View Financial HealthNapatech 配当と自社株買い配当金 基準チェック /06Napatech配当金を支払った記録がありません。主要情報n/a配当利回り-5.6%バイバック利回り総株主利回り-5.6%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新お知らせ • Jun 11Napatech A/S (OB:NAPA) commences an Equity Buyback for its own shares, under the authorization approved on April 26, 2022.Napatech A/S (OB:NAPA) commences share repurchases on June 7, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 26, 2022. As per the mandate, the company is authorized to repurchase its own shares. The maximum price which may be paid for an ordinary share shall be DKK 15 per share. The minimum price which may be paid for an ordinary share shall be DKK 0 per share. The repurchase price cannot deviate by more than 10% from the trading price at the Oslo Stock Exchange at the time of acquisition. The purpose of the program is to utilize the company’s share option and incentive programs and to provide the Board of Directors with the opportunity to repurchase shares when deemed in the interest of the company. The authority shall be valid till April 25, 2026. On June 3, 2022, the company announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.75% of its issued share capital for DKK 12 million. The purpose of the program is to neutralize the dilution effect arising as a result of the company’s equity incentive program related to employees and board members. The repurchases will commence today, and the program will expire on December 31, 2022.すべての更新を表示Recent updatesお知らせ • Mar 20+ 1 more updateNapatech A/S to Report Q1, 2026 Results on May 07, 2026Napatech A/S announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Jan 03Napatech A/S Approves the Election of Lars Rahbæk Boilesen as Chair of the Board of DirectorsNapatech A/S at its extraordinary general meeting held on 3 December 2025 approved the election of Lars Rahbæk Boilesen as new chair of the board of directors. Consequently, Napatech A/S' board of directors then consists of Lars Rahbæk Boilesen (chair), Johan Christian Jebsen, Sven Tore Larsen, Shannon John Poulin, Patricia Lorraine Kummrow, Zane Andrew Ball and Lynn Anne Comp.Board Change • Dec 30Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. 1 independent director (5 non-independent directors). Independent Chairman Johan Jebsen is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Dec 22Napatech A/S, Annual General Meeting, Apr 23, 2026Napatech A/S, Annual General Meeting, Apr 23, 2026.お知らせ • Dec 20+ 1 more updateNapatech A/S to Report First Half, 2026 Results on Aug 27, 2026Napatech A/S announced that they will report first half, 2026 results on Aug 27, 2026お知らせ • May 27+ 1 more updateNapatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million.Napatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: NOK 20 Transaction Features: Subsequent Direct Listingお知らせ • Apr 24Napatech A/S Approves Board ElectionsNapatech A/S at its AGM held on April 24, 2025 approved election of Lynn Anne Comp, Patty Kummrow and Zane Ball as new members of the board of directors.お知らせ • Jan 08Napatech A/S Appoints Shannon Poulin as a Member of the Board of DirectorsNapatech A/S held its extraordinary general meeting on 17 December 2024 and the proposal to elect Shannon Poulin as a new member of the board of directors was adopted. Consequently, Napatech A/S' board of directors now consists of Johan Christian Jebsen (chair), Howard Gregory Bubb, Danny Lobo, Anna Beth Topolovsky, Sven Tore Larsen, and Shannon Poulin.New Risk • Jan 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).お知らせ • Dec 20Napatech A/S, Annual General Meeting, Apr 24, 2025Napatech A/S, Annual General Meeting, Apr 24, 2025.お知らせ • Dec 19+ 1 more updateNapatech A/S to Report First Half, 2025 Results on Aug 26, 2025Napatech A/S announced that they will report first half, 2025 results on Aug 26, 2025Reported Earnings • Nov 05Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: kr.34.0m (down 32% from 3Q 2023). Net loss: kr.25.6m (loss widened kr.25.0m from 3Q 2023). Revenue is forecast to grow 81% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr.23.2m (down 39% from 2Q 2023). Net loss: kr.35.1m (loss widened 166% from 2Q 2023). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Communications industry in Europe.New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr.43m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr.43m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).New Risk • May 19New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -kr.43m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr.43m). Shareholders have been diluted in the past year (11% increase in shares outstanding).Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: kr.21.5m (down 42% from 1Q 2023). Net loss: kr.32.2m (loss widened 49% from 1Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.お知らせ • Apr 27Napatech A/S Approves Board and Committee AppointmentsNapatech A/S at its AGM held on April 25, 2024 approved to elect Svenn-Tore Larsen as new member of the board of directors. the company also approved to elect a new member of the nomination committee. The current nom- ination committee consists of Nils Foldal (chair) and Håvard Nilsson (member). It was proposed that Ole Peter Lorentzen was elected as an additional member of the nomination committee for a term of two years bringing the total number of members of the nomination committee to three.Reported Earnings • Feb 29Full year 2023 earnings releasedFull year 2023 results: Revenue: kr.182.7m (up 15% from FY 2022). Net loss: kr.32.0m (loss narrowed 34% from FY 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe.お知らせ • Jan 23+ 1 more updateNapatech A/S Appoints Lars Boilesen as CEONapatech A/S announced the appointment of Lars Boilesen as Chief Executive Officer (CEO) of the Company effective immediately. Lars Boilesen has been chairman of Napatech since September 2017 and has experience from multiple executive roles in the international software and technology industry, including as CEO of Opera Software ASA from 2010 to the company was sold in 2016 and CEO of Otello Corporation from 2016 to 2023.お知らせ • Dec 16+ 2 more updatesNapatech A/S to Report Fiscal Year 2023 Results on Mar 21, 2024Napatech A/S announced that they will report fiscal year 2023 results on Mar 21, 2024Reported Earnings • Nov 08Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr.49.7m (up 34% from 3Q 2022). Net loss: kr.587.0k (loss narrowed 95% from 3Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.New Risk • Oct 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr.1.1m net loss in 2 years). Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). Market cap is less than US$100m (€83.7m market cap, or US$88.5m).お知らせ • Sep 15Napatech Announces the Availability of the Production-Grade 200 Gbps IPU Based Upon the Intel®? IPU Platform F2000X-PLNapatech™? announced the availability of the industry's first production-grade 200 Gbps IPU based upon the Intel®? IPU Platform F2000X-PL. Napatech's F2070X™?. IPU is engineered for cloud, enterprise, and telecom data centers that are optimized for hybrid multi-cloud and edge-computing architectures, supporting applications that may be virtualized (virtual machines), cloud-native (containers), bare-metal and microservices-based. IPU meet the most demanding challenges of modern data center designs without compromise, including: Performance: hardware-based, line-rate forwarding with sophisticated packet processing. Efficiency: offloading of infrastructure processes, reclaiming valuable host CPU resources for applications and services. Customization: software and hardware programmable, delivering hardware performance at the speed of software innovation. Security: Hard isolation between tenant applications and services, and operator infrastructure processes. Sustainability: tenant and service scalability per server, reducing cost, power, and cooling per rack. Ease of Use: The Intel®? Xeon®? D processor simplifies moving the networking and storage stacks from the host to the IPU. Napatech's. F2070X IPU expands upon the Intel®? IPGA Platform F2000X-PL, which is the architecture selected by early adopters in hyperscale cloud, telecom cloud, and next wave cloud networks. The Napatech F2070X IPU is a turnkey, production-grade, warranted, and supported product based on this leadership Intel reference platform. The F2070X IPU hardware is packed with the latest Intel technology, including an Intel Xeon D SoC and Intel Agilex®? 7 FPGA. The 200 Gbps card includes two ports configurable for 10, 25, and 100 gigabit Ethernet. Multiple versions are available in various SoC, FPGA, and memory configurations, and are supported in standard, high-volume servers from leading manufacturers. The F2070XIPU is powered by Napatech's software and high-velocity roadmap that deliver NIC functionality, while offloading and accelerating networking (OVS), Storage (NVMe/TCP), Security (TLS), and other workloads.お知らせ • Sep 12Napatech A/S Launches 5G User Plane Function Offload Solution on Its Intel Agilex FPGA Based 400Gbps SmartnicNapatech A/S announced the availability of its offload solution for 5G User Plane Function (UPF) on the new NT400 400Gbps SmartNIC which leverages the latest Intel Agilex(R) FPGA. Unlike most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud- native software running on servers located within edge and core data centers. As Communications Service Providers (CSPs) and enterprises scale up the deployments of their telecom infrastructure and private networks, they face strong financial pressure to maximize the number of users that can be supported on each server while also minimizing the energy consumption of their edge data centers. Within the 5G packet core, the UPF subsystem represents the higher compute workload, performing critical packet inspection, routing and forwarding functions. As data rates increase and workloads proliferate, some service providers may consider offloading some real-time packet processing from general-purpose server CPU cores widely deployed in today's virtualized and cloud native networks. To support this, Napatech enables 5G core vendors to address the key business challenges around packet core deployments through its integrated hardware/software solution that comprises a fully-offloaded UPF fast path implemented within the Link-Inline(TM) software stack, running on programmable SmartNICs. Napatech's UPF offload solution is supported by an ecosystem of packet core software suppliers and server OEMs, with partners such as A5G Networks, Advantech, Druid Software and Kontron having already announced products that leverage this technology, while others have integrations in progress. The new Napatech NT400 400Gbps SmartNIC maximizes the performance of its UPF offload solution, processing up to 190 million concurrent flows with a flow learning rate greater than 2 million flows per second, achieving a total throughput of up to 113 million packets per second on stateful connections and ensuring full 2x 200G wire speed operation for typical packet sizes.お知らせ • Aug 29Napatech A/S Leverages Latest Intel Agilex®? Fpga to Launch Industry's First 400Gbps Smartnic SolutionsNapatech A/S announced the availability of the Napatech's first 400Gbps programmable SmartNIC solutions, leveraging the latest Intel Agilex®? 7 FPGAs to deliver best-in-class performance for applications in security, cloud services, network monitoring and recording. Enterprises and OEMs providing high-performance solutions for network monitoring and recording require NICs with a performance level that matches the high PCI Express (PCIe) bandwidth available in the latest servers such as those based on 4th Gen Intel Xeon®? Scalable Processors. The new Napatech NT400 SmartNIC platform, based on the Intel®? FPGA SmartNIC N6000-PL Platform, addresses this need through a PCIe Gen 4 16-lane host interface which enables full-duplex 2x100Gbps traffic between network ports and host applications. Similarly, for applications like the 5G packet core in telecom infrastructure that require high-bandwidth inline processing of network data, the NT400 platform sustains a total 400G of traffic over tens of millions of flows. The NT400 programmable SmartNIC platform includes two QSFP56 network ports, supporting up to 2x200G traffic with the flexibility to configure 10G, 25G, 40G, 50G, 100G and 200G network links. The SmartNIC hardware is complemented by Napatech's portfolio of production-grade software packages, including Link-Capture™? for use cases such as network monitoring and recording, Link-Virtualization™? that provides a virtualized data plane for cloud services and Link-Inline™? for inline applications such as 5G User Plane Function (UPF). These integrated solutions deliver a true "IT experience" whereby the user just installs the card and the software, immediately achieving seamless acceleration of their application with no requirement to directly program the SmartNIC itself.お知らせ • Aug 26Napatech A/S Provides Revenue Guidance for the Year 2023Napatech A/S provided revenue guidance for the year 2023. The company expects Revenue in the range of DKK 180 million – DKK 200 million.Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Chairman Lars Boilesen was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 04First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr.37.1m (down 29% from 1Q 2022). Net loss: kr.21.6m (loss widened 228% from 1Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Buying Opportunity • Mar 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €1.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 100% in the next year.Reported Earnings • Mar 02Full year 2022 earnings releasedFull year 2022 results: Revenue: kr.158.6m (down 19% from FY 2021). Net loss: kr.48.3m (down 220% from profit in FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe.お知らせ • Dec 24Napatech A/S to Report First Half, 2023 Results on Aug 24, 2023Napatech A/S announced that they will report first half, 2023 results on Aug 24, 2023お知らせ • Dec 23+ 1 more updateNapatech A/S to Report Fiscal Year 2022 Results on Mar 23, 2023Napatech A/S announced that they will report fiscal year 2022 results on Mar 23, 2023Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: kr.37.0m (down 22% from 3Q 2021). Net loss: kr.12.7m (down 268% from profit in 3Q 2021). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 24Napatech A/S to Report Q3, 2022 Results on Nov 30, 2022Napatech A/S announced that they will report Q3, 2022 results on Nov 30, 2022お知らせ • Oct 12Napatech Collaborates with Advantech to Showcase 5G UPF Offload Solution at Network XNapatech™ will collaborate with Advantech to showcase its SmartNIC-based offload solution for 5G User Plane Function (UPF) at Network X in Amsterdam from October 18th through 20th, in Advantech's booth. Unlike in most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud-native software running on servers located within edge and core data centers. As Communications Service Providers (CSPs) and enterprises scale up the deployments of their 5G networks, they face strong financial pressure to maximize the number of users that can be supported on each server, whether individual subscribers or IoT devices, thereby minimizing the net cost-per-user. Within 5G packet core software, the subsystem that represents the highest compute workload is the User Plane Function (UPF), which performs critical packet inspection, routing and forwarding functions. Since general-purpose server CPUs are not well suited to the performance and latency requirements of real-time packet processing, network operators and 5G core software vendors increasingly adopt solutions for offloading the UPF to accelerator cards which are optimized for executing such workloads. Napatech addresses the key business challenges around packet core deployments through its new, integrated hardware/software solution that comprises a fully-offloaded UPF fast path implemented within Napatech's Link-Inline™ software stack, running on an FPGA-based programmable SmartNIC. The UPF data path is implemented as a port-to-port inline or "hairpinned" architecture, which ensures that following initial setup all flows are processed on the SmartNIC with no need to pass traffic to and from the server CPU, maximizing the overall performance of the system. Using a single 200Gbps SmartNIC to sustain 100Gbps of full duplex traffic, the Napatech UPF Offload solution processes up to 140 million concurrent flows, with a flow learning rate greater than 1.5 million flows per second, achieving a total throughput of up to 85 million packets per second on stateful connections and ensuring full wire speed operation for typical packet sizes. In a representative use case analyzed by the company, the Napatech UPF offload solution enables network operators to support 75x more users per server than with a software-based UPF and 7x more users per server than with a competing ASIC-based SmartNIC. Napatech's UPF offload solution is ideally suited to deployments in telco edge data centers and on-premises enterprise locations, both of which face the challenges of supporting large numbers of subscribers and/or devices within small-footprint servers that maximize energy efficiency. At Network X, Napatech will showcase its NT200 SmartNIC installed in an Advantech SKY-8260S server, which is a 2U single-socket server optimized for edge infrastructure.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.23, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 174% over the past three years.Reported Earnings • Aug 19Second quarter 2022 earnings released: kr.0.14 loss per share (vs kr.0.07 profit in 2Q 2021)Second quarter 2022 results: kr.0.14 loss per share (down from kr.0.07 profit in 2Q 2021). Revenue: kr.35.5m (down 24% from 2Q 2021). Net loss: kr.11.4m (down 295% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 51%, compared to a 8.4% growth forecast for the Communications industry in Germany. Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 124% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 19Napatech A/S Revises Earnings Guidance for the Year 2022Napatech A/S revised earnings guidance for the year 2022. For the year 2022, the company now expects revenue of DKK 195 million to DKK 220 million compared to previous guidance of DKK 235 million to DKK 260 million.お知らせ • Jul 06Napatech A/S Accelerates Infrastructure Services Processing for Data Center ApplicationsNapatech A/S announced a set of new SmartNIC capabilities that enable standard, unmodified applications in edge and core data centers to benefit from offloaded and accelerated compute and networking functions. As enterprises, communications service providers and cloud data center operators deploy virtualized applications and services in edge and core data centers, they increasingly leverage workload-specific coprocessors to offload functions such as Artificial Intelligence (AI), Machine Learning (ML), storage, networking and infrastructure services from general-purpose server CPUs. This architectural approach not only maximizes the availability of server compute resources for running applications and services but also improves system-level performance and energy efficiency by running the offloaded workloads on devices optimized for those specific tasks such as programmable SmartNICs, also known as Data Processing Units (DPUs) or Infrastructure Processing Units (IPUs). Thanks to this offload trend as well as an acceleration in global data center deployments, programmable SmartNICs represent the fastest-growing segment of the NIC market, with a Total Available Market (TAM) forecasted to reach $3.8B/year by 2026 according to Omdia. To maximize the portability of their software and to accelerate their time-to-market, developers of cloud applications and services incorporate industry-standard Application Programming Interfaces (APIs) and drivers within their software. Data center operators therefore need to be able to select offload solutions that are compatible with the relevant standards, to avoid having to create custom, vendor-specific versions of their software. The latest upgrade to Napatech's Link-Virtualization™ software, release 4.4, addresses this challenge by incorporating networking and virtual switching features that implement full support for the relevant open standards, while delivering best-in-class performance and functionality. Specifically, Link-Virtualization now supports a fully hardware-offloaded implementation of the Virtio 1.1 Input/Output (I/O) virtualization framework for Linux, including the standard kernel NIC interface, which means that guest Virtual Machines (VMs) do not require a custom or proprietary driver. Link-Virtualization also supports the open-standard Data Plane Development Kit (DPDK) fast-path running in guest VMs to maximize the performance of functions such as Open Virtual Switch (OVS). Link-Virtualization is also fully compatible with OpenStack, allowing a seamless integration into cloud data center environments worldwide. Other new features incorporated in Link-Virtualization include IPv6 VxLAN tunneling, RPM-based setup for OpenStack Packstack, configurable Maximum Transmission Unit (MTU), live migration on packed ring, port-based Quality of Service (QoS) egress policing and more. The software is available on Napatech's portfolio of SmartNICs, powered by AMD (Xilinx) and Intel FPGAs, that span 1 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps and 100 Gbps port speeds.お知らせ • Jun 11Napatech A/S (OB:NAPA) commences an Equity Buyback for its own shares, under the authorization approved on April 26, 2022.Napatech A/S (OB:NAPA) commences share repurchases on June 7, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 26, 2022. As per the mandate, the company is authorized to repurchase its own shares. The maximum price which may be paid for an ordinary share shall be DKK 15 per share. The minimum price which may be paid for an ordinary share shall be DKK 0 per share. The repurchase price cannot deviate by more than 10% from the trading price at the Oslo Stock Exchange at the time of acquisition. The purpose of the program is to utilize the company’s share option and incentive programs and to provide the Board of Directors with the opportunity to repurchase shares when deemed in the interest of the company. The authority shall be valid till April 25, 2026. On June 3, 2022, the company announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.75% of its issued share capital for DKK 12 million. The purpose of the program is to neutralize the dilution effect arising as a result of the company’s equity incentive program related to employees and board members. The repurchases will commence today, and the program will expire on December 31, 2022.Reported Earnings • May 05First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr.52.2m (up 12% from 1Q 2021). Net loss: kr.6.59m (down 227% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 138% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Director Christian Jebsen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Feb 25Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: kr.195.5m (flat on FY 2020). Net income: kr.40.2m (up 319% from FY 2020). Profit margin: 21% (up from 4.9% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Napatech A/S Provides Earnings Guidance for the Year 2022Napatech A/S provided earnings guidance for the year 2022. For the year, the company expects revenue in the range of DKK 235-260 million.お知らせ • Feb 18Napatech Delivers Data Center Capacity and Monitoring for 5G Packet Core InfrastructureNapatech announced the integration of 5G User Plane Function (UPF) offload within its Link-Inline software suite. This will enable communications service providers (CSPs) to maximize the number of users supported in an edge or core data center. Unlike in most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud-native software running on servers located within edge and core data centers. As CSPs worldwide scale up the deployments of their 5G networks, they face strong financial pressure to maximize the number of users that can be supported on each server, whether individual subscribers or IoT devices, thereby minimizing the net cost-per-user. Within 5G packet core software, the subsystem that represents the highest compute workload is the User Plane Function (UPF), which performs critical packet inspection, routing and forwarding functions associated with connecting user and device traffic from the Radio Access Network (RAN) to the Data Network (DN). General-purpose server CPUs aren't well suited to the performance and latency requirements of real-time packet processing, so CSPs and 5G core software vendors typically adopt solutions for offloading the UPF to accelerator cards that are optimized for executing such workloads. Using a single 200Gbps NT200 SmartNIC to sustain 100Gbps of full duplex traffic, the Napatech UPF Offload solution processes up to 100 million concurrent flows, with a flow learning rate greater than 1.5 million flows per second. This results in a total throughput of up to 85 million packets per second on stateful connections and ensures full wire speed operation for typical packet sizes. In a representative use case analyzed by the company, the Napatech UPF offload solution enables CSPs to support seven times more users per server than with competing solutions.お知らせ • Jan 05Napatech A/S Revises Earnings Guidance for the Year 2021Napatech A/S revised earnings guidance for the year 2021. For the year, the company adjusted Revenue in the range of DKK 192-196 million as compared to previous guidance of DKK 210-230 million.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.41, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 463% over the past three years.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.23, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 412% over the past three years.Reported Earnings • Nov 04Third quarter 2021 earnings released: EPS kr.0.09 (vs kr.0.011 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr.47.2m (up 6.5% from 3Q 2020). Net income: kr.7.57m (up kr.6.66m from 3Q 2020). Profit margin: 16% (up from 2.0% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 97% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.89, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 28x in the Communications industry in Europe. Total returns to shareholders of 287% over the past three years.Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS kr.0.07 (vs kr.0.053 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: kr.46.4m (down 5.0% from 2Q 2020). Net income: kr.5.84m (up 32% from 2Q 2020). Profit margin: 13% (up from 9.1% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 01First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr.46.8m (down 3.5% from 1Q 2020). Net income: kr.5.17m (up kr.7.08m from 1Q 2020). Profit margin: 11% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. 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 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Napatech A/S Provides Revenue Guidance for the Full Year of Fiscal 2021Napatech A/S Provided revenue guidance for the full year of fiscal 2021. For the year, the company expects revenue of DKK 210 million to 230 million.Reported Earnings • Mar 27Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr.194.2m (up 14% from FY 2019). Net income: kr.9.60m (up kr.23.2m from FY 2019). Profit margin: 4.9% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Napatech Software Optimized for Silicom's Latest Intel FPGA-Based SmartNICsNapatech in partnership with Silicom announced availability of its Link-Virtualization™ FPGA-based SmartNIC software for Silicom's latest generation of Intel FPGA-based SmartNICs. The combination of Napatech's software and Silicom's SmartNIC increases the application, networking, security, and storage performance of servers deployed in virtualized datacenters. Napatech's Link-Virtualization software is a production-grade, turn-key solution that harnesses the capabilities pioneered by hyperscale cloud service providers, and makes them readily available to cloud, 5G telecom, and enterprise datacenter networks of every size. The software is optimized for Silicom's C5010X SmartNIC which was created from the recently announced Intel FPGA SmartNIC C5000X-PL platform, as well as the Silicom N5010 SmartNIC for high performance networking acceleration. The latest generation of Intel FPGA-based SmartNIC platforms are available with an array of hardware options and combinations including Intel Stratix 10 FPGAs, Intel Ethernet 800 Series controllers, and Intel Xeon D processors. The combination of Napatech's Link-Virtualization software and Silicom's Intel FPGA-based SmartNICs provides a unique and compelling choice for server connectivity to modern datacenter operators, with benefits that include: Performance: Line-rate networking with ultra-low latency for 10, 25, and 100GbE. Agility: Programmable FPGAs for hardware performance at the speed of software DevOps innovation. Efficiency: Releasing valuable CPU resources for applications and services that generate revenue. Security: Offload and acceleration of compute-intense security processing workloads. Economics: The optimal combination of performance, features, programmability, and cost. Orchestration: Automated management, provisioning, and configuration at scale. Sustainability: An open, standard design in an environmentally friendly size and power configuration. Leading use cases supported by the solution include full and partial Open vSwitch (OVS) offload, live migration, hardware quality of service, VM-to-VM network, and application performance monitoring, network telemetry, service chaining, and custom workload integration.Reported Earnings • Feb 28Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr.194.2m (up 14% from FY 2019). Net income: kr.9.60m (up kr.23.2m from FY 2019). Profit margin: 4.9% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 13%, compared to a 1.8% growth forecast for the Communications industry in Germany.お知らせ • Feb 03Lenovo Partners with Napatech to Deliver 25 and 100 Gigabit Ethernet Programmable SmartNICs to Data CentersNapatech announced that Lenovo has partnered with Napatech to deliver 25 and 100 gigabit Ethernet programmable SmartNICs to data centers. The solution is the result of joint product and technology development between Napatech and Lenovo to meet the most demanding requirements of the largest 5G mobile telecommunications operators and cloud service providers worldwide. It dramatically improves the networking performance and CPU utilization of servers deployed in virtualized environments and is tailored specifically for the highest- growth applications, services, and use-cases driving demand for programmable SmartNICs. The Lenovo SmartNICs are powered by field-programmable gate arrays (FGPAs), the most widely deployed acceleration technology for programmable SmartNICs. The Lenovo product line includes the TRXFP50V04 (half-height, 2-port, 25 GbE) and the TRXFP200V02 (full-height, 2-port, 100 GbE). The programmable SmartNICs include production-grade FPGA software that delivers line-rate throughput, ultra-low latency, and is packed with networking, security and virtualization features including open virtual switch (OVS) offload, live migration, hardware quality of service, telemetry, service chaining and OpenStack orchestration. Starting with 5G telecom and cloud data center operators in the Greater China market, Lenovo together with Napatech plans to extend the SmartNIC solutions globally to the world's top network operators. Napatech estimates the revenue potential of the design win to exceed $10 million over the life of the product, with customer orders ramping in the second half of 2021.Is New 90 Day High Low • Feb 03New 90-day high: €1.56The company is up 39% from its price of €1.12 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 27% over the same period.お知らせ • Jan 14Napatech Secures FinTech Design WinNapatechTM announced that a tier-1 global financial services trading firm has selected Napatech 40 and 100 Gbps SmartNICs for their trading network. The solution enables the customer to reliably and accurately perform market data analytics to improve trading behavior that maximizes revenue and de-risk transactions. Additional capabilities ensure regulatory compliance and strengthen the security of the data in flight across the trading network, at a time when the networks of banking, financial services, and trading companies are under increased stress. The global financial services customer specializes in proprietary, high-frequency, and algorithmic trading. With nearly 1,000 employees they operate globally with datacenters in major financial hubs in the United States, Europe, and Asia. Napatech anticipates the lifetime value of the project to be $2 million - $3 million. This notable customer win contributes to a successful year for Napatech solutions in the FinTech market, boasting more than 25 OEM and end-user FinTech customers.Is New 90 Day High Low • Jan 07New 90-day high: €1.33The company is up 4.0% from its price of €1.28 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 8.0% over the same period.お知らせ • Dec 19+ 2 more updatesNapatech A/S to Report First Half, 2021 Results on Aug 18, 2021Napatech A/S announced that they will report first half, 2021 results on Aug 18, 2021Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.4% at kr.44.4m. Revenue is forecast to grow 16% over the next year, compared to a 3.2% growth forecast for the Communications industry in Germany.Is New 90 Day High Low • Oct 02New 90-day high: €1.30The company is up 216% from its price of €0.41 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 1.0% over the same period.お知らせ • Sep 25Napatech A/S has acquired Programmable Network Adapter Business of Xyratex for a reported consideration of approximately $9.50 million.Napatech A/S has acquired Programmable Network Adapter Business of Xyratex for a reported consideration of approximately $9.50 million on March 23, 2006. Jeff Hurlburt, Sam Tyfield and Victoria Sheckler of Hogan & Hartson LLP acted as legal advisors to Napatech A/S. Napatech A/S has acquired Programmable Network Adapter Business of Xyratex on March 23, 2006.お知らせ • Sep 17Napatech Wins Lands Mobile Network Security DesignNapatech announced a new design win with a US-headquartered provider of analytics for roaming, security, and risk management. Napatech's SmartNIC hardware and software will be used by the original equipment manufacturer (OEM) in their signaling firewall to improve the performance, scalability, and security of mobile networks. Network security vulnerabilities are magnified in 5G networks with more operator types, access points and devices, combined with technologies emerging from edge and cloud computing. As operators begin to roll out 5G connectivity, signaling firewalls play a critical role in securing mobile networks, users, applications, and services that span 2G, 3G, 4G and 5G designs.決済の安定と成長配当データの取得安定した配当: NATの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: NATの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Napatech 配当利回り対市場NAT 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (NAT)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Communications)1.7%アナリスト予想 (NAT) (最長3年)n/a注目すべき配当: NATは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: NATは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: NATの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: NATが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/06 08:57終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Napatech A/S 0 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。5 アナリスト機関null nullABG Sundal CollierAksel Øverland EngebakkenABG Sundal Collier Sponsorednull nullABG Sundal Collier Sponsored2 その他のアナリストを表示
お知らせ • Jun 11Napatech A/S (OB:NAPA) commences an Equity Buyback for its own shares, under the authorization approved on April 26, 2022.Napatech A/S (OB:NAPA) commences share repurchases on June 7, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 26, 2022. As per the mandate, the company is authorized to repurchase its own shares. The maximum price which may be paid for an ordinary share shall be DKK 15 per share. The minimum price which may be paid for an ordinary share shall be DKK 0 per share. The repurchase price cannot deviate by more than 10% from the trading price at the Oslo Stock Exchange at the time of acquisition. The purpose of the program is to utilize the company’s share option and incentive programs and to provide the Board of Directors with the opportunity to repurchase shares when deemed in the interest of the company. The authority shall be valid till April 25, 2026. On June 3, 2022, the company announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.75% of its issued share capital for DKK 12 million. The purpose of the program is to neutralize the dilution effect arising as a result of the company’s equity incentive program related to employees and board members. The repurchases will commence today, and the program will expire on December 31, 2022.
お知らせ • Mar 20+ 1 more updateNapatech A/S to Report Q1, 2026 Results on May 07, 2026Napatech A/S announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Jan 03Napatech A/S Approves the Election of Lars Rahbæk Boilesen as Chair of the Board of DirectorsNapatech A/S at its extraordinary general meeting held on 3 December 2025 approved the election of Lars Rahbæk Boilesen as new chair of the board of directors. Consequently, Napatech A/S' board of directors then consists of Lars Rahbæk Boilesen (chair), Johan Christian Jebsen, Sven Tore Larsen, Shannon John Poulin, Patricia Lorraine Kummrow, Zane Andrew Ball and Lynn Anne Comp.
Board Change • Dec 30Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. 1 independent director (5 non-independent directors). Independent Chairman Johan Jebsen is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Dec 22Napatech A/S, Annual General Meeting, Apr 23, 2026Napatech A/S, Annual General Meeting, Apr 23, 2026.
お知らせ • Dec 20+ 1 more updateNapatech A/S to Report First Half, 2026 Results on Aug 27, 2026Napatech A/S announced that they will report first half, 2026 results on Aug 27, 2026
お知らせ • May 27+ 1 more updateNapatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million.Napatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: NOK 20 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 24Napatech A/S Approves Board ElectionsNapatech A/S at its AGM held on April 24, 2025 approved election of Lynn Anne Comp, Patty Kummrow and Zane Ball as new members of the board of directors.
お知らせ • Jan 08Napatech A/S Appoints Shannon Poulin as a Member of the Board of DirectorsNapatech A/S held its extraordinary general meeting on 17 December 2024 and the proposal to elect Shannon Poulin as a new member of the board of directors was adopted. Consequently, Napatech A/S' board of directors now consists of Johan Christian Jebsen (chair), Howard Gregory Bubb, Danny Lobo, Anna Beth Topolovsky, Sven Tore Larsen, and Shannon Poulin.
New Risk • Jan 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).
お知らせ • Dec 20Napatech A/S, Annual General Meeting, Apr 24, 2025Napatech A/S, Annual General Meeting, Apr 24, 2025.
お知らせ • Dec 19+ 1 more updateNapatech A/S to Report First Half, 2025 Results on Aug 26, 2025Napatech A/S announced that they will report first half, 2025 results on Aug 26, 2025
Reported Earnings • Nov 05Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: kr.34.0m (down 32% from 3Q 2023). Net loss: kr.25.6m (loss widened kr.25.0m from 3Q 2023). Revenue is forecast to grow 81% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr.23.2m (down 39% from 2Q 2023). Net loss: kr.35.1m (loss widened 166% from 2Q 2023). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Communications industry in Europe.
New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr.43m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr.43m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
New Risk • May 19New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -kr.43m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr.43m). Shareholders have been diluted in the past year (11% increase in shares outstanding).
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: kr.21.5m (down 42% from 1Q 2023). Net loss: kr.32.2m (loss widened 49% from 1Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.
お知らせ • Apr 27Napatech A/S Approves Board and Committee AppointmentsNapatech A/S at its AGM held on April 25, 2024 approved to elect Svenn-Tore Larsen as new member of the board of directors. the company also approved to elect a new member of the nomination committee. The current nom- ination committee consists of Nils Foldal (chair) and Håvard Nilsson (member). It was proposed that Ole Peter Lorentzen was elected as an additional member of the nomination committee for a term of two years bringing the total number of members of the nomination committee to three.
Reported Earnings • Feb 29Full year 2023 earnings releasedFull year 2023 results: Revenue: kr.182.7m (up 15% from FY 2022). Net loss: kr.32.0m (loss narrowed 34% from FY 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe.
お知らせ • Jan 23+ 1 more updateNapatech A/S Appoints Lars Boilesen as CEONapatech A/S announced the appointment of Lars Boilesen as Chief Executive Officer (CEO) of the Company effective immediately. Lars Boilesen has been chairman of Napatech since September 2017 and has experience from multiple executive roles in the international software and technology industry, including as CEO of Opera Software ASA from 2010 to the company was sold in 2016 and CEO of Otello Corporation from 2016 to 2023.
お知らせ • Dec 16+ 2 more updatesNapatech A/S to Report Fiscal Year 2023 Results on Mar 21, 2024Napatech A/S announced that they will report fiscal year 2023 results on Mar 21, 2024
Reported Earnings • Nov 08Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr.49.7m (up 34% from 3Q 2022). Net loss: kr.587.0k (loss narrowed 95% from 3Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
New Risk • Oct 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr.1.1m net loss in 2 years). Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). Market cap is less than US$100m (€83.7m market cap, or US$88.5m).
お知らせ • Sep 15Napatech Announces the Availability of the Production-Grade 200 Gbps IPU Based Upon the Intel®? IPU Platform F2000X-PLNapatech™? announced the availability of the industry's first production-grade 200 Gbps IPU based upon the Intel®? IPU Platform F2000X-PL. Napatech's F2070X™?. IPU is engineered for cloud, enterprise, and telecom data centers that are optimized for hybrid multi-cloud and edge-computing architectures, supporting applications that may be virtualized (virtual machines), cloud-native (containers), bare-metal and microservices-based. IPU meet the most demanding challenges of modern data center designs without compromise, including: Performance: hardware-based, line-rate forwarding with sophisticated packet processing. Efficiency: offloading of infrastructure processes, reclaiming valuable host CPU resources for applications and services. Customization: software and hardware programmable, delivering hardware performance at the speed of software innovation. Security: Hard isolation between tenant applications and services, and operator infrastructure processes. Sustainability: tenant and service scalability per server, reducing cost, power, and cooling per rack. Ease of Use: The Intel®? Xeon®? D processor simplifies moving the networking and storage stacks from the host to the IPU. Napatech's. F2070X IPU expands upon the Intel®? IPGA Platform F2000X-PL, which is the architecture selected by early adopters in hyperscale cloud, telecom cloud, and next wave cloud networks. The Napatech F2070X IPU is a turnkey, production-grade, warranted, and supported product based on this leadership Intel reference platform. The F2070X IPU hardware is packed with the latest Intel technology, including an Intel Xeon D SoC and Intel Agilex®? 7 FPGA. The 200 Gbps card includes two ports configurable for 10, 25, and 100 gigabit Ethernet. Multiple versions are available in various SoC, FPGA, and memory configurations, and are supported in standard, high-volume servers from leading manufacturers. The F2070XIPU is powered by Napatech's software and high-velocity roadmap that deliver NIC functionality, while offloading and accelerating networking (OVS), Storage (NVMe/TCP), Security (TLS), and other workloads.
お知らせ • Sep 12Napatech A/S Launches 5G User Plane Function Offload Solution on Its Intel Agilex FPGA Based 400Gbps SmartnicNapatech A/S announced the availability of its offload solution for 5G User Plane Function (UPF) on the new NT400 400Gbps SmartNIC which leverages the latest Intel Agilex(R) FPGA. Unlike most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud- native software running on servers located within edge and core data centers. As Communications Service Providers (CSPs) and enterprises scale up the deployments of their telecom infrastructure and private networks, they face strong financial pressure to maximize the number of users that can be supported on each server while also minimizing the energy consumption of their edge data centers. Within the 5G packet core, the UPF subsystem represents the higher compute workload, performing critical packet inspection, routing and forwarding functions. As data rates increase and workloads proliferate, some service providers may consider offloading some real-time packet processing from general-purpose server CPU cores widely deployed in today's virtualized and cloud native networks. To support this, Napatech enables 5G core vendors to address the key business challenges around packet core deployments through its integrated hardware/software solution that comprises a fully-offloaded UPF fast path implemented within the Link-Inline(TM) software stack, running on programmable SmartNICs. Napatech's UPF offload solution is supported by an ecosystem of packet core software suppliers and server OEMs, with partners such as A5G Networks, Advantech, Druid Software and Kontron having already announced products that leverage this technology, while others have integrations in progress. The new Napatech NT400 400Gbps SmartNIC maximizes the performance of its UPF offload solution, processing up to 190 million concurrent flows with a flow learning rate greater than 2 million flows per second, achieving a total throughput of up to 113 million packets per second on stateful connections and ensuring full 2x 200G wire speed operation for typical packet sizes.
お知らせ • Aug 29Napatech A/S Leverages Latest Intel Agilex®? Fpga to Launch Industry's First 400Gbps Smartnic SolutionsNapatech A/S announced the availability of the Napatech's first 400Gbps programmable SmartNIC solutions, leveraging the latest Intel Agilex®? 7 FPGAs to deliver best-in-class performance for applications in security, cloud services, network monitoring and recording. Enterprises and OEMs providing high-performance solutions for network monitoring and recording require NICs with a performance level that matches the high PCI Express (PCIe) bandwidth available in the latest servers such as those based on 4th Gen Intel Xeon®? Scalable Processors. The new Napatech NT400 SmartNIC platform, based on the Intel®? FPGA SmartNIC N6000-PL Platform, addresses this need through a PCIe Gen 4 16-lane host interface which enables full-duplex 2x100Gbps traffic between network ports and host applications. Similarly, for applications like the 5G packet core in telecom infrastructure that require high-bandwidth inline processing of network data, the NT400 platform sustains a total 400G of traffic over tens of millions of flows. The NT400 programmable SmartNIC platform includes two QSFP56 network ports, supporting up to 2x200G traffic with the flexibility to configure 10G, 25G, 40G, 50G, 100G and 200G network links. The SmartNIC hardware is complemented by Napatech's portfolio of production-grade software packages, including Link-Capture™? for use cases such as network monitoring and recording, Link-Virtualization™? that provides a virtualized data plane for cloud services and Link-Inline™? for inline applications such as 5G User Plane Function (UPF). These integrated solutions deliver a true "IT experience" whereby the user just installs the card and the software, immediately achieving seamless acceleration of their application with no requirement to directly program the SmartNIC itself.
お知らせ • Aug 26Napatech A/S Provides Revenue Guidance for the Year 2023Napatech A/S provided revenue guidance for the year 2023. The company expects Revenue in the range of DKK 180 million – DKK 200 million.
Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Chairman Lars Boilesen was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 04First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr.37.1m (down 29% from 1Q 2022). Net loss: kr.21.6m (loss widened 228% from 1Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Buying Opportunity • Mar 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €1.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 100% in the next year.
Reported Earnings • Mar 02Full year 2022 earnings releasedFull year 2022 results: Revenue: kr.158.6m (down 19% from FY 2021). Net loss: kr.48.3m (down 220% from profit in FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe.
お知らせ • Dec 24Napatech A/S to Report First Half, 2023 Results on Aug 24, 2023Napatech A/S announced that they will report first half, 2023 results on Aug 24, 2023
お知らせ • Dec 23+ 1 more updateNapatech A/S to Report Fiscal Year 2022 Results on Mar 23, 2023Napatech A/S announced that they will report fiscal year 2022 results on Mar 23, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: kr.37.0m (down 22% from 3Q 2021). Net loss: kr.12.7m (down 268% from profit in 3Q 2021). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 24Napatech A/S to Report Q3, 2022 Results on Nov 30, 2022Napatech A/S announced that they will report Q3, 2022 results on Nov 30, 2022
お知らせ • Oct 12Napatech Collaborates with Advantech to Showcase 5G UPF Offload Solution at Network XNapatech™ will collaborate with Advantech to showcase its SmartNIC-based offload solution for 5G User Plane Function (UPF) at Network X in Amsterdam from October 18th through 20th, in Advantech's booth. Unlike in most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud-native software running on servers located within edge and core data centers. As Communications Service Providers (CSPs) and enterprises scale up the deployments of their 5G networks, they face strong financial pressure to maximize the number of users that can be supported on each server, whether individual subscribers or IoT devices, thereby minimizing the net cost-per-user. Within 5G packet core software, the subsystem that represents the highest compute workload is the User Plane Function (UPF), which performs critical packet inspection, routing and forwarding functions. Since general-purpose server CPUs are not well suited to the performance and latency requirements of real-time packet processing, network operators and 5G core software vendors increasingly adopt solutions for offloading the UPF to accelerator cards which are optimized for executing such workloads. Napatech addresses the key business challenges around packet core deployments through its new, integrated hardware/software solution that comprises a fully-offloaded UPF fast path implemented within Napatech's Link-Inline™ software stack, running on an FPGA-based programmable SmartNIC. The UPF data path is implemented as a port-to-port inline or "hairpinned" architecture, which ensures that following initial setup all flows are processed on the SmartNIC with no need to pass traffic to and from the server CPU, maximizing the overall performance of the system. Using a single 200Gbps SmartNIC to sustain 100Gbps of full duplex traffic, the Napatech UPF Offload solution processes up to 140 million concurrent flows, with a flow learning rate greater than 1.5 million flows per second, achieving a total throughput of up to 85 million packets per second on stateful connections and ensuring full wire speed operation for typical packet sizes. In a representative use case analyzed by the company, the Napatech UPF offload solution enables network operators to support 75x more users per server than with a software-based UPF and 7x more users per server than with a competing ASIC-based SmartNIC. Napatech's UPF offload solution is ideally suited to deployments in telco edge data centers and on-premises enterprise locations, both of which face the challenges of supporting large numbers of subscribers and/or devices within small-footprint servers that maximize energy efficiency. At Network X, Napatech will showcase its NT200 SmartNIC installed in an Advantech SKY-8260S server, which is a 2U single-socket server optimized for edge infrastructure.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.23, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 174% over the past three years.
Reported Earnings • Aug 19Second quarter 2022 earnings released: kr.0.14 loss per share (vs kr.0.07 profit in 2Q 2021)Second quarter 2022 results: kr.0.14 loss per share (down from kr.0.07 profit in 2Q 2021). Revenue: kr.35.5m (down 24% from 2Q 2021). Net loss: kr.11.4m (down 295% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 51%, compared to a 8.4% growth forecast for the Communications industry in Germany. Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 124% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 19Napatech A/S Revises Earnings Guidance for the Year 2022Napatech A/S revised earnings guidance for the year 2022. For the year 2022, the company now expects revenue of DKK 195 million to DKK 220 million compared to previous guidance of DKK 235 million to DKK 260 million.
お知らせ • Jul 06Napatech A/S Accelerates Infrastructure Services Processing for Data Center ApplicationsNapatech A/S announced a set of new SmartNIC capabilities that enable standard, unmodified applications in edge and core data centers to benefit from offloaded and accelerated compute and networking functions. As enterprises, communications service providers and cloud data center operators deploy virtualized applications and services in edge and core data centers, they increasingly leverage workload-specific coprocessors to offload functions such as Artificial Intelligence (AI), Machine Learning (ML), storage, networking and infrastructure services from general-purpose server CPUs. This architectural approach not only maximizes the availability of server compute resources for running applications and services but also improves system-level performance and energy efficiency by running the offloaded workloads on devices optimized for those specific tasks such as programmable SmartNICs, also known as Data Processing Units (DPUs) or Infrastructure Processing Units (IPUs). Thanks to this offload trend as well as an acceleration in global data center deployments, programmable SmartNICs represent the fastest-growing segment of the NIC market, with a Total Available Market (TAM) forecasted to reach $3.8B/year by 2026 according to Omdia. To maximize the portability of their software and to accelerate their time-to-market, developers of cloud applications and services incorporate industry-standard Application Programming Interfaces (APIs) and drivers within their software. Data center operators therefore need to be able to select offload solutions that are compatible with the relevant standards, to avoid having to create custom, vendor-specific versions of their software. The latest upgrade to Napatech's Link-Virtualization™ software, release 4.4, addresses this challenge by incorporating networking and virtual switching features that implement full support for the relevant open standards, while delivering best-in-class performance and functionality. Specifically, Link-Virtualization now supports a fully hardware-offloaded implementation of the Virtio 1.1 Input/Output (I/O) virtualization framework for Linux, including the standard kernel NIC interface, which means that guest Virtual Machines (VMs) do not require a custom or proprietary driver. Link-Virtualization also supports the open-standard Data Plane Development Kit (DPDK) fast-path running in guest VMs to maximize the performance of functions such as Open Virtual Switch (OVS). Link-Virtualization is also fully compatible with OpenStack, allowing a seamless integration into cloud data center environments worldwide. Other new features incorporated in Link-Virtualization include IPv6 VxLAN tunneling, RPM-based setup for OpenStack Packstack, configurable Maximum Transmission Unit (MTU), live migration on packed ring, port-based Quality of Service (QoS) egress policing and more. The software is available on Napatech's portfolio of SmartNICs, powered by AMD (Xilinx) and Intel FPGAs, that span 1 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps and 100 Gbps port speeds.
お知らせ • Jun 11Napatech A/S (OB:NAPA) commences an Equity Buyback for its own shares, under the authorization approved on April 26, 2022.Napatech A/S (OB:NAPA) commences share repurchases on June 7, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 26, 2022. As per the mandate, the company is authorized to repurchase its own shares. The maximum price which may be paid for an ordinary share shall be DKK 15 per share. The minimum price which may be paid for an ordinary share shall be DKK 0 per share. The repurchase price cannot deviate by more than 10% from the trading price at the Oslo Stock Exchange at the time of acquisition. The purpose of the program is to utilize the company’s share option and incentive programs and to provide the Board of Directors with the opportunity to repurchase shares when deemed in the interest of the company. The authority shall be valid till April 25, 2026. On June 3, 2022, the company announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.75% of its issued share capital for DKK 12 million. The purpose of the program is to neutralize the dilution effect arising as a result of the company’s equity incentive program related to employees and board members. The repurchases will commence today, and the program will expire on December 31, 2022.
Reported Earnings • May 05First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr.52.2m (up 12% from 1Q 2021). Net loss: kr.6.59m (down 227% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 138% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Director Christian Jebsen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 25Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: kr.195.5m (flat on FY 2020). Net income: kr.40.2m (up 319% from FY 2020). Profit margin: 21% (up from 4.9% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Napatech A/S Provides Earnings Guidance for the Year 2022Napatech A/S provided earnings guidance for the year 2022. For the year, the company expects revenue in the range of DKK 235-260 million.
お知らせ • Feb 18Napatech Delivers Data Center Capacity and Monitoring for 5G Packet Core InfrastructureNapatech announced the integration of 5G User Plane Function (UPF) offload within its Link-Inline software suite. This will enable communications service providers (CSPs) to maximize the number of users supported in an edge or core data center. Unlike in most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud-native software running on servers located within edge and core data centers. As CSPs worldwide scale up the deployments of their 5G networks, they face strong financial pressure to maximize the number of users that can be supported on each server, whether individual subscribers or IoT devices, thereby minimizing the net cost-per-user. Within 5G packet core software, the subsystem that represents the highest compute workload is the User Plane Function (UPF), which performs critical packet inspection, routing and forwarding functions associated with connecting user and device traffic from the Radio Access Network (RAN) to the Data Network (DN). General-purpose server CPUs aren't well suited to the performance and latency requirements of real-time packet processing, so CSPs and 5G core software vendors typically adopt solutions for offloading the UPF to accelerator cards that are optimized for executing such workloads. Using a single 200Gbps NT200 SmartNIC to sustain 100Gbps of full duplex traffic, the Napatech UPF Offload solution processes up to 100 million concurrent flows, with a flow learning rate greater than 1.5 million flows per second. This results in a total throughput of up to 85 million packets per second on stateful connections and ensures full wire speed operation for typical packet sizes. In a representative use case analyzed by the company, the Napatech UPF offload solution enables CSPs to support seven times more users per server than with competing solutions.
お知らせ • Jan 05Napatech A/S Revises Earnings Guidance for the Year 2021Napatech A/S revised earnings guidance for the year 2021. For the year, the company adjusted Revenue in the range of DKK 192-196 million as compared to previous guidance of DKK 210-230 million.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.41, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 463% over the past three years.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.23, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 412% over the past three years.
Reported Earnings • Nov 04Third quarter 2021 earnings released: EPS kr.0.09 (vs kr.0.011 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr.47.2m (up 6.5% from 3Q 2020). Net income: kr.7.57m (up kr.6.66m from 3Q 2020). Profit margin: 16% (up from 2.0% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 97% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.89, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 28x in the Communications industry in Europe. Total returns to shareholders of 287% over the past three years.
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS kr.0.07 (vs kr.0.053 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: kr.46.4m (down 5.0% from 2Q 2020). Net income: kr.5.84m (up 32% from 2Q 2020). Profit margin: 13% (up from 9.1% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 01First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr.46.8m (down 3.5% from 1Q 2020). Net income: kr.5.17m (up kr.7.08m from 1Q 2020). Profit margin: 11% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. 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 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Napatech A/S Provides Revenue Guidance for the Full Year of Fiscal 2021Napatech A/S Provided revenue guidance for the full year of fiscal 2021. For the year, the company expects revenue of DKK 210 million to 230 million.
Reported Earnings • Mar 27Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr.194.2m (up 14% from FY 2019). Net income: kr.9.60m (up kr.23.2m from FY 2019). Profit margin: 4.9% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Napatech Software Optimized for Silicom's Latest Intel FPGA-Based SmartNICsNapatech in partnership with Silicom announced availability of its Link-Virtualization™ FPGA-based SmartNIC software for Silicom's latest generation of Intel FPGA-based SmartNICs. The combination of Napatech's software and Silicom's SmartNIC increases the application, networking, security, and storage performance of servers deployed in virtualized datacenters. Napatech's Link-Virtualization software is a production-grade, turn-key solution that harnesses the capabilities pioneered by hyperscale cloud service providers, and makes them readily available to cloud, 5G telecom, and enterprise datacenter networks of every size. The software is optimized for Silicom's C5010X SmartNIC which was created from the recently announced Intel FPGA SmartNIC C5000X-PL platform, as well as the Silicom N5010 SmartNIC for high performance networking acceleration. The latest generation of Intel FPGA-based SmartNIC platforms are available with an array of hardware options and combinations including Intel Stratix 10 FPGAs, Intel Ethernet 800 Series controllers, and Intel Xeon D processors. The combination of Napatech's Link-Virtualization software and Silicom's Intel FPGA-based SmartNICs provides a unique and compelling choice for server connectivity to modern datacenter operators, with benefits that include: Performance: Line-rate networking with ultra-low latency for 10, 25, and 100GbE. Agility: Programmable FPGAs for hardware performance at the speed of software DevOps innovation. Efficiency: Releasing valuable CPU resources for applications and services that generate revenue. Security: Offload and acceleration of compute-intense security processing workloads. Economics: The optimal combination of performance, features, programmability, and cost. Orchestration: Automated management, provisioning, and configuration at scale. Sustainability: An open, standard design in an environmentally friendly size and power configuration. Leading use cases supported by the solution include full and partial Open vSwitch (OVS) offload, live migration, hardware quality of service, VM-to-VM network, and application performance monitoring, network telemetry, service chaining, and custom workload integration.
Reported Earnings • Feb 28Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr.194.2m (up 14% from FY 2019). Net income: kr.9.60m (up kr.23.2m from FY 2019). Profit margin: 4.9% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 13%, compared to a 1.8% growth forecast for the Communications industry in Germany.
お知らせ • Feb 03Lenovo Partners with Napatech to Deliver 25 and 100 Gigabit Ethernet Programmable SmartNICs to Data CentersNapatech announced that Lenovo has partnered with Napatech to deliver 25 and 100 gigabit Ethernet programmable SmartNICs to data centers. The solution is the result of joint product and technology development between Napatech and Lenovo to meet the most demanding requirements of the largest 5G mobile telecommunications operators and cloud service providers worldwide. It dramatically improves the networking performance and CPU utilization of servers deployed in virtualized environments and is tailored specifically for the highest- growth applications, services, and use-cases driving demand for programmable SmartNICs. The Lenovo SmartNICs are powered by field-programmable gate arrays (FGPAs), the most widely deployed acceleration technology for programmable SmartNICs. The Lenovo product line includes the TRXFP50V04 (half-height, 2-port, 25 GbE) and the TRXFP200V02 (full-height, 2-port, 100 GbE). The programmable SmartNICs include production-grade FPGA software that delivers line-rate throughput, ultra-low latency, and is packed with networking, security and virtualization features including open virtual switch (OVS) offload, live migration, hardware quality of service, telemetry, service chaining and OpenStack orchestration. Starting with 5G telecom and cloud data center operators in the Greater China market, Lenovo together with Napatech plans to extend the SmartNIC solutions globally to the world's top network operators. Napatech estimates the revenue potential of the design win to exceed $10 million over the life of the product, with customer orders ramping in the second half of 2021.
Is New 90 Day High Low • Feb 03New 90-day high: €1.56The company is up 39% from its price of €1.12 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 27% over the same period.
お知らせ • Jan 14Napatech Secures FinTech Design WinNapatechTM announced that a tier-1 global financial services trading firm has selected Napatech 40 and 100 Gbps SmartNICs for their trading network. The solution enables the customer to reliably and accurately perform market data analytics to improve trading behavior that maximizes revenue and de-risk transactions. Additional capabilities ensure regulatory compliance and strengthen the security of the data in flight across the trading network, at a time when the networks of banking, financial services, and trading companies are under increased stress. The global financial services customer specializes in proprietary, high-frequency, and algorithmic trading. With nearly 1,000 employees they operate globally with datacenters in major financial hubs in the United States, Europe, and Asia. Napatech anticipates the lifetime value of the project to be $2 million - $3 million. This notable customer win contributes to a successful year for Napatech solutions in the FinTech market, boasting more than 25 OEM and end-user FinTech customers.
Is New 90 Day High Low • Jan 07New 90-day high: €1.33The company is up 4.0% from its price of €1.28 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 8.0% over the same period.
お知らせ • Dec 19+ 2 more updatesNapatech A/S to Report First Half, 2021 Results on Aug 18, 2021Napatech A/S announced that they will report first half, 2021 results on Aug 18, 2021
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.4% at kr.44.4m. Revenue is forecast to grow 16% over the next year, compared to a 3.2% growth forecast for the Communications industry in Germany.
Is New 90 Day High Low • Oct 02New 90-day high: €1.30The company is up 216% from its price of €0.41 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 1.0% over the same period.
お知らせ • Sep 25Napatech A/S has acquired Programmable Network Adapter Business of Xyratex for a reported consideration of approximately $9.50 million.Napatech A/S has acquired Programmable Network Adapter Business of Xyratex for a reported consideration of approximately $9.50 million on March 23, 2006. Jeff Hurlburt, Sam Tyfield and Victoria Sheckler of Hogan & Hartson LLP acted as legal advisors to Napatech A/S. Napatech A/S has acquired Programmable Network Adapter Business of Xyratex on March 23, 2006.
お知らせ • Sep 17Napatech Wins Lands Mobile Network Security DesignNapatech announced a new design win with a US-headquartered provider of analytics for roaming, security, and risk management. Napatech's SmartNIC hardware and software will be used by the original equipment manufacturer (OEM) in their signaling firewall to improve the performance, scalability, and security of mobile networks. Network security vulnerabilities are magnified in 5G networks with more operator types, access points and devices, combined with technologies emerging from edge and cloud computing. As operators begin to roll out 5G connectivity, signaling firewalls play a critical role in securing mobile networks, users, applications, and services that span 2G, 3G, 4G and 5G designs.