss of 20%.Reported Earnings • Mar 05Third quarter 2021 earnings released: US$0.005 loss per share (vs US$0.28 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: US$94.1m (down 26% from 3Q 2020). Net loss: US$214.0k (loss narrowed 98% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 05Revenue misses expectationsRevenue missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 8.1%, compared to a 17% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Feb 11New 90-day high: €4.48The company is up 24% from its price of €3.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.お知らせ • Jan 29Daktronics Partners with Phoenix Suns for Venue-Wide LED Super SystemDaktronics has partnered with the Phoenix Suns to manufacture and install an 18-display LED super system totaling 55.1 million LEDs, including a new centerhung configuration as well as lobby, ribbon, tunnel, scorer’s table and locker room displays. The installation was completed in 2020 and in use as basketball is played at Phoenix Suns Arena in Arizona. The centerhung, which is six times larger than its predecessor, features four LED video displays, two facing the sidelines and two facing the ends of the arena. The sideline-facing displays each measure 25 feet high by 33 feet wide and the end-facing displays each measure 25 feet high by 29.5 feet wide. All four feature 5.9-millimeter pixel spacing to bring crisp, clear imagery to fans in every seat of the arena. The entire centerhung features 3,100 square feet and it would take 292 60-inch televisions to cover the entire centerhung’s digital footprint. Two custom-shaped lobby displays combine for more than 6,700 square feet of digital space to welcome fans into the arena. One display measures approximately 26 feet high by 202 feet long and the other measures approximately 26 feet high by 113 feet long. The height of each display fluctuates as they curve and wind their way into the main seating bowl. Both displays feature 3.9-millimeter pixel spacing to provide high-resolution imagery at close viewing distances. Additionally, two ribbon displays are installed along the seating fascia totaling nearly 1,900 feet in length and six tunnel displays are installed above entrances to the seating bowl. Courtside, three LED scorer’s tables were also installed. These displays allow the opportunity to highlight sponsors throughout events while providing supplement information and graphics to the centerhung displays. The centerhung displays are capable of variable content zoning allowing each to share one large image or they can each be divided into multiple zones to show any variety of content including live video, instant replays, up-to-the-minute statistics and game information, graphics and animations, and sponsorship messages. The Suns’ locker room and training facility each feature a display with 1.5-millimeter pixel spacing. These displays can be used to show replays of the action and to help with preparation for the game and the Suns’ current or upcoming opponent.Is New 90 Day High Low • Jan 09New 90-day high: €4.28The company is up 24% from its price of €3.46 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.Is New 90 Day High Low • Dec 18New 90-day high: €4.26The company is up 19% from its price of €3.58 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.Reported Earnings • Dec 03Second quarter 2021 earnings released: EPS US$0.076The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$127.4m (down 27% from 2Q 2020). Net income: US$3.42m (down 53% from 2Q 2020). Profit margin: 2.7% (down from 4.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 103% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Dec 03Revenue misses expectationsRevenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 5.1%, compared to a 23% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Nov 24New 90-day high: €4.02The company is up 26% from its price of €3.18 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.お知らせ • Nov 24Daktronics, Inc. to Report Q2, 2021 Results on Dec 02, 2020Daktronics, Inc. announced that they will report Q2, 2021 results on Dec 02, 2020財務状況分析短期負債: DA3の 短期資産 ( $448.0M ) が 短期負債 ( $193.7M ) を超えています。長期負債: DA3の短期資産 ( $448.0M ) が 長期負債 ( $60.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: DA3総負債よりも多くの現金を保有しています。負債の削減: DA3は 5 年前には株主資本がマイナスでしたが、現在はプラスになっており、改善されています。債務返済能力: DA3の負債は 営業キャッシュフロー によって 十分にカバー されています ( 456.6% )。インタレストカバレッジ: DA3支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/06/25 09:06終値2026/06/25 00:00収益2026/05/02年間収益2026/05/02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Daktronics, Inc. 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。7 アナリスト機関Richard RyanColliers SecuritiesAaron SpychallaCraig-Hallum Capital Group LLCMorris AjzenmanGriffin Securities4 その他のアナリストを表示
お知らせ • Sep 08Daktronics, Inc. announced delayed 10-Q filingOn 09/07/2023, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Dec 08+ 1 more updateDaktronics, Inc. announced delayed 10-Q filingOn 12/07/2022, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Reported Earnings • 10hFull year 2026 earnings released: EPS: US$0.93 (vs US$0.21 loss in FY 2025)Full year 2026 results: EPS: US$0.93 (up from US$0.21 loss in FY 2025). Revenue: US$838.7m (up 11% from FY 2025). Net income: US$45.4m (up US$55.5m from FY 2025). Profit margin: 5.4% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
お知らせ • Jun 12Daktronics, Inc. to Report Q4, 2026 Results on Jun 24, 2026Daktronics, Inc. announced that they will report Q4, 2026 results Pre-Market on Jun 24, 2026
お知らせ • Feb 24Daktronics, Inc. to Report Q3, 2026 Results on Mar 04, 2026Daktronics, Inc. announced that they will report Q3, 2026 results Pre-Market on Mar 04, 2026
お知らせ • Feb 21Daktronics, Inc. Appoints Bradley T. Wiemann as Executive Vice President - Advisor to the CEOOn February 16, 2026, the Board of Directors of Daktronics, Inc. (Company) authorized the company to enter into an Amended and Restated Termination Agreement and General Release of Claims, effective as of February 1, 2026 (Effective date), with Bradley T. Wiemann, the former Interim President and Chief Executive Officer (CEO) of the Company (Amended agreement). As previously disclosed, Mr. Wiemann’s service as Interim President and CEO of the Company ended on the Effective Date. Pursuant to the Amended Agreement, Mr. Wiemann will serve as Executive Vice President - Advisor to the CEO on an at-will basis from the Effective Date until not later than September 5, 2026.
お知らせ • Feb 03+ 1 more updateDaktronics, Inc. Announces Management ChangesOn January 30, 2026, the Board of Directors (the “Board ”) of Daktronics, Inc. (the “Company”) appointed Ramesh Jayaraman to the Board, effective February 1, 2026, with an initial term expiring at the 2027 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier death, resignation, removal, or disqualification. The Board’s appointment of Mr. Jayaraman to the Board was made in accordance with the terms and conditions of the Letter Agreement, dated as of November 25, 2025, entered into between Mr. Jayaraman and the Company (the “ Letter Agreement ”), pursuant to which Mr. Jayaraman was appointed President and Chief Executive Officer of the Company, effective as of February 1, 2026 (the “ Effective Date ”). The material terms of the Letter Agreement, including, but not limited to, the terms of Mr. Jayaraman’s compensation arrangement with the Company in connection with his appointment as President and Chief Executive Officer of the Company, were previously disclosed in the Company’s Current Report on Form 8-K filed on December 3, 2025. As previously disclosed, in connection with Mr. Jayaraman’s appointment as President and Chief Executive Officer of the Company, Bradley T. Wiemann, will step down from his role as Interim President and Chief Executive Officer of the Company, effective as of the Effective Date. Pursuant to the Termination Agreement and General Release of Claims, effective as of August 1, 2025 (the “ Termination Agreement ”), Mr. Wiemann will serve as an Advisor to the successor Chief Executive Officer (the “Successor CEO”) through a reasonable onboarding period as determined by the Board and the Successor CEO (the “Transition Period ”), at which time Mr. Wiemann will retire from the Company. The Company previously reported that Mr. Wiemann would retire on the Effective Date. As of the date of this Current Report on Form 8-K (this “ Report ”), the Board and Mr. Wiemann are currently in discussions regarding an expiration date for the Transition Period. A final determination regarding the expiration date for the Transition Period as a result of those discussions will be disclosed in a report filed by the Company with the Securities and Exchange Commission (“ SEC ”) at a later date in accordance with applicable SEC rules. As previously disclosed, pursuant to the Separation Agreement and General Release entered into between the Company and Reece A. Kurtenbach, the former President and Chief Executive Officer of the Company, effective as of March 5, 2025 (the “ Separation Agreement ”), Mr. Kurtenbach agreed to resign from service as a member of the Board, effective as of the date of appointment of the Successor CEO. Consistent with the express terms of the Separation Agreement, on January 29, 2026, Mr. Kurtenbach resigned as a member of the Board, effective as of February 1, 2026. Mr. Kurtenbach’s resignation did not result from any disagreement with the Company on any matter relating to its operations, policies, or practices. The appointment of Mr. Jayaraman and the resignation of Mr. Kurtenbach do not result in any change to the total number of directors serving on the Board.
お知らせ • Jan 22Daktronics, Inc. Announces Cessation of Carla S. Gatzke as Corporate Secretary ,Effective January 31, 2026Daktronics, Inc. announced that On January 20, 2026, the Board of Directors authorized the Company to enter into a Separation and Release Agreement (the “ Separation Agreement ”) with Carla S. Gatzke pursuant to which Ms. Gatzke will cease to serve as Corporate Secretary and Vice President of Human Resources of the Company, effective as of January 31, 2026 (the “ Separation Date ”). Pursuant to the Separation Agreement, so long as Ms. Gatzke does not revoke her acceptance of the Separation Agreement within the time provided to do so and satisfies the other terms and conditions of the Separation Agreement (including compliance with certain restrictive covenants).
お知らせ • Dec 04+ 1 more updateDaktronics, Inc. Announces Chief Executive Officer ChangesDaktronics, Inc. announced the appointment of Ramesh Jayaraman as Chief Executive Officer, effective February 1, 2026. Upon approval by the Board of Directors, Mr. Jayaraman will also become a director of the Company, at which time Director and former Chairman, President and CEO Reece Kurtenbach will step down from the Board. Brad Wiemann will continue to serve as Interim President and CEO through the Company’s third fiscal quarter, which ends January 31, 2026. Mr. Jayaraman brings over 25 years of global operations experience to Daktronics, with a strong track record of driving transformational change, delivering significant organic growth and successfully building high-performing, solution-oriented teams. He most recently served as Senior Vice President and Americas Integration Leader for Bosch Home Comfort. Throughout his career, he has led large-scale businesses and global teams through periods of major strategic shifts, enhancing financial and operational performance while leading enterprise-wide value creation initiatives. His career has spanned across technology-driven industrial sectors, integrated solutions and global manufacturing and services businesses. During his tenure at Bosch, Mr. Jayaraman held several senior leadership roles across the company’s global Energy & Building Technologies portfolio, driving major strategic initiatives across business units. Earlier in his career, he led the Asia Pacific business for Harman Professional Solutions, served as Managing Director for Ariston Thermo Group’s APAC operations, and held a series of commercial, operational, and strategy roles at Tyco/ADT across the U.S., China, India, and broader Asia Pacific. He began his career in consulting and business analysis before moving into operational leadership. He holds an MBA from the University of Illinois at Chicago and a bachelor’s degree in mechanical engineering from Delhi College of Engineering.
お知らせ • Dec 02Daktronics, Inc. to Report Q2, 2026 Results on Dec 10, 2025Daktronics, Inc. announced that they will report Q2, 2026 results Pre-Market on Dec 10, 2025
お知らせ • Sep 02Daktronics, Inc. to Report Q1, 2026 Results on Sep 10, 2025Daktronics, Inc. announced that they will report Q1, 2026 results Pre-Market on Sep 10, 2025
お知らせ • Aug 15Daktronics, Inc., Annual General Meeting, Sep 03, 2025Daktronics, Inc., Annual General Meeting, Sep 03, 2025. Location: 201daktronics drive, south dakota 57006, brookings United States
お知らせ • Aug 14Daktronics, Inc. Not Nominate Kevin McDermott for Re-Election to BoardDaktronics, Inc. announced pursuant to the Cooperation Agreement with Alta Fox Capital Management dated March 3, 2025, the Company was required to refrain from nominating at least one current director whose term expires at the 2025 Annual Shareholder Meeting to be held on September 3, 2025. As such, the board did not nominate Kevin McDermott for re-election to the Board. Mr. McDermott has served as a Director of the Company since 2015, Chair of the Audit Committee Chair since 2016, Lead Director from 2020 through 2023, and on the Nominating and Governance Committee since 2024.
お知らせ • Jun 30+ 2 more updatesDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Defensive IndexDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Defensive Index
お知らせ • Jun 10Daktronics, Inc. to Report Q4, 2025 Results on Jun 25, 2025Daktronics, Inc. announced that they will report Q4, 2025 results Pre-Market on Jun 25, 2025
お知らせ • Mar 08+ 1 more updateDaktronics, Inc. Announces Board and Management ChangesDaktronics, Inc. announced that Mr. Reece Kurtenbach is stepping down from his roles as President and Chairman of the Company’s Board of Directors, effective at close of business on March 5, 2025. Mr. Kurtenbach will remain involved with the business in an advisory role supporting Daktronics’ digital transformation plan. While this process continues, the Board has appointed Brad Wiemann, the Company’s Executive Vice President, as Interim President. Mr. Wiemann has been with Daktronics since 1993. He has served in a variety of roles at the Company across manufacturing, engineering, product development and other functions. In his current role, he oversees the Company’s Commercial and High Schools & Parks and Recreation business units. He has played a key role in standardizing products to simplify engineering and manufacturing for outdoor products, such as billboards and message centers, as well as developing Daktronics’ sales and service channels. To further accelerate the Company’s transformation, Daktronics Board member and former CFO of Wells Fargo, Howard Atkins, has been appointed Chief Transformation Officer, effective at close of business, March 5, 2025. This transition allows Sheila Anderson to focus on her role as Chief Data and Analytics Officer, a position she assumed in October 2024. Mr. Atkins, age 73, has been a Director of the Company since December 2022. He has served on the Board’s Compensation Committee since December 2022, the Audit Committee since September 2023, and the Strategy and Risk Committee since March 2024. Mr. Atkins was appointed to the Board pursuant to the Cooperation Agreement dated as of July 23, 2022 (the “Cooperation Agreement”) between the Company and Prairieland Holdco, LLC and its affiliates, including Andrew D. Siegel, who also is a member of the Company’s Board. Mr. Atkins currently owns and manages HIA Capital, a business consulting and investment firm. In 2011, Mr. Atkins retired as the Senior Executive Vice President and Chief Financial Officer of Wells Fargo & Company, a banking and financial services company, where he was responsible for Wells Fargo’s financial management functions, investment portfolios, investor relations, capital management and corporate properties functions from 2001 to 2011. A 37-year veteran of the financial services industry, Mr. Atkins previously served as Executive Vice President and Chief Financial Officer of New York Life Insurance Company; Chief Financial Officer of Midlantic Corporation; and Corporate Treasurer of Chase Manhattan Bank. In addition, Mr. Atkins served as a Director for Occidental Petroleum Corporation from 2010 to 2019 and for Ingram Micro from 2004 to 2017. The Board has also appointed Andrew Siegel, currently the Company’s lead independent director, to serve as the new independent Chair of the Board. Mr. Siegel is an accomplished investor and sports, media and technology executive. These appointments support the Board-led business transformation intended to position the Company for its next phase of innovation, commercial growth and global market expansion.
お知らせ • Mar 07Daktronics, Inc. Announces Chief Executive Officer ChangesDaktronics announced that Mr. Reece Kurtenbach is stepping down from his roles as CEO of the Company, effective at close of business on March 5, 2025. Mr. Kurtenbach will remain involved with the business in an advisory role supporting Daktronics’ digital transformation plan. The Board will engage a nationally recognized executive search firm to help identify a permanent Chief Executive Officer. While this process continues, the Board has appointed Brad Wiemann, the Company’s Executive Vice President, as Interim President and CEO. Mr. Wiemann has been with Daktronics since 1993. He has served in a variety of roles at the Company across manufacturing, engineering, product development and other functions. In his current role, he oversees the Company’s Commercial and High Schools & Parks and Recreation business units. He has played a key role in standardizing products to simplify engineering and manufacturing for outdoor products, such as billboards and message centers, as well as developing Daktronics’ sales and service channels.
お知らせ • Mar 04Daktronics, Inc. and Alta Fox Enter into Cooperation Agreement, Pursuant to Which Appoints Peter Feigin as Independent Member of Board of DirectorsDaktronics, Inc. announced it has entered into a cooperation agreement with Alta Fox Capital Management, LLC, which is the Company’s largest shareholder. Pursuant to the Cooperation Agreement, the Company will appoint Peter Feigin, an Alta Fox-recommended candidate, as a new independent member of its Board of Directors. Mr. Feigin will immediately join the Board’s Transformation Committee. He currently serves as the President of Milwaukee Bucks Inc. (the “Bucks”) and the Fiserv Forum sports arena, brings more than 25 years of sales and marketing experience, including as Chief Marketing and Revenue Officer of Deluxe Entertainment Services Group, an international entertainment company.
お知らせ • Feb 19Daktronics, Inc. to Report Q3, 2025 Results on Mar 05, 2025Daktronics, Inc. announced that they will report Q3, 2025 results Pre-Market on Mar 05, 2025
お知らせ • Feb 06+ 1 more updateDaktronics, Inc. Intends to Vigorously Defend Itself from Alta Fox's Baseless LitigationAlta Fox is interested not in governance nor Daktronics' future, but in using the in terrorem effect of continuous activism campaigns, the current cumulative voting standard, litigation and public Board criticism as leverage to sell its convertible note (or the stock underlying it) back to the Company at a substantial premium to fair market value. In the company view, Alta Fox is desperate to preserve cumulative voting not because cumulative voting is in the interests of all shareholders, which it manifestly is not, but so that it can retain its ability to unilaterally (or with minimal external shareholder support) replace directors and leverage that ever-present threat in its discussions with the Company regarding the liquidation of its economic interest in Daktronics. Alta Fox has privately expressed to the Company on multiple occasions its desire for liquidity on its Daktronics stake, and Daktronics has engaged extensively with Alta Fox to help Alta Fox achieve such liquidity, while remaining fair to the Company and all of its shareholders. On several occasions, the Board offered to retire the convertible note and repurchase Alta Fox's shares at a price that reflected the market value of Alta Fox's securities, even though the Company is under no obligation to provide liquidity to Alta Fox. The Board even offered to buy that position without a liquidity discount, despite the fact that, in the company estimation, Alta Fox would have no ability to sell its large position for the market price to anyone else, either directly or through a brokerage firm. That was not good enough for Alta Fox. Alta Fox's rejection of the Board's fair offer has made it abundantly clear, in the company view, that Alta Fox will not be satisfied unless the Board agrees to repurchase Alta Fox's convertible note (or the underlying stock) at a significant premium to fair value. Most recently, Alta Fox demanded Daktronics not only pay an above-market price for its shares, but also reimburse Alta Fox for its expenses going back to 2022 (even though the retirement of the convertible note is for Alta Fox's convenience), pay a litigation release fee (even though Alta Fox has no legitimate litigation claims against Daktronics) totaling millions of dollars, and make an interest payment on the convertible note that is approximately four times the actual owed interest. Alta Fox's persistent, private demands for liquidity from the Board are inconsistent with Alta Fox's bullish public posture and supposed focus on the future of Daktronics. Publicly, Alta Fox has been promoting Daktronics at investment conferences, issuing press releases and posting on social media, touting its belief that the Company could be worth $40 per share. Privately, however, Alta Fox has been pressuring the Company with proposal-after-proposal to retire its convertible note and repurchase its shares at prices that are less than half of Alta Fox's public $40 per share price target. Alta Fox demanded the Company pay the outstanding interest in cash and then also pay it in kind with shares valued at $6.31, which the Company would then immediately repurchase at $17.66. to gain liquidity on its otherwise illiquid position quickly, all while having no regard for the shareholders who will be left behind. The Board will not agree to a transaction simply to satisfy Alta Fox's desire for liquidity. And the company will not allow Alta Fox to use South Dakota's uncommon, mandated voting system to threaten continuous disruption at director elections. The Board is committed to protecting the interests of the Company and its shareholders and will unapologetically take every appropriate action necessary to do so, including by advocating for a legal domicile that facilitates a more conventional governance framework that the company believe benefits all shareholders - not just a vocal minority. The Company intends to vigorously defend itself against Alta Fox's lawsuit, which Daktronics believes is without merit, and ensure that all shareholders can have their say on the important topic of which state law should govern the Company's affairs. Regardless of Alta Fox's conduct, the Board will continue to focus on executing its business transformation plan, which the Board believes will create sustainable long-term value for all shareholders, and is committed to the Reincorporation, which enhances shareholder democracy and the ability to elect a cohesive Board that represents the collective interest of the holders of a majority of Daktronics' shares.
お知らせ • Feb 05Alta Fox Files Federal Lawsuit to Stop Daktronics’ Reactionary Entrenchment ManeuverOn February 5, 2025, Alta Fox Capital Management LLC announced that it has filed a federal lawsuit against Daktronics Inc and its CEO, Reece A. Kurtenbach, to stop the company’s reincorporation from South Dakota to Delaware. Alta Fox stated that Company’s proposal aims to eliminate cumulative voting, which it believes is a tactic to protect underperforming directors, it argues that the proposal is a reaction to their plan to nominate new directors and calls for immediate declassification of the board. In addition, Alta Fox highlights Company’s poor governance practices, including staggered director elections, a poison pill, and a combined Chair and CEO role and plans to solicit shareholder votes against the reincorporation proposal at the upcoming special meeting.
お知らせ • Dec 18Breach Inlet Capital Issues Public Letter to Board of DaktronicsOn December 17, 2024, Breach Inlet Capital LP announced that it has issued a public letter to the Board of Directors of Daktronics Inc, stating that it supports Alta Fox’s recommendations and urges the Board to act in the best interests of all shareholders, the Board’s response to Alta Fox’s recommendations is seen as inadequate and dismissive, and criticizes the Board for delays in hiring a new CFO and for vague financial targets. In addition, Breach Inlet Capital stated that it proposed Glen Herrick as a Board nominee, but he was not seriously considered, and raised it concerns about significant stock sales by current management, questioning their confidence in the company’s future. Further, Breach Inlet Capital recommended the changes to be implemented immediately to 1) declassify the Board, 2) reconstitute the Board with at least four shareholder-nominated directors, 3) separate the CEO and Chairman roles, while naming a shareholder-nominated director as the new Chairman, 4) with the involvement of shareholder-nominated directors, attract a CFO with a proven track record in operational excellence and capital allocation, 5) issue annual guidance, which should provide specific ranges for Revenue, EBIT and adjusted EPS, 6) issue three-year targets, which should include the expected specific benefits from spending ~$10 million on consultants and the Digital Transformation, 7) restructure executive compensation, which should include a greater mix of stock compensation and more stringent/updated criteria, 8) restructure the salesforce compensation, which should be more heavily weighted towards commissions and incentivizing outbound sales, 9) with the refreshed Board and new CFO, develop and communicate a clear capital allocation plan, 10) remove the poison pill. Breach Inlet Capital stated that it plans to continue to make its voice heard to ensure the Board grasps the severity of the situation and the need to act in the best interests of all shareholders.
お知らせ • Dec 14Alta Fox Releases Presentation on Daktronics Delivered at Bloomberg Activism Forum 2024On December 11, 2024, Alta Fox Capital Management, released a presentation detailing a clear path to unlocking the full potential of Daktronics, Inc. The presentation, a similar version of which was delivered by Alta Fox Founder and Managing Partner Connor Haley at the Bloomberg Activism Forum 2024, exposes how poor governance and a private family business mentality have driven massive underperformance for shareholders. Alta Fox outlines a clear path to ~$40 per share and ~100% upside through governance reforms, board refreshment, and operational excellence. Alta Fox plans to nominate highly qualified, independent director candidates for election to the Company’s Board. Visit www.FixDaktronics.com to view the presentation.
お知らせ • Dec 03Alta Fox Capital Engages in Discussion with DaktronicsOn December 2, 2024, Alta Fox Capital Management, LLC has engaged, and intends to continue to engage, in discussions with management and the Board of Daktronics, Inc. regarding opportunities to unlock value at the Company, including changes to Board composition and improvements to the Company’s corporate governance.
お知らせ • Nov 21Daktronics, Inc. to Report Q2, 2025 Results on Dec 04, 2024Daktronics, Inc. announced that they will report Q2, 2025 results Pre-Market on Dec 04, 2024
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €13.90, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 213% over the past three years.
お知らせ • Oct 23Daktronics, Inc. Appoints Sheila Anderson as Chief Data and Analytics OfficerDaktronics, Inc. announced that Sheila Anderson, who has served as the company's CFO since 2012, has been appointed to the newly created position of Chief Data and Analytics Officer to support and accelerate the Companys digital transformation. Ms. Anderson will continue to serve in her role as CFO until her successor is identified.
Recent Insider Transactions • Oct 02Executive Vice President of Commercial recently sold €289k worth of stockOn the 27th of September, Bradley Wiemann sold around 25k shares on-market at roughly €11.55 per share. This transaction amounted to 23% 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 €591k more than they bought in the last 12 months.
Reported Earnings • Sep 06First quarter 2025 earnings released: US$0.11 loss per share (vs US$0.42 profit in 1Q 2024)First quarter 2025 results: US$0.11 loss per share (down from US$0.42 profit in 1Q 2024). Revenue: US$226.1m (down 2.8% from 1Q 2024). Net loss: US$4.95m (down 126% from profit in 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €11.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 136% over the past three years.
お知らせ • Aug 29Daktronics, Inc., Annual General Meeting, Sep 04, 2024Daktronics, Inc., Annual General Meeting, Sep 04, 2024.
お知らせ • Aug 23Daktronics, Inc. to Report Q1, 2025 Results on Sep 04, 2024Daktronics, Inc. announced that they will report Q1, 2025 results Pre-Market on Sep 04, 2024
Recent Insider Transactions • Jul 12Executive Vice President of Commercial recently sold €278k worth of stockOn the 10th of July, Bradley Wiemann sold around 22k shares on-market at roughly €12.63 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. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jun 27Full year 2024 earnings released: EPS: US$0.75 (vs US$0.15 in FY 2023)Full year 2024 results: EPS: US$0.75 (up from US$0.15 in FY 2023). Revenue: US$818.1m (up 8.5% from FY 2023). Net income: US$34.6m (up 409% from FY 2023). Profit margin: 4.2% (up from 0.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €12.90, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 135% over the past three years.
お知らせ • Jun 21Daktronics, Inc. to Report Q4, 2024 Results on Jun 26, 2024Daktronics, Inc. announced that they will report Q4, 2024 results Pre-Market on Jun 26, 2024
お知らせ • Feb 29Daktronics, Inc. Provides Earnings Guidance for Fiscal Fourth Quarter 2024Daktronics, Inc. provided earnings guidance for Fiscal fourth quarter 2024. For the period, seasonality is expected to be similar to pre-pandemic patterns. Fiscal 2024 fourth quarter net sales are expected to increase sequentially as compared to the third quarter in fiscal year 2024 and decrease from the year-ago period, which was again a high-volume period in which were fulfilling backorders related to pandemic recovery.
Reported Earnings • Feb 29Third quarter 2024 earnings released: EPS: US$0.23 (vs US$0.082 in 3Q 2023)Third quarter 2024 results: EPS: US$0.23 (up from US$0.082 in 3Q 2023). Revenue: US$170.3m (down 7.9% from 3Q 2023). Net income: US$10.7m (up 189% from 3Q 2023). Profit margin: 6.3% (up from 2.0% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 21Daktronics, Inc. to Report Q3, 2024 Results on Feb 28, 2024Daktronics, Inc. announced that they will report Q3, 2024 results Pre-Market on Feb 28, 2024
New Risk • Jan 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 07Second quarter 2024 earnings released: EPS: US$0.047 (vs US$0.29 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.047 (up from US$0.29 loss in 2Q 2023). Revenue: US$199.4m (up 6.4% from 2Q 2023). Net income: US$2.17m (up US$15.1m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 05Daktronics, Inc. Announces Directors AppointmentDaktronics, Inc. announced the appointment of Andrew Siegel as Lead Independent Director, succeeding Kevin McDermott who has served as Lead Director since June 2020. Andrew Siegel joined the Board in July 2022 part of the Company’s ongoing Board refreshment process. He currently manages Prairieland Holdco LLC, which entered into a Cooperation Agreement with the Company at that time, and co-manages, with Lawrence B. Benenson, TLI Bedrock, LLC, a private multi-strategy investment firm.
お知らせ • Nov 28Daktronics, Inc. to Report Q2, 2024 Results on Dec 05, 2023Daktronics, Inc. announced that they will report Q2, 2024 results Pre-Market on Dec 05, 2023
お知らせ • Sep 08Daktronics, Inc. announced delayed 10-Q filingOn 09/07/2023, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Reported Earnings • Sep 07First quarter 2024 earnings released: EPS: US$0.42 (vs US$0.12 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.42 (up from US$0.12 loss in 1Q 2023). Revenue: US$232.5m (up 35% from 1Q 2023). Net income: US$19.2m (up US$24.5m from 1Q 2023). Profit margin: 8.3% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
お知らせ • Sep 02Daktronics, Inc. to Report Q1, 2024 Results on Sep 06, 2023Daktronics, Inc. announced that they will report Q1, 2024 results Pre-Market on Sep 06, 2023
お知らせ • Jul 29Daktronics, Inc., Annual General Meeting, Sep 06, 2023Daktronics, Inc., Annual General Meeting, Sep 06, 2023, at 16:30 Central Standard Time. Location: 201 Daktronics Drive Brookings South Dakota United States Agenda: To elect two Directors to serve for a three-year term that expires on the date of the Annual Meeting of Shareholders in 2026 or until his or her successor is duly elected and qualified and to elect one Director to serve for a two-year term that expires on the date of the Annual Meeting of Shareholders in 2025 or until his successor is duly elected and qualified; to approve, on an advisory (non-binding) basis, the Company's compensation of its named executive officers; to ratify the appointment of Deloitte & Touche, LLP as the Company's independent registered public accounting firm for the Company for fiscal 2024; and to ratify, on an advisory (non-binding) basis, amendments to the Company's bylaws.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.95, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 20x in the Electronic industry in Germany. Total returns to shareholders of 63% over the past three years.
Reported Earnings • Jul 13Full year 2023 earnings released: EPS: US$0.15 (vs US$0.013 in FY 2022)Full year 2023 results: EPS: US$0.15 (up from US$0.013 in FY 2022). Revenue: US$754.2m (up 23% from FY 2022). Net income: US$6.80m (up US$6.21m from FY 2022). Profit margin: 0.9% (up from 0.1% in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 12Daktronics, Inc. to Report Q4, 2023 Results on Jul 12, 2023Daktronics, Inc. announced that they will report Q4, 2023 results Pre-Market on Jul 12, 2023
お知らせ • May 12Daktronics, Inc. announced that it has received $25 million in funding from Alta Fox Capital Management LLCDaktronics, Inc. entered into a securities purchase agreement for the private placement of senior secured convertible notes for gross proceeds of $25,000,000 on May 11, 2023. The transaction included participation from new investor, Alta Fox Opportunities Fund, LP, a fund managed by, Alta Fox Capital Management LLC. The convertible notes are convertible into shares of the company’s common shares, no par value, subject to certain conditions and limitations.
Reported Earnings • Mar 09Third quarter 2023 earnings released: EPS: US$0.082 (vs US$0.096 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.082 (up from US$0.096 loss in 3Q 2022). Revenue: US$185.0m (up 33% from 3Q 2022). Net income: US$3.71m (up US$8.06m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Board Change • Mar 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Howard Atkins was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 15The Portnoy Law Firm Files Lawsuit Against Daktronics, Inc. on Behalf of InvestorsThe Portnoy Law Firm filed lawsuit against Daktronics, Inc. on behalf of investors that purchased securities between March 10, 2022 and December 6, 2022. On December 6, 2022, Daktronics disclosed that it would be unable to timely file its Quarterly Report on Form 10-Q for the period ended October 29, 2022, and that there is "substantial doubt" about the Company's ability to continue as a going concern. Daktronics also disclosed that it recorded a valuation allowance of approximately $13.0 million for deferred tax assets which "created a covenant violation under line of credit agreement." The Company further disclosed that "[i]n light of the substantial doubt in ability to continue as a going concern and related evaluation of the income tax implications of reaching this conclusion, the Company also expects to conclude that its disclosure controls and procedures and internal control over financial reporting were not effective as a result of material weaknesses." On this news, Daktronics' stock price fell $1.30 per share, or 39.16%, to close at $2.02 per share on December 7, 2022.
お知らせ • Jan 27Alta Fox Sends a Letter to Daktronics’ Independent Committee On January 26, 2023, Alta Fox Capital announced that it issued a press release and public letter to the independent members of Daktronics, Inc’s Board of Directors, which, among other things, expressed its disappointment that the Board’s Strategy and Financing Review Committee is not taking decisive action to address deep-rooted issues related to the Company’s corporate governance, undermanagement team and value creation efforts. Alta Fox Capital stated that it has engaged, and intends to continue to engage, in discussions with management and the Board of the Company regarding opportunities to unlock value at the Company, including changes to Board composition.
お知らせ • Dec 30The Law Offices of Frank R. Cruz Announces the Filing of a Securities Class Action on Behalf of Daktronics, Inc. (DAKT) InvestorsThe Law Offices of Frank R. Cruz announces that a class action lawsuit has been filed on behalf of persons and entities that purchased or otherwise acquired Daktronics, Inc. securities between March 10, 2022 and December 6, 2022, inclusive (the “Class Period”). Daktronics investors have until February 21, 2023 to file a lead plaintiff motion. On August 31, 2022, Daktronics issued a press release announcing its first quarter 2023 results. Therein, the company reported that it experienced “multiple material supply chain disruptions, labor shortages, and a shutdown of facilities in Shanghai, China for a significant portion of the quarter.” The Company also reported that gross profit as a percentage of Net Sales were 15%, which was lower compared to 22% a year earlier. Operating expenses were $31.3 million, compared to $26.5 million a year earlier. And operating margin for the first quarter of fiscal 2023 was negative 3.2%, compared to positive 3.9% for the first quarter of fiscal 2022. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the Company was experiencing challenges that increased costs, including supply chain disruptions, that impacted Daktronics’ ability to fund inventory levels and operations; (2) that, as a result, it was probable that some portion of the Company’s deferred tax assets would not be realized; (3) that as a result, Daktronics was reasonably likely to record a material valuation allowance to its deferred tax assets; (4) that there were material weaknesses in the Company’s internal controls over financial reporting related to income taxes; (5) that the foregoing presented liquidity concerns and there was substantial doubt as to the Company’s ability to continue as a going concern; (6) as a result, Defendants’ statements about its business, operations, and prospects were materially false and misleading and/or lacked reasonable basis at all relevant times.
お知らせ • Dec 22Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against Daktronics, IncGlancy Prongay & Murray LLP (“GPM”) announces that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Settles v. Daktronics, Inc., et al., Case No. 1:22-cv-10793, on behalf of persons and entities that purchased or otherwise acquired Daktronics, Inc. securities between March 10, 2022 and December 6, 2022, inclusive (the “Class Period”). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Exchange Act”). On August 31, 2022, Daktronics issued a release announcing its first quarter 2023 results. Therein, the company reported that it experienced “multiple material supply chain disruptions, labor shortages, and a shutdown of facilities in Shanghai, China for a significant portion of the quarter.” The Company also reported that gross profit as a percentage of net sales were 15%, which was lower compared to 22% a year earlier. Operating expenses were $31.3 million, compared to $26.5 million a year earlier. And operating margin for the first quarter of fiscal 2023 was negative3.2%, compared to positive 3.9% for the first quarter of fiscal 2022.
お知らせ • Dec 08+ 1 more updateDaktronics, Inc. announced delayed 10-Q filingOn 12/07/2022, Daktronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Nov 29Daktronics, Inc. to Report Q2, 2023 Results on Dec 07, 2022Daktronics, Inc. announced that they will report Q2, 2023 results Pre-Market on Dec 07, 2022
Recent Insider Transactions • Oct 18Insider recently bought €72k worth of stockOn the 12th of October, Bradley Wiemann bought around 25k shares on-market at roughly €2.87 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €303k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 28Independent Director recently bought €68k worth of stockOn the 20th of September, Andrew Siegel bought around 23k shares on-market at roughly €2.92 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €231k more in shares than they have sold in the last 12 months.
お知らせ • Sep 10Daktronics, Inc. Appoints Andrew Siegel as DirectorDaktronics, Inc. announced that at the AGM held on September 7, 2022 elected Andrew Siegel as director to serve a three-year term that expires on the date of the Annual Meeting of Shareholders in 2025 or until his or her successor is duly elected.
お知らせ • Sep 08Daktronics, Inc. Announces Executive ChangesDaktronics, Inc. announced the retirement of James Morgan from the Board of Directors at the end of his current term, effective September 7, 2022. He has been a Director of the Company since 1984 and has served on the Nominating and Corporate Governance Committee since October 2016, including as its Chair since June 2020, and on the Audit Committee from 2016 to 2021. He also served as the Company's President and Chief Executive Officer from 2001 through his retirement from those positions effective on September 1, 2013. Prior to that, he served as the Company's President and Chief Operating Officer and Vice President of Engineering. He originally joined the Company in 1969. Director Lance Bultena has been named the chairperson of the Nominating and Corporate Governance Committee.
Reported Earnings • Sep 01First quarter 2023 earnings released: US$0.12 loss per share (vs US$0.082 profit in 1Q 2022)First quarter 2023 results: US$0.12 loss per share (down from US$0.082 profit in 1Q 2022). Revenue: US$171.9m (up 19% from 1Q 2022). Net loss: US$5.33m (down 244% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Aug 09Daktronics, Inc., Annual General Meeting, Sep 07, 2022Daktronics, Inc., Annual General Meeting, Sep 07, 2022, at 16:30 Central Daylight. Location: 201 daktronics drive Brookings South Dakota United States Agenda: To consider and elect two Directors to serve for a three-year term that expires on the date of the Annual Meeting of Shareholders in 2025 or until his successor is duly elected and qualified; to approve, on an advisory (non-binding) basis, of the Company's executive compensation; to consider and ratify the appointment of Deloitte & Touche, LLP as the Company's independent registered public accounting firm for the Company for fiscal 2023; to consider and approve an amendment to our Employee Stock Purchase Plan; and to approve our shareholder Rights Agreement.
お知らせ • Jul 30Daktronics, Inc. Announces Resignation of James Morgan from the Board of Directors and Nominating and Corporate Governance Committee as Its Chair and on the Audit CommitteeOn July 28, 2022, the Board of Directors of Daktronics Inc. received notice that James Morgan is retiring from the Board of Directors effective September 7, 2022. Mr. Morgan has served as a Director of the Company since 1984 and has served on the Nominating and Corporate Governance Committee since October 2016, including as its Chair since June 2020, and on the Audit Committee from 2016 to 2021. He also served as the Company's President and Chief Executive Officer from 2001 through his retirement from those positions effective on September 1, 2013. Prior to that, he served as the Company's President and Chief Operating Officer and Vice President of Engineering. He originally joined the Company in 1969.
お知らせ • Jul 28Daktronics, Inc. Appoints Andrew Siegel as Board of DirectorDaktronics, Inc. changes to its Board of Directors as part of its ongoing Board refreshment process and that it has entered into a Cooperation Agreement with Daktronics shareholder Prairieland Holdco, LLC (Prairieland) and its affiliates, including Andrew Siegel (collectively, the Prairieland Group). Pursuant to the Cooperation Agreement, the Company has agreed to nominate Mr. Siegel to the Board for election at the Company's 2022 Annual Meeting of Shareholders (the Annual Meeting). Following the Annual Meeting, the Board will expand from seven to eight directors, and an additional director mutually agreed upon by Daktronics and the Prairieland Group will be added to the Board.
お知らせ • Jun 26+ 3 more updatesDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Value-Defensive IndexDaktronics, Inc.(NasdaqGS:DAKT) dropped from Russell 2000 Value-Defensive Index
Reported Earnings • Jun 09Full year 2022 earnings released: EPS: US$0.013 (vs US$0.24 in FY 2021)Full year 2022 results: EPS: US$0.013 (down from US$0.24 in FY 2021). Revenue: US$611.0m (up 27% from FY 2021). Net income: US$592.0k (down 95% from FY 2021). Profit margin: 0.1% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 26Daktronics, Inc. to Report Q4, 2022 Results on Jun 08, 2022Daktronics, Inc. announced that they will report Q4, 2022 results Pre-Market on Jun 08, 2022
Reported Earnings • Mar 12Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: US$0.096 loss per share (down from US$0.005 loss in 3Q 2021). Revenue: US$139.6m (up 48% from 3Q 2021). Net loss: US$4.35m (loss widened US$4.14m from 3Q 2021). Revenue missed analyst estimates by 2.4%. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Dec 03Daktronics, Inc. Provides Sales Guidance for the Third Quarter of 2021Daktronics, Inc. provided sales guidance for the third quarter of 2021. The company expected sales for the third quarter of fiscal 2022 to increase over last year's third quarter due to that record product backlog but, of course, sales could change, pending project bookings, customer schedule changes and the availability of plants and material capacity.
Reported Earnings • Dec 02Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: EPS: US$0.27 (up from US$0.076 in 2Q 2021). Revenue: US$329.0m (up 158% from 2Q 2021). Net income: US$12.0m (up 251% from 2Q 2021). Profit margin: 3.6% (up from 2.7% in 2Q 2021). Revenue missed analyst estimates by 2.4%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Executive Departure • Sep 07Independent Director Byron Anderson has left the companyOn the 1st of September, Byron Anderson's tenure as Independent Director ended. As of June 2021, Byron still personally held 62.15k shares (€342k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.25 years.
Executive Departure • Sep 07Independent Director Robert Dutcher has left the companyOn the 1st of September, Robert Dutcher's tenure as Independent Director ended. As of June 2021, Robert still personally held 70.98k shares (€390k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.25 years.
Reported Earnings • Sep 03First quarter 2022 earnings released: EPS US$0.082 (vs US$0.17 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: US$144.7m (flat on 1Q 2021). Net income: US$3.69m (down 51% from 1Q 2021). Profit margin: 2.5% (down from 5.2% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jun 24Vice President of Manufacturing recently sold €59k worth of stockOn the 17th of June, Matthew Kurtenbach sold around 10k shares on-market at roughly €5.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €23k more than they bought in the last 12 months.
Reported Earnings • Jun 11Full year 2021 earnings released: EPS US$0.24 (vs US$0.011 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: US$482.0m (down 21% from FY 2020). Net income: US$10.9m (up US$10.4m from FY 2020). Profit margin: 2.3% (up from 0.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$5.50, the stock is trading at a trailing P/E ratio of 30.4x, up from the previous P/E ratio of 26.1x. This compares to an average P/E of 32x in the Electronic industry in Germany. Total return to shareholders over the past three years is a loss of 20%.
Reported Earnings • Mar 05Third quarter 2021 earnings released: US$0.005 loss per share (vs US$0.28 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: US$94.1m (down 26% from 3Q 2020). Net loss: US$214.0k (loss narrowed 98% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue misses expectationsRevenue missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 8.1%, compared to a 17% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Feb 11New 90-day high: €4.48The company is up 24% from its price of €3.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period.
お知らせ • Jan 29Daktronics Partners with Phoenix Suns for Venue-Wide LED Super SystemDaktronics has partnered with the Phoenix Suns to manufacture and install an 18-display LED super system totaling 55.1 million LEDs, including a new centerhung configuration as well as lobby, ribbon, tunnel, scorer’s table and locker room displays. The installation was completed in 2020 and in use as basketball is played at Phoenix Suns Arena in Arizona. The centerhung, which is six times larger than its predecessor, features four LED video displays, two facing the sidelines and two facing the ends of the arena. The sideline-facing displays each measure 25 feet high by 33 feet wide and the end-facing displays each measure 25 feet high by 29.5 feet wide. All four feature 5.9-millimeter pixel spacing to bring crisp, clear imagery to fans in every seat of the arena. The entire centerhung features 3,100 square feet and it would take 292 60-inch televisions to cover the entire centerhung’s digital footprint. Two custom-shaped lobby displays combine for more than 6,700 square feet of digital space to welcome fans into the arena. One display measures approximately 26 feet high by 202 feet long and the other measures approximately 26 feet high by 113 feet long. The height of each display fluctuates as they curve and wind their way into the main seating bowl. Both displays feature 3.9-millimeter pixel spacing to provide high-resolution imagery at close viewing distances. Additionally, two ribbon displays are installed along the seating fascia totaling nearly 1,900 feet in length and six tunnel displays are installed above entrances to the seating bowl. Courtside, three LED scorer’s tables were also installed. These displays allow the opportunity to highlight sponsors throughout events while providing supplement information and graphics to the centerhung displays. The centerhung displays are capable of variable content zoning allowing each to share one large image or they can each be divided into multiple zones to show any variety of content including live video, instant replays, up-to-the-minute statistics and game information, graphics and animations, and sponsorship messages. The Suns’ locker room and training facility each feature a display with 1.5-millimeter pixel spacing. These displays can be used to show replays of the action and to help with preparation for the game and the Suns’ current or upcoming opponent.
Is New 90 Day High Low • Jan 09New 90-day high: €4.28The company is up 24% from its price of €3.46 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period.
Is New 90 Day High Low • Dec 18New 90-day high: €4.26The company is up 19% from its price of €3.58 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.
Reported Earnings • Dec 03Second quarter 2021 earnings released: EPS US$0.076The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$127.4m (down 27% from 2Q 2020). Net income: US$3.42m (down 53% from 2Q 2020). Profit margin: 2.7% (down from 4.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 103% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue misses expectationsRevenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 5.1%, compared to a 23% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Nov 24New 90-day high: €4.02The company is up 26% from its price of €3.18 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
お知らせ • Nov 24Daktronics, Inc. to Report Q2, 2021 Results on Dec 02, 2020Daktronics, Inc. announced that they will report Q2, 2021 results on Dec 02, 2020