View Valuationams-OSRAM 향후 성장Future 기준 점검 1/6ams-OSRAM (는) 각각 연간 60.1% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 63.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.1% 로 예상됩니다.핵심 정보60.1%이익 성장률63.83%EPS 성장률Semiconductor 이익 성장21.9%매출 성장률5.6%향후 자기자본이익률6.06%애널리스트 커버리지Good마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Major Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.공시 • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.분석 기사 • May 09ams-OSRAM AG (VTX:AMS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe investors in ams-OSRAM AG 's ( VTX:AMS ) will be rubbing their hands together with glee today, after the share...분석 기사 • Feb 13Earnings Update: ams-OSRAM AG (VTX:AMS) Just Reported And Analysts Are Trimming Their ForecastsInvestors in ams-OSRAM AG ( VTX:AMS ) had a good week, as its shares rose 7.9% to close at CHF8.78 following the...공시 • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.분석 기사 • Nov 21ams-OSRAM AG Just Missed Earnings; Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how ams-OSRAM AG ( VTX:AMS ) shares plunged 23% in the week since its...모든 업데이트 보기Recent updates공시 • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027속보 • Jun 10ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into Chinaams-OSRAM is positioning digital photonics as its next focus area, reshaping the business around optical technologies. The company has sold non-optical sensor units to narrow its portfolio and concentrate on its core photonics activities. China is planned as a central market, with ams-OSRAM looking to deepen partnerships across automotive, consumer electronics, industrial and emerging tech sectors. The shift toward a more focused photonics portfolio, combined with an emphasis on China, points to a clearer business profile and a stronger link to end-markets where optical components are widely used. For you, the key questions are how execution in China evolves over time and whether the more concentrated product mix leads to steadier demand and profitability.공시 • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027공시 • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027공시 • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten AustriaMajor Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.공시 • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.분석 기사 • May 09ams-OSRAM AG (VTX:AMS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe investors in ams-OSRAM AG 's ( VTX:AMS ) will be rubbing their hands together with glee today, after the share...Reported Earnings • May 07First quarter 2026 earnings released: €1.57 loss per share (vs €0.83 loss in 1Q 2025)First quarter 2026 results: €1.57 loss per share (further deteriorated from €0.83 loss in 1Q 2025). Revenue: €796.0m (down 2.9% from 1Q 2025). Net loss: €155.0m (loss widened 89% from 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.New Risk • Apr 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years).New Risk • Apr 13New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €130m Forecast net loss in 3 years: €46m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years). Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • Mar 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.공시 • Mar 20ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Developmentams-OSRAM AG advanced its proven EVIYOS microLED technology to next-gen slow-and-wide AI optical interconnects, demonstrating ultra-low-power at high speed and moving toward product development. The new microLED array prototype leverages a proprietary epitaxy stack and delivers: Cut-off frequency >1 GHz, Energy consumption below 2 pJ/bit, Massively parallel, short-reach optical IO paths. These characteristics directly address the interconnect bottleneck emerging in modern AI compute architectures, where data movement increasingly dominates system power budgets. ams OSRAM microLED leadership is rooted in EVIYOS TM, the world’s first high-volume automotive micro-emitter array. Delivering 25,600 individually addressable pixels, each approximately half the width of a human hair, combined with a CMOS driver chip in a compact package. This unique microLED - CMOS integration – a textbook example of Digital Photonics – was recognized with the German Future Prize as “Digital Light” established the company’s industrial-scale capabilities and has since demonstrated exceptional robustness in series production vehicles. The same core technology now forms the basis for optical IO components targeting AI servers and rack-level communication. For optical interconnects, the fabrication process is similar to that used for automotive matrix emitters, with one key difference: while EVIYOS TM uses monolithic arrays, data-center applications use singulated microLEDs. These emitters are diced from the wafer and mounted on a substrate, so each device couples to its own fiber-optic channel in a multi-channel fiber optics cable. The substrate can then be assembled onto a target CMOS wafer for system integration. Due to their extremely small footprint, microLED based transceivers can achieve very high bandwidth density. Individual emitters support per lane data rates of =3.0 Gbit/s at energy levels below 2 pJ/bit over a full 10 meter link, while meeting industry bit-error-rate specifications below 10?¹5. Replacing a single ultra-high-speed line with hundreds of parallel channels in a slow-and-wide architecture offers multiple advantages for AI infrastructure: Reliability – microLED based optical interconnect systems can include redundant channels, enabling graceful degradation and rapid replacement of faulty emitters. Efficiency – in a slow-and-wide architecture, power consumption is significantly reduced versus ultra-high-frequency laser transmitters typically used in internet backbone applications. Lower power also reduces heat, providing valuable thermal headroom for data-center operators. Simplicity – microLED-based interconnects are inherently parallel. They eliminate the complex and costly serialization/deserialization steps required by fast-and-narrow architectures. With the successful adaptation of its EVIYOS TM base technology to the needs of data-communication markets, ams OSRAM is now transitioning rapidly into the product-development phase — fully aligned with the Digital Photonics strategy announced on 05 February 2026.분석 기사 • Feb 13Earnings Update: ams-OSRAM AG (VTX:AMS) Just Reported And Analysts Are Trimming Their ForecastsInvestors in ams-OSRAM AG ( VTX:AMS ) had a good week, as its shares rose 7.9% to close at CHF8.78 following the...Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.공시 • Feb 11ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026New Risk • Feb 10New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €168m Forecast net loss in 2 years: €22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€22m net loss in 2 years).공시 • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.분석 기사 • Jan 06ams-OSRAM (VTX:AMS) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 21ams-OSRAM AG Just Missed Earnings; Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how ams-OSRAM AG ( VTX:AMS ) shares plunged 23% in the week since its...Reported Earnings • Nov 20Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: €0.28 loss per share (down from €0.24 profit in 3Q 2024). Revenue: €853.0m (down 3.2% from 3Q 2024). Net loss: €28.0m (down 217% from profit in 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings.공시 • Nov 19+ 1 more updateams-OSRAM AG to Report Q2, 2026 Results on Aug 04, 2026ams-OSRAM AG announced that they will report Q2, 2026 results on Aug 04, 2026분석 기사 • Nov 06The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues YetYou may think that with a price-to-sales (or "P/S") ratio of 0.3x ams-OSRAM AG ( VTX:AMS ) is a stock worth checking...분석 기사 • Oct 04ams-OSRAM (VTX:AMS) Is Finding It Tricky To Allocate Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...공시 • Aug 29Ams OSram Announces New High-Resolution dToF Sensor Seeks the differenceThe TMF8829 direct Time-of-Flight (dToF) sensor significantly increases resolution -- from the previously common 8x8 zones to 48x32 -- and it is designed to detect subtle spatial differences and distinguish closely spaced or slightly varied objects. The new sensor from ams OSRAM can tell whether an espresso cup or a travel mug is placed under a coffee machine, ensuring the right amount is distributed every time. This kind of precision is critical for a broad spectrum of applications: from logistics robots that distinguish between nearly identical packages, to camera systems that maintain focus on moving objects in dynamic video scenes. With dToF technology, the sensor emits light pulses in the invisible infrared range. These pulses reflect from objects in the sensor's field of view and return to the sensor, which calculates the distance based on the time it takes for the light to travel -- similar to how the delay of an echo reveals distance: the longer it takes, the farther away the object. Multi-zone sensors enhance this by capturing reflected light from multiple viewing angles (zones), like a network of echo points. This enables the creation of detailed 3D depth maps. The TMF8829 divides its field of view into up to 1,536 zones -- a significant improvement over the 64 zones in standard 8x8 sensors. This higher resolution enables finer spatial detail. For example, it supports peoplecount and presence detection in smart lighting systems, object detection and collision avoidance in robotic applications, and intelligent occupancy monitoring in building automation. The detailed depth data also provides a foundation for machine learning models that interpret complex environments and enable intelligent interaction with surroundings. Measuring just 5.7 x 2.9 x 1.5 mm-- thinner than a cent coin and more compact than typical sensors with lower resolution -- the TMF8829 delivers high resolution in a format ideal for space-constrained devices. Because it operates without a camera, it supports privacy-sensitive applications. When paired with a camera, the sensor enables hybrid vision systems like RGB Depth Fusion, combining depth and color data for AR applications such as virtual object placement. Classified as a Class 1 eye-safe device, the TMF8829 uses a dual VCSEL (Vertical Cavity Surface Emitting Laser) light source to measure distances up to 11 meters with 0.25 mm precision -- sensitive enough to detect subtle movements like a finger swipe. With its 48x32 zones, the sensor covers an 80deg field of view, delivering depth information across a scene comparable to that of a wide-angle lens. On-chip processing reduces latency and simplifies integration. Instead of relying on a single signal, the sensor builds a profile of returning light pulses to identify the most accurate distance point -- ensuring stable performance even with smudged cover glass. Full histogram output supports AI systems in extracting hidden patterns or additional information from the raw signal. The consistent commitment of ams OSRAM to innovation ensures that the company remains at the forefront of technological advancements. This is highlighted by the company's strong IP portfolio comprising more than 1000 patent rights and other IP rights in the field of VCSEL and 3D sensing technologies.Reported Earnings • Aug 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.01 (up from €0.40 loss in 2Q 2024). Revenue: €775.0m (down 5.4% from 2Q 2024). Net income: €0 (up €42.0m from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 49% per year, which means it is significantly lagging earnings.분석 기사 • Jul 25Is There An Opportunity With ams-OSRAM AG's (VTX:AMS) 44% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF19.30 Current share price...분석 기사 • Jul 04ams-OSRAM AG (VTX:AMS) Shares Fly 51% But Investors Aren't Buying For GrowthDespite an already strong run, ams-OSRAM AG ( VTX:AMS ) shares have been powering on, with a gain of 51% in the last...Major Estimate Revision • Jul 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.13 to -€1.25 per share. Revenue forecast unchanged at €3.35b. Semiconductor industry in Switzerland expected to see average net income growth of 22% next year. Consensus price target up from CHF8.66 to CHF9.01. Share price rose 29% to CHF11.46 over the past week.분석 기사 • Jul 01Is ams-OSRAM (VTX:AMS) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Jun 27ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026분석 기사 • Jun 10Capital Allocation Trends At ams-OSRAM (VTX:AMS) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...공시 • May 29ams-OSRAM AG, Annual General Meeting, Jun 26, 2025ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austria분석 기사 • May 20Improved Revenues Required Before ams-OSRAM AG (VTX:AMS) Stock's 28% Jump Looks Justifiedams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...Major Estimate Revision • May 15Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.02 to -€1.20 per share. Revenue forecast of €3.34b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 13% next year. Consensus price target of CHF8.64 unchanged from last update. Share price rose 11% to CHF7.89 over the past week.공시 • May 13+ 1 more updateams-OSRAM AG to Report Q4, 2025 Results on Feb 10, 2026ams-OSRAM AG announced that they will report Q4, 2025 results on Feb 10, 2026Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: €0.83 loss per share (improved from €7.19 loss in 1Q 2024). Revenue: €820.0m (down 3.2% from 1Q 2024). Net loss: €82.0m (loss narrowed 89% from 1Q 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 59% per year, which means it is performing significantly worse than earnings.공시 • Apr 30ams-OSRAM AG Provides Group Earnings Guidance for the Second Quarter of 2025ams-OSRAM AG provided group earnings guidance for the second quarter of 2025. The Group expects second quarter revenues to land in a range of EUR 725 million – EUR 825 million assuming a EUR/USD exchange rate of 1.13.분석 기사 • Apr 05The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 35%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 35% after a relatively good period beforehand...분석 기사 • Mar 27Does ams-OSRAM (VTX:AMS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.95 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 61% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Mar 20Consensus EPS estimates fall by 134%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.157 to -€0.366 per share. Revenue forecast unchanged at €3.43b. Semiconductor industry in Switzerland expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at CHF10.61. Share price fell 2.4% to CHF9.04 over the past week.분석 기사 • Mar 06ams-OSRAM (VTX:AMS) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...공시 • Feb 18ams-Osram AG Announces Two New Sensor Modulesams-OSRAM AG announced that with two new sensor modules, the company demonstrates its commitment to Computed Tomography (CT). At the heart of this diagnostic imaging technology are CT sensor modules that support clinical applications from oncology to the treatment of cardiovascular conditions, ensuring precise patient outcomes and enabling early diagnosis. The new products advance the medical imaging technology across the CT market segments. For the premium CT segment, ams OSRAM introduces a new System-in-Package sensor module designed for photon counting detectors, delivering a substantial reduction in the radiation dose and additional diagnostic value. For the price-sensitive CT segment, ams OSRAM presents a new sensor module, ensuring high-quality medical imaging at a competitive price. AS5920M, the first disruptive package solution for photoncounting detectors and AS5952M, an affordable, high-performance sensor module for 64-slice CT imaging.Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.94 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.분석 기사 • Feb 12ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%The ams-OSRAM AG ( VTX:AMS ) share price has done very well over the last month, posting an excellent gain of 29%. But...Major Estimate Revision • Feb 11Consensus EPS estimates fall by 42%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.218 to -€0.309 per share. Revenue forecast unchanged at €3.33b. Semiconductor industry in Switzerland expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at CHF9.25. Share price rose 23% to CHF8.06 over the past week.공시 • Feb 11+ 4 more updatesams-OSRAM AG to Report Fiscal Year 2024 Results on Mar 13, 2025ams-OSRAM AG announced that they will report fiscal year 2024 results on Mar 13, 2025분석 기사 • Jan 28An Intrinsic Calculation For ams-OSRAM AG (VTX:AMS) Suggests It's 47% UndervaluedKey Insights ams-OSRAM's estimated fair value is CHF13.70 based on 2 Stage Free Cash Flow to Equity Current share price...Major Estimate Revision • Jan 15Consensus EPS estimates upgraded to €5.40 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€6.54 to -€5.40 per share. Revenue forecast unchanged from €3.41b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 12% next year. Consensus price target down from CHF10.04 to CHF9.36. Share price was steady at CHF6.33 over the past week.분석 기사 • Dec 06Is ams-OSRAM (VTX:AMS) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Nov 19Consensus EPS estimates upgraded to €6.57 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €3.47b to €3.42b. 2024 losses expected to reduce from -€7.66 to -€6.57 per share. Semiconductor industry in Switzerland expected to see average net income decline 0.9% next year. Consensus price target down from CHF16.10 to CHF11.13. Share price fell 8.3% to CHF5.83 over the past week.공시 • Nov 14ams-OSRAM AG to Report Q4, 2024 Results on Feb 11, 2025ams-OSRAM AG announced that they will report Q4, 2024 results on Feb 11, 2025Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.24 (up from €2.10 loss in 3Q 2023). Revenue: €881.0m (down 2.5% from 3Q 2023). Net income: €24.0m (up €79.0m from 3Q 2023). Profit margin: 2.7% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.분석 기사 • Nov 06Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 26% Diveams-OSRAM AG ( VTX:AMS ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...분석 기사 • Oct 30Investors Will Want ams-OSRAM's (VTX:AMS) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...공시 • Sep 03Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS).Focuslight Technologies Inc (SHSE:688167) signed an agreement to acquire Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) for €45 million on May 7, 2024. The transaction is subject to closing conditions and subject to approval from the Chinese regulatory authorities and Focuslight shareholder's. As of June 27, 2024, Focuslight Technologies shareholders approved the deal. The transaction is expected to close in the third quarter of 2024. Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) on September 2, 2024. ams OSRAM has received the transaction price of €45 million in cash from Focuslight Technologies.분석 기사 • Sep 03Here's Why ams-OSRAM (VTX:AMS) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Aug 16ams OSRAM to Introduce 8-Channel 915nm SMT Pulsed Laserams OSRAM is introducing its latest key innovation to enable autonomous driving. By simplifying system design and boosting performance, the laser makes long-range LiDAR systems more effective and reliable. The SPL S8L91A_3 A01, a high-performance 8-channel 915nm SMT pulsed laser in a QFN package, will be integrated into LiDAR systems for autonomous driving vehicles such as passenger cars, trucks and Robo Taxis. The new product will enhance their operation, navigation, and data processing capabilities. The SPL S8L91A_3 A01 is designed to significantly improve long-range, high-resolution LiDAR systems for autonomous driving. With the world's first AEC-Q102 qualified 8-channel EEL (edge-emitting laser) in a QFN package, system developers can now choose from an even greater variety of infrared components from ams OSRAM. The new product offers a convincing performance of 1000 watts peak optical power and an efficiency of up to 30%. Autonomous driving is one of the most discussed topics for the future. The majority of system providers is convinced that there is no way around LiDAR when it comes to advancing autonomous driving. ams OSRAM has been a market leader in developing and producing pulsed infrared lasers for automotive LiDAR for over 20 years. There are now more than twenty million units in the field –- an excellent proof of this in terms of experience and quality. SPL S8L91A_3 A01 is the newest product lineup addition built on extensive experience in automotive LiDAR technology. The SPL S8L91A_3 A01, a infrared high-power SMT laser, is tailored for LiDAR applications, featuring a monolithically integrated 8-channel design. This innovative configuration delivers 125W per laser channel, i.e. 1000W total peak optical power, vastly enhancing the performance capabilities of long-range LiDAR systems crucial for autonomous highway driving. The laser has four individual addressable anodes, where each anode is connected to two parallel operating laser channels. This addressability gives flexibility to the customer in designing the end product. Employing a single laser package allows for a more compact and efficient setup of the LiDAR sensor, eliminating the need for alignment between multiple components, thus simplifying the design and manufacturing process. This integration not only reduces the development timeline but also significantly enhances the reliability and performance of the end product. The laser's design includes ams OSRAM's proprietary wavelength stabilization technology, which minimizes wavelength shifts due to temperature changes, thereby improving the LiDAR system's Signal-to-Noise Ratio (SNR) and extending its detection range.분석 기사 • Aug 07Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 25% Diveams-OSRAM AG ( VTX:AMS ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...분석 기사 • Jul 31The ams-OSRAM AG (VTX:AMS) Second-Quarter Results Are Out And Analysts Have Published New Forecastsams-OSRAM AG ( VTX:AMS ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to CHF1.16...Reported Earnings • Jul 30Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: €0.04 loss per share (improved from €5.14 loss in 2Q 2023). Revenue: €819.0m (down 3.8% from 2Q 2023). Net loss: €42.0m (loss narrowed 97% from 2Q 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 44%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 14 percentage points per year, which is a significant difference in performance.분석 기사 • Jul 23Is ams-OSRAM AG (VTX:AMS) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF2.24 Current share price...분석 기사 • Jun 27Returns Are Gaining Momentum At ams-OSRAM (VTX:AMS)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...분석 기사 • Jun 01ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%ams-OSRAM AG ( VTX:AMS ) shareholders would be excited to see that the share price has had a great month, posting a 29...분석 기사 • May 01ams-OSRAM AG (VTX:AMS) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a pretty great week for ams-OSRAM AG ( VTX:AMS ) shareholders, with its shares surging 15% to CHF1.12 in the...Reported Earnings • Apr 29First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: €0.72 loss per share (further deteriorated from €0.51 loss in 1Q 2023). Revenue: €847.0m (down 8.6% from 1Q 2023). Net loss: €710.0m (loss widened 430% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.분석 기사 • Apr 25ams-OSRAM (VTX:AMS) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Apr 15Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.581 to -€0.728 per share. Revenue forecast unchanged at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 9.0% next year. Consensus price target down from CHF3.75 to CHF3.62. Share price fell 4.6% to CHF1.01 over the past week.공시 • Mar 22Imprinted Data Matrix Code on ams OSRAM LEDs Now Enables Automotive Manufacturers to Streamline Their Productionams OSRAM has introduced a product innovation that helps manufacturers of automotive lighting modules and systems to increase their production throughput and efficiency while achieving very high consistency in optical quality and performance. The innovation, referred to as DMC (Data Matrix Code), is based on a unique, machine-readable code printed on top of each LED package. DMC is already available for some members of the OSIRE® family of automotive LEDs. The code on the package links to individual data for each LED production unit: color coordinates, luminous intensity and forward voltage at two currents. This two-current setting gives manufacturers the widest range of dimming options for day and night modes, while meeting the automotive industry’s strict requirements for color point stability. LED+: Greater accuracy through unique data adds precious value to LEDs: With the introduction of DMC, ams OSRAM increases the value of its automotive LEDs as conclusive data effectively support digitalized and automated factory processes. DMC is now available in three automotive LEDs: The OSIRE® E5515 is an RGB ‘sidelooker’ LED designed for modern ambient lighting in the vehicle interior. Supplied in a white low-profile, surface-mount package, the OSIRE® E5515 is ideally suited for coupling into thin light guides. In addition, the housing material´s temperature stability has been optimized for improved compatibility with processes based on IMSE® (In-Mold Structural Electronics). The OSIRE® E5515 is available under the part number KRTB AELPS2.32. The OSIRE® E3323 is an RGB top surface-emitting LED for ambient lighting applications in the vehicle interior. With dimensions as small as 3.3 mm x 2.3 mm x 0.7 mm, the OSIRE® E3323 is the smallest of its kind in the OSIRE® family – for even more flexible designs than is currently possible with a delta or inline RGB chip configuration. The OSIRE® E3323 products can be ordered under the part numbers KRTB DWLM31.32 and KRTB DWLM32.32. The DMC will be imprinted on every manufactured LED and manufacturers are free to choose whether to use the data or not. This value-adding feature is likely to be rolled out to other OSIRE® family members in the future.Major Estimate Revision • Mar 06Consensus EPS estimates fall by 403%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.116 to -€0.581 per share. Revenue forecast unchanged at €3.46b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.04. Share price fell 37% to CHF1.38 over the past week.Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to €0.10 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.116 to -€0.103 per share. Revenue forecast steady at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.25. Share price fell 39% to CHF1.35 over the past week.분석 기사 • Mar 01The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 38%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 38% after a relatively good period beforehand. The...분석 기사 • Feb 26Are Investors Undervaluing ams-OSRAM AG (VTX:AMS) By 41%?Key Insights ams-OSRAM's estimated fair value is CHF3.71 based on 2 Stage Free Cash Flow to Equity ams-OSRAM's CHF2.19...Major Estimate Revision • Feb 20Consensus EPS estimates fall by 93%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.06 to -€0.116 per share. Revenue forecast unchanged at €3.49b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.96 to CHF3.80. Share price fell 4.8% to CHF2.12 over the past week.공시 • Feb 17+ 2 more updatesams-OSRAM AG to Report Q2, 2024 Results on Jul 26, 2024ams-OSRAM AG announced that they will report Q2, 2024 results on Jul 26, 2024Reported Earnings • Feb 11Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: €5.20 loss per share (further deteriorated from €1.70 loss in FY 2022). Revenue: €3.59b (down 26% from FY 2022). Net loss: €1.61b (loss widened 263% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공시 • Feb 10ams-OSRAM AG to Report Q1, 2024 Results on Apr 26, 2024ams-OSRAM AG announced that they will report Q1, 2024 results on Apr 26, 2024Major Estimate Revision • Feb 07Consensus EPS estimates upgraded to €3.66 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.29 to -€3.66 per share. Revenue forecast steady at €3.61b. Semiconductor industry in Switzerland expected to see average net income decline 5.4% next year. Consensus price target down from CHF4.85 to CHF4.09. Share price was steady at CHF2.02 over the past week.공시 • Jan 19ams OSram Launches Sidelooker, Low-Power LEDams OSRAM launched a series of sidelooker, low-power LEDs that simplify design, are easier to implement and enables the creation of a homogeneous appearance in extended light bars and other automotive rear lighting applications. an automobile rear combination lamp (RCL) requires a complex and deep optical assembly consisting of diffusers and light guides to spread the bright points of light from conventional toplooker LEDs without producing visible dark and bright spots. By replacing toplooker LEDs with the SYNIOS®? P1515 sidelookers, automotive manufacturers can achieve a smooth, homogeneous appearance across the width of the vehicle. With the same number of LEDs as in a toplooker-based arrangement, an RCL or turn indicator can be produced with a far thinner and simpler optical assembly. This opens up new potential to create dramatic and distinctive shapes in new RCL designs. Alternatively, a homogeneous appearance can be achieved with the same depth of optical stack as for toplooker LEDs, but with substantially fewer LEDs and LED drivers. With this option, the lamp manufacturer benefits from a reduced bill-of-materials cost and a simpler circuit configuration. The AEC-Q102 qualified SYNIOS®? P 1515 LEDs produce a side-emission output with uniform 360deg light intensity all round the device. Light is also emitted from the top of the LED, but at lower intensity than from the sides, to ensure that applications such as extended rear light bars can be easily realized with no bright or dark spots. The side-emission pattern of the SYNIOS®?P1515 LEDs is enabled by proprietary ams OSRAM optical packaging technology. ams OSRAM optical packaging Technology. ams OSRAM sidelooker LEDs are already widely used in the backlighting for high-performance automotive displays. The SYNIOS®? P1415 family is available for sampling in red (621 nm), super-red (633 nm) and yellow (587 nm) now. Production volumes are available now.Major Estimate Revision • Jan 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -€3.79 to -€4.29 per share. Revenue forecast of €3.60b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.3% next year. Consensus price target down from CHF5.51 to CHF4.96. Share price was steady at CHF1.92 over the past week.New Risk • Dec 27New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 277% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (277% increase in shares outstanding).분석 기사 • Dec 25ams-OSRAM AG (VTX:AMS) Stock Catapults 55% Though Its Price And Business Still Lag The Industryams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 55% in the last...Major Estimate Revision • Dec 13Consensus EPS estimates upgraded to €4.38 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.91 to -€4.38 per share. Revenue forecast unchanged from €3.61b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.09% next year. Consensus price target down from CHF6.16 to CHF5.73. Share price rose 3.9% to CHF1.95 over the past week.공시 • Dec 05ams-OSRAM AG Releases New Multi-Led Packageams OSRAM released a new multi-LED package which offers more than 40% higher radiant intensity than the previous generation product, resulting in higher accuracy PPG (photoplethysmography) measurements in smart watches, wristbands and other wearable devices. The SFH 7018 features a highly reflective QFN (Quad Flat No Leads) package for significantly increased light output. In addition, an improved two-cavity design separates the green LED from the red LED and infrared (IR) LED: the spacing and optical isolation ensure that the light sources are optimally placed relative to their photodiodes and reduce interference between the green light (for heart rate measurements) and the red light and IR source (for blood oxygen saturation, or SpO2, measurements). Furthermore, the green chip does not cause the red and IR chips to fluoresce due to cross-excitation from the shorter wavelength. The optimized form factor of the surface-mount QFN package - just 0.6 mm high - makes it easy to integrate the module into any type of wearable device. Despite its compact size, the SFH 7018 provides dual driving capability with optimized forward voltage headroom and reduced overall power consumption. The SFH 7018's improvement in radiant intensity is dramatic: the red and IR LEDs are more than 40% brighter than in the existing SFH 7016, and the green LED in the SFH 7018A version of the product is 80% lighter, while in the SFH 7018B version, the green LED is more than twice as bright. The brightness of the SFH 7018 at each of the red, green and IR wavelengths also greatly exceeds that of today's best-performing competing product. Since all vital signs monitoring devices face the challenge to detect little modulations of already small light signals, the result of scattering and absorption in tissue (depending on various factors), the amount of lightitted by the LEDs strongly affects system performance. When more light is modulated by the blood flow and subsequently reaches the photodiode, signal quality improves, yielding higher accuracy and better repeatability of measurements. The SFH 7018 enables this superior performance by emitting more light into the body. The SFH 7018 is available in two versions: SFH 7018A is optimized for low forward voltage at high currents, allowing for operation without a costly voltage booster. SFH 7018B is optimized for maximum radiant intensity. Both variants are in volume production now.공시 • Nov 24ams OSRAM Releases RGB Versions of High-Power OSTAR Projection Compact LEDs for Machine Vision and Stage Lightingams OSRAM adds Red, True Green and Blue colors to its OSTAR Projection Compact family of low-profile, ultra-high brightness LEDs, to enable manufacturers of machine vision systems or stage lighting fixtures to create more powerful and slimmer products. ams OSRAM already offered a White option in this package specification, that time known as OSLON Boost. The new LEDs are ideal for premium high-power lighting products because of their high current density and very high brightness. Featuring a new rectangular ams OSRAM 2 mm2 chip, these LEDs produce very high luminous output – the True Green version is the brightest 520 nm product in its class (1000 lm at 6 A). The OSTAR Projection Compact LEDs can be packed very closely together in high-power luminaire designs because of their excellent thermal dissipation and small, flat package. The thermal resistance is just 1.4 K/W, while the 4040 package has dimensions of 4.0 mm x 4.0 mm x 0.75 mm. The LEDs’ low profile enables lighting equipment and vision system manufacturers to reduce the size of their products without compromising brightness and performance. Compared to competing products with a domed primary lens, the flat package of the OSTAR Projection Compact LEDs makes them very easy to couple into optics, giving considerable flexibility to optimize the optical performance of the products for individual applications. All the OSTAR Projection Compact LEDs share the same footprint, enabling easy exchanging of colors in variants of a single board design. Winfried Schwedler, Marketing Manager of ams OSRAM, said: ‘The excellent current-carrying capability, low thermal resistance and low profile of the OSRAM OSTAR Projection Compact LEDs means that machine vision products and stage lighting equipment can produce an impressively powerful output in any color. These LEDs can also offer high value in projectors and in architectural lighting units such as wall washers. Key features of the OSTAR Projection Compact family are: KR CULPM1.23 - Red - 650 lm at 6 A; KT CULPM1.13 - True Green - 1000 lm at 6 A'' B CULPM1.14 - Blue - 7200 mW at 8 A and KW CULPM1.TG - White - 1700 lm at 10 A.공시 • Nov 22ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million.ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million. Security Name: Shares Security Type: Common Stock Securities Offered: 724,154,662 Price\Range: CHF 1.07 Transaction Features: Rights Offering분석 기사 • Nov 19Is ams-OSRAM (VTX:AMS) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...공시 • Nov 15ams OSRAM Launches the AS7058ams OSRAM launches the AS7058, an analog front end (AFE) which enables manufacturers of smart watches, smart rings and other wearable devices to improve the accuracy and reliability of vital signs measurements derived from photoplethysmographic (PPG) or electrical signals while extending battery run-time. The new AS7058 also provides a new means for differentiating wearable products, introducing the capability to perform body impedance measurement, for analysis of body composition. The AS7058’s ultra-low noise characteristics produce a very high optical signal-to-noise ratio of 120dB. This enables substantial improvements, compared to competing products, in PPG measurement performance in the parameters of heart rate, respiration rate, blood oxygen saturation (SpO2), and blood pressure. The outstanding optical noise performance of the AS7058 is the result of developments including the integration of two low-noise, 20-bit analog-to-digital converters (ADCs), the provision of integrated low-noise LED drivers, and the introduction of new automatic ambient light offset correction technology. The signal-to-noise ratio of the AS7058 also enables wearable device manufacturers to reduce power consumption by driving the device’s LEDs at lower current while maintaining high signal integrity. The AS7058 incorporates a comprehensive set of capabilities for optical and electrical measurement of vital signs. It includes: Two current sinks for driving eight LED emitters (four LEDs/current sink); Eight photodiode inputs; Two 20-bit ADCs for PPG measurement; A 20-bit digital-to-analog converter (DAC) for electrical measurements – electrocardiogram (ECG), body impedance measurement (BIO-Z), or electrodermal activity (EDA). The device’s medical-grade ECG measurements conform to the specifications of the IEC 60601-2-47 standard. The two PPG ADCs perform simultaneous photodiode data acquisition. Measurements of PPG and ECG signals can also be synchronized to enable measurement of blood pressure. The rich set of features in the AS7058 is integrated into a compact WLCSP chip which has dimensions of 2.8 mm x 2.5 mm x 0.5 mm. The AS7058 joins a broad portfolio of optical and electrical products from ams OSRAM that provide a unified source of components and system know-how for every aspect of vital signs monitoring in consumer devices. ams OSRAM products for vital signs monitoring include LEDs, photodiodes and temperature sensors as well as the AS705x series of AFEs. The hardware products are supported by algorithms for measurement functions such as heart rate, respiration rate and SpO2. ams OSRAM also supplies a complete hardware demonstration system for vital signs monitoring in a smart watch form factor. Customers can benefit from the experience gained in its development to reduce design risk and accelerate time to market. The AS7058 AFE is available for sampling.Reported Earnings • Nov 02Third quarter 2023 earnings released: €0.21 loss per share (vs €1.42 loss in 3Q 2022)Third quarter 2023 results: €0.21 loss per share (improved from €1.42 loss in 3Q 2022). Revenue: €904.0m (down 26% from 3Q 2022). Net loss: €55.0m (loss narrowed 85% from 3Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.공시 • Nov 01ams-OSRAM AG to Report Fiscal Year 2023 Results on Feb 09, 2024ams-OSRAM AG announced that they will report fiscal year 2023 results on Feb 09, 2024공시 • Oct 20Ams Osram Adds Four New Leds to Its Family of Ostar Projection Power Productsams OSRAM added four new LEDs to its family of OSTAR Projection Power products. The new LEDs produce superior optical performance in projection equipment that is based on a 0.33" DLP (Digital Light Processing) imager. The new OSTAR Projection power LE xx P1MS/AS LEDs have a very close etendue match with the 0.33" DLP imager. The LEDs are available in Blue, Amber, Deep Blue and converted Green colors. When used in a typical four-channel configuration, these OSTAR ProjectionPower LEDs produce an output of 880 lm on projector level. This is 5% brighter than the next best 0.33" DLP-compatible LEDs available from competitors, according to internal ams OSRAM tests. The OSTAR®? Projectionpower LExx P1MS/AS LEDs are supplied in a compact package with a footprint of just 6.8 mm x 7.6 mm. The package has a copper metal-core PCB with isolated solder pad, making thermal system design easier and reducing the cost of thermal components. The excellent thermal performance of the OSTAR®? Projection POWER LE xx P1MS/AS also supports very high current density and brightness - 6.6 A/mm2 for the Blue, Deep Blue and converted Green LEDs, and 4.5 A/mm2 for Amber. In multi-channel configurations, the LEDs support serial connection with a low forward current, enabling the use of a simpler, lower-cost LED driver.이익 및 매출 성장 예측SWX:AMS - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,538-5140416712/31/20273,285-894227812/31/20263,191-237-256-783/31/20263,299-20326227N/A12/31/20253,323-13038237N/A9/30/20253,329-168-43201N/A6/30/20253,358-11661359N/A3/31/20253,401-158-44390N/A12/31/20243,428-786-67435N/A9/30/20243,455-810-49571N/A6/30/20243,477-889-571209N/A3/31/20243,510-2,189-254613N/A12/31/20233,590-1,613-556493N/A9/30/20233,859-1,678-264796N/A6/30/20234,168-1,993-146746N/A3/31/20234,500-593-112614N/A12/31/20224,819-44462599N/A9/30/20224,871-129179578N/A6/30/20224,946195246642N/A3/31/20225,002-22390733N/A12/31/20215,038-31482792N/A9/30/20215,220-118666936N/A6/30/20215,153-160542792N/A3/31/20214,3324471695N/A12/31/20203,504-16530707N/A9/30/20202,68547477631N/A6/30/20202,044277715828N/A3/31/20201,995294637774N/A12/31/20191,885300N/A646N/A9/30/20191,724157N/A655N/A6/30/20191,55674N/A461N/A3/31/20191,40222N/A354N/A12/31/20181,42693N/A315N/A9/30/20181,466192N/A94N/A6/30/20181,316153N/A-12N/A3/31/20181,283164N/A16N/A12/31/20171,06485N/A-4N/A9/30/20177270N/A-17N/A6/30/201761136N/A60N/A3/31/201756273N/A101N/A12/31/2016550103N/A82N/A9/30/2016563120N/A107N/A6/30/201657098N/A98N/A3/31/2016607120N/A125N/A12/31/2015623149N/A156N/A9/30/2015615147N/A151N/A6/30/2015595145N/A148N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AMS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: AMS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: AMS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: AMS 의 수익(연간 5.6%)이 Swiss 시장(연간 4.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: AMS 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AMS의 자본 수익률은 3년 후 6.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/18 09:14종가2026/06/18 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ams-OSRAM AG는 23명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James FontanelliArete Research Services LLPGuenther HollfelderBaader Helvea Equity ResearchSimon Alexander ColesBarclays20명의 분석가 더 보기
Major Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.
공시 • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.
분석 기사 • May 09ams-OSRAM AG (VTX:AMS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe investors in ams-OSRAM AG 's ( VTX:AMS ) will be rubbing their hands together with glee today, after the share...
분석 기사 • Feb 13Earnings Update: ams-OSRAM AG (VTX:AMS) Just Reported And Analysts Are Trimming Their ForecastsInvestors in ams-OSRAM AG ( VTX:AMS ) had a good week, as its shares rose 7.9% to close at CHF8.78 following the...
공시 • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.
분석 기사 • Nov 21ams-OSRAM AG Just Missed Earnings; Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how ams-OSRAM AG ( VTX:AMS ) shares plunged 23% in the week since its...
공시 • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027
속보 • Jun 10ams-OSRAM Refines Focus on Digital Photonics and Expands Deeper Into Chinaams-OSRAM is positioning digital photonics as its next focus area, reshaping the business around optical technologies. The company has sold non-optical sensor units to narrow its portfolio and concentrate on its core photonics activities. China is planned as a central market, with ams-OSRAM looking to deepen partnerships across automotive, consumer electronics, industrial and emerging tech sectors. The shift toward a more focused photonics portfolio, combined with an emphasis on China, points to a clearer business profile and a stronger link to end-markets where optical components are widely used. For you, the key questions are how execution in China evolves over time and whether the more concentrated product mix leads to steadier demand and profitability.
공시 • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027
공시 • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027
공시 • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austria
Major Estimate Revision • May 13Consensus EPS estimates fall by 33%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from €3.13b to €3.19b. Forecast EPS reduced from -€2.23 to -€2.96 per share. Semiconductor industry in Switzerland expected to see average net income growth of 29% next year. Consensus price target up from CHF8.32 to CHF13.33. Share price rose 49% to CHF18.78 over the past week.
공시 • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.
분석 기사 • May 09ams-OSRAM AG (VTX:AMS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe investors in ams-OSRAM AG 's ( VTX:AMS ) will be rubbing their hands together with glee today, after the share...
Reported Earnings • May 07First quarter 2026 earnings released: €1.57 loss per share (vs €0.83 loss in 1Q 2025)First quarter 2026 results: €1.57 loss per share (further deteriorated from €0.83 loss in 1Q 2025). Revenue: €796.0m (down 2.9% from 1Q 2025). Net loss: €155.0m (loss widened 89% from 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
New Risk • Apr 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years).
New Risk • Apr 13New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €130m Forecast net loss in 3 years: €46m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€46m net loss in 3 years). Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • Mar 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
공시 • Mar 20ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Developmentams-OSRAM AG advanced its proven EVIYOS microLED technology to next-gen slow-and-wide AI optical interconnects, demonstrating ultra-low-power at high speed and moving toward product development. The new microLED array prototype leverages a proprietary epitaxy stack and delivers: Cut-off frequency >1 GHz, Energy consumption below 2 pJ/bit, Massively parallel, short-reach optical IO paths. These characteristics directly address the interconnect bottleneck emerging in modern AI compute architectures, where data movement increasingly dominates system power budgets. ams OSRAM microLED leadership is rooted in EVIYOS TM, the world’s first high-volume automotive micro-emitter array. Delivering 25,600 individually addressable pixels, each approximately half the width of a human hair, combined with a CMOS driver chip in a compact package. This unique microLED - CMOS integration – a textbook example of Digital Photonics – was recognized with the German Future Prize as “Digital Light” established the company’s industrial-scale capabilities and has since demonstrated exceptional robustness in series production vehicles. The same core technology now forms the basis for optical IO components targeting AI servers and rack-level communication. For optical interconnects, the fabrication process is similar to that used for automotive matrix emitters, with one key difference: while EVIYOS TM uses monolithic arrays, data-center applications use singulated microLEDs. These emitters are diced from the wafer and mounted on a substrate, so each device couples to its own fiber-optic channel in a multi-channel fiber optics cable. The substrate can then be assembled onto a target CMOS wafer for system integration. Due to their extremely small footprint, microLED based transceivers can achieve very high bandwidth density. Individual emitters support per lane data rates of =3.0 Gbit/s at energy levels below 2 pJ/bit over a full 10 meter link, while meeting industry bit-error-rate specifications below 10?¹5. Replacing a single ultra-high-speed line with hundreds of parallel channels in a slow-and-wide architecture offers multiple advantages for AI infrastructure: Reliability – microLED based optical interconnect systems can include redundant channels, enabling graceful degradation and rapid replacement of faulty emitters. Efficiency – in a slow-and-wide architecture, power consumption is significantly reduced versus ultra-high-frequency laser transmitters typically used in internet backbone applications. Lower power also reduces heat, providing valuable thermal headroom for data-center operators. Simplicity – microLED-based interconnects are inherently parallel. They eliminate the complex and costly serialization/deserialization steps required by fast-and-narrow architectures. With the successful adaptation of its EVIYOS TM base technology to the needs of data-communication markets, ams OSRAM is now transitioning rapidly into the product-development phase — fully aligned with the Digital Photonics strategy announced on 05 February 2026.
분석 기사 • Feb 13Earnings Update: ams-OSRAM AG (VTX:AMS) Just Reported And Analysts Are Trimming Their ForecastsInvestors in ams-OSRAM AG ( VTX:AMS ) had a good week, as its shares rose 7.9% to close at CHF8.78 following the...
Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
공시 • Feb 11ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026
New Risk • Feb 10New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €168m Forecast net loss in 2 years: €22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€22m net loss in 2 years).
공시 • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.
분석 기사 • Jan 06ams-OSRAM (VTX:AMS) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 21ams-OSRAM AG Just Missed Earnings; Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how ams-OSRAM AG ( VTX:AMS ) shares plunged 23% in the week since its...
Reported Earnings • Nov 20Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: €0.28 loss per share (down from €0.24 profit in 3Q 2024). Revenue: €853.0m (down 3.2% from 3Q 2024). Net loss: €28.0m (down 217% from profit in 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings.
공시 • Nov 19+ 1 more updateams-OSRAM AG to Report Q2, 2026 Results on Aug 04, 2026ams-OSRAM AG announced that they will report Q2, 2026 results on Aug 04, 2026
분석 기사 • Nov 06The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues YetYou may think that with a price-to-sales (or "P/S") ratio of 0.3x ams-OSRAM AG ( VTX:AMS ) is a stock worth checking...
분석 기사 • Oct 04ams-OSRAM (VTX:AMS) Is Finding It Tricky To Allocate Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
공시 • Aug 29Ams OSram Announces New High-Resolution dToF Sensor Seeks the differenceThe TMF8829 direct Time-of-Flight (dToF) sensor significantly increases resolution -- from the previously common 8x8 zones to 48x32 -- and it is designed to detect subtle spatial differences and distinguish closely spaced or slightly varied objects. The new sensor from ams OSRAM can tell whether an espresso cup or a travel mug is placed under a coffee machine, ensuring the right amount is distributed every time. This kind of precision is critical for a broad spectrum of applications: from logistics robots that distinguish between nearly identical packages, to camera systems that maintain focus on moving objects in dynamic video scenes. With dToF technology, the sensor emits light pulses in the invisible infrared range. These pulses reflect from objects in the sensor's field of view and return to the sensor, which calculates the distance based on the time it takes for the light to travel -- similar to how the delay of an echo reveals distance: the longer it takes, the farther away the object. Multi-zone sensors enhance this by capturing reflected light from multiple viewing angles (zones), like a network of echo points. This enables the creation of detailed 3D depth maps. The TMF8829 divides its field of view into up to 1,536 zones -- a significant improvement over the 64 zones in standard 8x8 sensors. This higher resolution enables finer spatial detail. For example, it supports peoplecount and presence detection in smart lighting systems, object detection and collision avoidance in robotic applications, and intelligent occupancy monitoring in building automation. The detailed depth data also provides a foundation for machine learning models that interpret complex environments and enable intelligent interaction with surroundings. Measuring just 5.7 x 2.9 x 1.5 mm-- thinner than a cent coin and more compact than typical sensors with lower resolution -- the TMF8829 delivers high resolution in a format ideal for space-constrained devices. Because it operates without a camera, it supports privacy-sensitive applications. When paired with a camera, the sensor enables hybrid vision systems like RGB Depth Fusion, combining depth and color data for AR applications such as virtual object placement. Classified as a Class 1 eye-safe device, the TMF8829 uses a dual VCSEL (Vertical Cavity Surface Emitting Laser) light source to measure distances up to 11 meters with 0.25 mm precision -- sensitive enough to detect subtle movements like a finger swipe. With its 48x32 zones, the sensor covers an 80deg field of view, delivering depth information across a scene comparable to that of a wide-angle lens. On-chip processing reduces latency and simplifies integration. Instead of relying on a single signal, the sensor builds a profile of returning light pulses to identify the most accurate distance point -- ensuring stable performance even with smudged cover glass. Full histogram output supports AI systems in extracting hidden patterns or additional information from the raw signal. The consistent commitment of ams OSRAM to innovation ensures that the company remains at the forefront of technological advancements. This is highlighted by the company's strong IP portfolio comprising more than 1000 patent rights and other IP rights in the field of VCSEL and 3D sensing technologies.
Reported Earnings • Aug 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.01 (up from €0.40 loss in 2Q 2024). Revenue: €775.0m (down 5.4% from 2Q 2024). Net income: €0 (up €42.0m from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 49% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 25Is There An Opportunity With ams-OSRAM AG's (VTX:AMS) 44% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF19.30 Current share price...
분석 기사 • Jul 04ams-OSRAM AG (VTX:AMS) Shares Fly 51% But Investors Aren't Buying For GrowthDespite an already strong run, ams-OSRAM AG ( VTX:AMS ) shares have been powering on, with a gain of 51% in the last...
Major Estimate Revision • Jul 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.13 to -€1.25 per share. Revenue forecast unchanged at €3.35b. Semiconductor industry in Switzerland expected to see average net income growth of 22% next year. Consensus price target up from CHF8.66 to CHF9.01. Share price rose 29% to CHF11.46 over the past week.
분석 기사 • Jul 01Is ams-OSRAM (VTX:AMS) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Jun 27ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026
분석 기사 • Jun 10Capital Allocation Trends At ams-OSRAM (VTX:AMS) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
공시 • May 29ams-OSRAM AG, Annual General Meeting, Jun 26, 2025ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austria
분석 기사 • May 20Improved Revenues Required Before ams-OSRAM AG (VTX:AMS) Stock's 28% Jump Looks Justifiedams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Major Estimate Revision • May 15Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.02 to -€1.20 per share. Revenue forecast of €3.34b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 13% next year. Consensus price target of CHF8.64 unchanged from last update. Share price rose 11% to CHF7.89 over the past week.
공시 • May 13+ 1 more updateams-OSRAM AG to Report Q4, 2025 Results on Feb 10, 2026ams-OSRAM AG announced that they will report Q4, 2025 results on Feb 10, 2026
Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: €0.83 loss per share (improved from €7.19 loss in 1Q 2024). Revenue: €820.0m (down 3.2% from 1Q 2024). Net loss: €82.0m (loss narrowed 89% from 1Q 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 59% per year, which means it is performing significantly worse than earnings.
공시 • Apr 30ams-OSRAM AG Provides Group Earnings Guidance for the Second Quarter of 2025ams-OSRAM AG provided group earnings guidance for the second quarter of 2025. The Group expects second quarter revenues to land in a range of EUR 725 million – EUR 825 million assuming a EUR/USD exchange rate of 1.13.
분석 기사 • Apr 05The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 35%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 35% after a relatively good period beforehand...
분석 기사 • Mar 27Does ams-OSRAM (VTX:AMS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.95 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 61% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Mar 20Consensus EPS estimates fall by 134%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.157 to -€0.366 per share. Revenue forecast unchanged at €3.43b. Semiconductor industry in Switzerland expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at CHF10.61. Share price fell 2.4% to CHF9.04 over the past week.
분석 기사 • Mar 06ams-OSRAM (VTX:AMS) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
공시 • Feb 18ams-Osram AG Announces Two New Sensor Modulesams-OSRAM AG announced that with two new sensor modules, the company demonstrates its commitment to Computed Tomography (CT). At the heart of this diagnostic imaging technology are CT sensor modules that support clinical applications from oncology to the treatment of cardiovascular conditions, ensuring precise patient outcomes and enabling early diagnosis. The new products advance the medical imaging technology across the CT market segments. For the premium CT segment, ams OSRAM introduces a new System-in-Package sensor module designed for photon counting detectors, delivering a substantial reduction in the radiation dose and additional diagnostic value. For the price-sensitive CT segment, ams OSRAM presents a new sensor module, ensuring high-quality medical imaging at a competitive price. AS5920M, the first disruptive package solution for photoncounting detectors and AS5952M, an affordable, high-performance sensor module for 64-slice CT imaging.
Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.94 loss per share (improved from €52.00 loss in FY 2023). Revenue: €3.43b (down 4.5% from FY 2023). Net loss: €786.0m (loss narrowed 51% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.
분석 기사 • Feb 12ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%The ams-OSRAM AG ( VTX:AMS ) share price has done very well over the last month, posting an excellent gain of 29%. But...
Major Estimate Revision • Feb 11Consensus EPS estimates fall by 42%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.218 to -€0.309 per share. Revenue forecast unchanged at €3.33b. Semiconductor industry in Switzerland expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at CHF9.25. Share price rose 23% to CHF8.06 over the past week.
공시 • Feb 11+ 4 more updatesams-OSRAM AG to Report Fiscal Year 2024 Results on Mar 13, 2025ams-OSRAM AG announced that they will report fiscal year 2024 results on Mar 13, 2025
분석 기사 • Jan 28An Intrinsic Calculation For ams-OSRAM AG (VTX:AMS) Suggests It's 47% UndervaluedKey Insights ams-OSRAM's estimated fair value is CHF13.70 based on 2 Stage Free Cash Flow to Equity Current share price...
Major Estimate Revision • Jan 15Consensus EPS estimates upgraded to €5.40 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€6.54 to -€5.40 per share. Revenue forecast unchanged from €3.41b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 12% next year. Consensus price target down from CHF10.04 to CHF9.36. Share price was steady at CHF6.33 over the past week.
분석 기사 • Dec 06Is ams-OSRAM (VTX:AMS) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Nov 19Consensus EPS estimates upgraded to €6.57 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €3.47b to €3.42b. 2024 losses expected to reduce from -€7.66 to -€6.57 per share. Semiconductor industry in Switzerland expected to see average net income decline 0.9% next year. Consensus price target down from CHF16.10 to CHF11.13. Share price fell 8.3% to CHF5.83 over the past week.
공시 • Nov 14ams-OSRAM AG to Report Q4, 2024 Results on Feb 11, 2025ams-OSRAM AG announced that they will report Q4, 2024 results on Feb 11, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.24 (up from €2.10 loss in 3Q 2023). Revenue: €881.0m (down 2.5% from 3Q 2023). Net income: €24.0m (up €79.0m from 3Q 2023). Profit margin: 2.7% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
분석 기사 • Nov 06Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 26% Diveams-OSRAM AG ( VTX:AMS ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
분석 기사 • Oct 30Investors Will Want ams-OSRAM's (VTX:AMS) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
공시 • Sep 03Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS).Focuslight Technologies Inc (SHSE:688167) signed an agreement to acquire Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) for €45 million on May 7, 2024. The transaction is subject to closing conditions and subject to approval from the Chinese regulatory authorities and Focuslight shareholder's. As of June 27, 2024, Focuslight Technologies shareholders approved the deal. The transaction is expected to close in the third quarter of 2024. Focuslight Technologies Inc (SHSE:688167) completed the acquisition of Passive Optical Components Assets of ams OSRAM AG (SWX:AMS) on September 2, 2024. ams OSRAM has received the transaction price of €45 million in cash from Focuslight Technologies.
분석 기사 • Sep 03Here's Why ams-OSRAM (VTX:AMS) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Aug 16ams OSRAM to Introduce 8-Channel 915nm SMT Pulsed Laserams OSRAM is introducing its latest key innovation to enable autonomous driving. By simplifying system design and boosting performance, the laser makes long-range LiDAR systems more effective and reliable. The SPL S8L91A_3 A01, a high-performance 8-channel 915nm SMT pulsed laser in a QFN package, will be integrated into LiDAR systems for autonomous driving vehicles such as passenger cars, trucks and Robo Taxis. The new product will enhance their operation, navigation, and data processing capabilities. The SPL S8L91A_3 A01 is designed to significantly improve long-range, high-resolution LiDAR systems for autonomous driving. With the world's first AEC-Q102 qualified 8-channel EEL (edge-emitting laser) in a QFN package, system developers can now choose from an even greater variety of infrared components from ams OSRAM. The new product offers a convincing performance of 1000 watts peak optical power and an efficiency of up to 30%. Autonomous driving is one of the most discussed topics for the future. The majority of system providers is convinced that there is no way around LiDAR when it comes to advancing autonomous driving. ams OSRAM has been a market leader in developing and producing pulsed infrared lasers for automotive LiDAR for over 20 years. There are now more than twenty million units in the field –- an excellent proof of this in terms of experience and quality. SPL S8L91A_3 A01 is the newest product lineup addition built on extensive experience in automotive LiDAR technology. The SPL S8L91A_3 A01, a infrared high-power SMT laser, is tailored for LiDAR applications, featuring a monolithically integrated 8-channel design. This innovative configuration delivers 125W per laser channel, i.e. 1000W total peak optical power, vastly enhancing the performance capabilities of long-range LiDAR systems crucial for autonomous highway driving. The laser has four individual addressable anodes, where each anode is connected to two parallel operating laser channels. This addressability gives flexibility to the customer in designing the end product. Employing a single laser package allows for a more compact and efficient setup of the LiDAR sensor, eliminating the need for alignment between multiple components, thus simplifying the design and manufacturing process. This integration not only reduces the development timeline but also significantly enhances the reliability and performance of the end product. The laser's design includes ams OSRAM's proprietary wavelength stabilization technology, which minimizes wavelength shifts due to temperature changes, thereby improving the LiDAR system's Signal-to-Noise Ratio (SNR) and extending its detection range.
분석 기사 • Aug 07Revenues Working Against ams-OSRAM AG's (VTX:AMS) Share Price Following 25% Diveams-OSRAM AG ( VTX:AMS ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
분석 기사 • Jul 31The ams-OSRAM AG (VTX:AMS) Second-Quarter Results Are Out And Analysts Have Published New Forecastsams-OSRAM AG ( VTX:AMS ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to CHF1.16...
Reported Earnings • Jul 30Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: €0.04 loss per share (improved from €5.14 loss in 2Q 2023). Revenue: €819.0m (down 3.8% from 2Q 2023). Net loss: €42.0m (loss narrowed 97% from 2Q 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 44%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 14 percentage points per year, which is a significant difference in performance.
분석 기사 • Jul 23Is ams-OSRAM AG (VTX:AMS) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, ams-OSRAM fair value estimate is CHF2.24 Current share price...
분석 기사 • Jun 27Returns Are Gaining Momentum At ams-OSRAM (VTX:AMS)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 • Jun 01ams-OSRAM AG (VTX:AMS) Held Back By Insufficient Growth Even After Shares Climb 29%ams-OSRAM AG ( VTX:AMS ) shareholders would be excited to see that the share price has had a great month, posting a 29...
분석 기사 • May 01ams-OSRAM AG (VTX:AMS) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a pretty great week for ams-OSRAM AG ( VTX:AMS ) shareholders, with its shares surging 15% to CHF1.12 in the...
Reported Earnings • Apr 29First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: €0.72 loss per share (further deteriorated from €0.51 loss in 1Q 2023). Revenue: €847.0m (down 8.6% from 1Q 2023). Net loss: €710.0m (loss widened 430% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
분석 기사 • Apr 25ams-OSRAM (VTX:AMS) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Apr 15Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.581 to -€0.728 per share. Revenue forecast unchanged at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 9.0% next year. Consensus price target down from CHF3.75 to CHF3.62. Share price fell 4.6% to CHF1.01 over the past week.
공시 • Mar 22Imprinted Data Matrix Code on ams OSRAM LEDs Now Enables Automotive Manufacturers to Streamline Their Productionams OSRAM has introduced a product innovation that helps manufacturers of automotive lighting modules and systems to increase their production throughput and efficiency while achieving very high consistency in optical quality and performance. The innovation, referred to as DMC (Data Matrix Code), is based on a unique, machine-readable code printed on top of each LED package. DMC is already available for some members of the OSIRE® family of automotive LEDs. The code on the package links to individual data for each LED production unit: color coordinates, luminous intensity and forward voltage at two currents. This two-current setting gives manufacturers the widest range of dimming options for day and night modes, while meeting the automotive industry’s strict requirements for color point stability. LED+: Greater accuracy through unique data adds precious value to LEDs: With the introduction of DMC, ams OSRAM increases the value of its automotive LEDs as conclusive data effectively support digitalized and automated factory processes. DMC is now available in three automotive LEDs: The OSIRE® E5515 is an RGB ‘sidelooker’ LED designed for modern ambient lighting in the vehicle interior. Supplied in a white low-profile, surface-mount package, the OSIRE® E5515 is ideally suited for coupling into thin light guides. In addition, the housing material´s temperature stability has been optimized for improved compatibility with processes based on IMSE® (In-Mold Structural Electronics). The OSIRE® E5515 is available under the part number KRTB AELPS2.32. The OSIRE® E3323 is an RGB top surface-emitting LED for ambient lighting applications in the vehicle interior. With dimensions as small as 3.3 mm x 2.3 mm x 0.7 mm, the OSIRE® E3323 is the smallest of its kind in the OSIRE® family – for even more flexible designs than is currently possible with a delta or inline RGB chip configuration. The OSIRE® E3323 products can be ordered under the part numbers KRTB DWLM31.32 and KRTB DWLM32.32. The DMC will be imprinted on every manufactured LED and manufacturers are free to choose whether to use the data or not. This value-adding feature is likely to be rolled out to other OSIRE® family members in the future.
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 403%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.116 to -€0.581 per share. Revenue forecast unchanged at €3.46b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.04. Share price fell 37% to CHF1.38 over the past week.
Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to €0.10 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.116 to -€0.103 per share. Revenue forecast steady at €3.48b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.83 to CHF2.25. Share price fell 39% to CHF1.35 over the past week.
분석 기사 • Mar 01The Market Doesn't Like What It Sees From ams-OSRAM AG's (VTX:AMS) Revenues Yet As Shares Tumble 38%ams-OSRAM AG ( VTX:AMS ) shares have had a horrible month, losing 38% after a relatively good period beforehand. The...
분석 기사 • Feb 26Are Investors Undervaluing ams-OSRAM AG (VTX:AMS) By 41%?Key Insights ams-OSRAM's estimated fair value is CHF3.71 based on 2 Stage Free Cash Flow to Equity ams-OSRAM's CHF2.19...
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 93%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.06 to -€0.116 per share. Revenue forecast unchanged at €3.49b. Semiconductor industry in Switzerland expected to see average net income decline 12% next year. Consensus price target down from CHF3.96 to CHF3.80. Share price fell 4.8% to CHF2.12 over the past week.
공시 • Feb 17+ 2 more updatesams-OSRAM AG to Report Q2, 2024 Results on Jul 26, 2024ams-OSRAM AG announced that they will report Q2, 2024 results on Jul 26, 2024
Reported Earnings • Feb 11Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: €5.20 loss per share (further deteriorated from €1.70 loss in FY 2022). Revenue: €3.59b (down 26% from FY 2022). Net loss: €1.61b (loss widened 263% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공시 • Feb 10ams-OSRAM AG to Report Q1, 2024 Results on Apr 26, 2024ams-OSRAM AG announced that they will report Q1, 2024 results on Apr 26, 2024
Major Estimate Revision • Feb 07Consensus EPS estimates upgraded to €3.66 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.29 to -€3.66 per share. Revenue forecast steady at €3.61b. Semiconductor industry in Switzerland expected to see average net income decline 5.4% next year. Consensus price target down from CHF4.85 to CHF4.09. Share price was steady at CHF2.02 over the past week.
공시 • Jan 19ams OSram Launches Sidelooker, Low-Power LEDams OSRAM launched a series of sidelooker, low-power LEDs that simplify design, are easier to implement and enables the creation of a homogeneous appearance in extended light bars and other automotive rear lighting applications. an automobile rear combination lamp (RCL) requires a complex and deep optical assembly consisting of diffusers and light guides to spread the bright points of light from conventional toplooker LEDs without producing visible dark and bright spots. By replacing toplooker LEDs with the SYNIOS®? P1515 sidelookers, automotive manufacturers can achieve a smooth, homogeneous appearance across the width of the vehicle. With the same number of LEDs as in a toplooker-based arrangement, an RCL or turn indicator can be produced with a far thinner and simpler optical assembly. This opens up new potential to create dramatic and distinctive shapes in new RCL designs. Alternatively, a homogeneous appearance can be achieved with the same depth of optical stack as for toplooker LEDs, but with substantially fewer LEDs and LED drivers. With this option, the lamp manufacturer benefits from a reduced bill-of-materials cost and a simpler circuit configuration. The AEC-Q102 qualified SYNIOS®? P 1515 LEDs produce a side-emission output with uniform 360deg light intensity all round the device. Light is also emitted from the top of the LED, but at lower intensity than from the sides, to ensure that applications such as extended rear light bars can be easily realized with no bright or dark spots. The side-emission pattern of the SYNIOS®?P1515 LEDs is enabled by proprietary ams OSRAM optical packaging technology. ams OSRAM optical packaging Technology. ams OSRAM sidelooker LEDs are already widely used in the backlighting for high-performance automotive displays. The SYNIOS®? P1415 family is available for sampling in red (621 nm), super-red (633 nm) and yellow (587 nm) now. Production volumes are available now.
Major Estimate Revision • Jan 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -€3.79 to -€4.29 per share. Revenue forecast of €3.60b unchanged since last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.3% next year. Consensus price target down from CHF5.51 to CHF4.96. Share price was steady at CHF1.92 over the past week.
New Risk • Dec 27New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 277% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (277% increase in shares outstanding).
분석 기사 • Dec 25ams-OSRAM AG (VTX:AMS) Stock Catapults 55% Though Its Price And Business Still Lag The Industryams-OSRAM AG ( VTX:AMS ) shareholders are no doubt pleased to see that the share price has bounced 55% in the last...
Major Estimate Revision • Dec 13Consensus EPS estimates upgraded to €4.38 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -€4.91 to -€4.38 per share. Revenue forecast unchanged from €3.61b at last update. Semiconductor industry in Switzerland expected to see average net income growth of 0.09% next year. Consensus price target down from CHF6.16 to CHF5.73. Share price rose 3.9% to CHF1.95 over the past week.
공시 • Dec 05ams-OSRAM AG Releases New Multi-Led Packageams OSRAM released a new multi-LED package which offers more than 40% higher radiant intensity than the previous generation product, resulting in higher accuracy PPG (photoplethysmography) measurements in smart watches, wristbands and other wearable devices. The SFH 7018 features a highly reflective QFN (Quad Flat No Leads) package for significantly increased light output. In addition, an improved two-cavity design separates the green LED from the red LED and infrared (IR) LED: the spacing and optical isolation ensure that the light sources are optimally placed relative to their photodiodes and reduce interference between the green light (for heart rate measurements) and the red light and IR source (for blood oxygen saturation, or SpO2, measurements). Furthermore, the green chip does not cause the red and IR chips to fluoresce due to cross-excitation from the shorter wavelength. The optimized form factor of the surface-mount QFN package - just 0.6 mm high - makes it easy to integrate the module into any type of wearable device. Despite its compact size, the SFH 7018 provides dual driving capability with optimized forward voltage headroom and reduced overall power consumption. The SFH 7018's improvement in radiant intensity is dramatic: the red and IR LEDs are more than 40% brighter than in the existing SFH 7016, and the green LED in the SFH 7018A version of the product is 80% lighter, while in the SFH 7018B version, the green LED is more than twice as bright. The brightness of the SFH 7018 at each of the red, green and IR wavelengths also greatly exceeds that of today's best-performing competing product. Since all vital signs monitoring devices face the challenge to detect little modulations of already small light signals, the result of scattering and absorption in tissue (depending on various factors), the amount of lightitted by the LEDs strongly affects system performance. When more light is modulated by the blood flow and subsequently reaches the photodiode, signal quality improves, yielding higher accuracy and better repeatability of measurements. The SFH 7018 enables this superior performance by emitting more light into the body. The SFH 7018 is available in two versions: SFH 7018A is optimized for low forward voltage at high currents, allowing for operation without a costly voltage booster. SFH 7018B is optimized for maximum radiant intensity. Both variants are in volume production now.
공시 • Nov 24ams OSRAM Releases RGB Versions of High-Power OSTAR Projection Compact LEDs for Machine Vision and Stage Lightingams OSRAM adds Red, True Green and Blue colors to its OSTAR Projection Compact family of low-profile, ultra-high brightness LEDs, to enable manufacturers of machine vision systems or stage lighting fixtures to create more powerful and slimmer products. ams OSRAM already offered a White option in this package specification, that time known as OSLON Boost. The new LEDs are ideal for premium high-power lighting products because of their high current density and very high brightness. Featuring a new rectangular ams OSRAM 2 mm2 chip, these LEDs produce very high luminous output – the True Green version is the brightest 520 nm product in its class (1000 lm at 6 A). The OSTAR Projection Compact LEDs can be packed very closely together in high-power luminaire designs because of their excellent thermal dissipation and small, flat package. The thermal resistance is just 1.4 K/W, while the 4040 package has dimensions of 4.0 mm x 4.0 mm x 0.75 mm. The LEDs’ low profile enables lighting equipment and vision system manufacturers to reduce the size of their products without compromising brightness and performance. Compared to competing products with a domed primary lens, the flat package of the OSTAR Projection Compact LEDs makes them very easy to couple into optics, giving considerable flexibility to optimize the optical performance of the products for individual applications. All the OSTAR Projection Compact LEDs share the same footprint, enabling easy exchanging of colors in variants of a single board design. Winfried Schwedler, Marketing Manager of ams OSRAM, said: ‘The excellent current-carrying capability, low thermal resistance and low profile of the OSRAM OSTAR Projection Compact LEDs means that machine vision products and stage lighting equipment can produce an impressively powerful output in any color. These LEDs can also offer high value in projectors and in architectural lighting units such as wall washers. Key features of the OSTAR Projection Compact family are: KR CULPM1.23 - Red - 650 lm at 6 A; KT CULPM1.13 - True Green - 1000 lm at 6 A'' B CULPM1.14 - Blue - 7200 mW at 8 A and KW CULPM1.TG - White - 1700 lm at 10 A.
공시 • Nov 22ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million.ams-OSRAM AG has filed a Follow-on Equity Offering in the amount of CHF 774.845488 million. Security Name: Shares Security Type: Common Stock Securities Offered: 724,154,662 Price\Range: CHF 1.07 Transaction Features: Rights Offering
분석 기사 • Nov 19Is ams-OSRAM (VTX:AMS) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
공시 • Nov 15ams OSRAM Launches the AS7058ams OSRAM launches the AS7058, an analog front end (AFE) which enables manufacturers of smart watches, smart rings and other wearable devices to improve the accuracy and reliability of vital signs measurements derived from photoplethysmographic (PPG) or electrical signals while extending battery run-time. The new AS7058 also provides a new means for differentiating wearable products, introducing the capability to perform body impedance measurement, for analysis of body composition. The AS7058’s ultra-low noise characteristics produce a very high optical signal-to-noise ratio of 120dB. This enables substantial improvements, compared to competing products, in PPG measurement performance in the parameters of heart rate, respiration rate, blood oxygen saturation (SpO2), and blood pressure. The outstanding optical noise performance of the AS7058 is the result of developments including the integration of two low-noise, 20-bit analog-to-digital converters (ADCs), the provision of integrated low-noise LED drivers, and the introduction of new automatic ambient light offset correction technology. The signal-to-noise ratio of the AS7058 also enables wearable device manufacturers to reduce power consumption by driving the device’s LEDs at lower current while maintaining high signal integrity. The AS7058 incorporates a comprehensive set of capabilities for optical and electrical measurement of vital signs. It includes: Two current sinks for driving eight LED emitters (four LEDs/current sink); Eight photodiode inputs; Two 20-bit ADCs for PPG measurement; A 20-bit digital-to-analog converter (DAC) for electrical measurements – electrocardiogram (ECG), body impedance measurement (BIO-Z), or electrodermal activity (EDA). The device’s medical-grade ECG measurements conform to the specifications of the IEC 60601-2-47 standard. The two PPG ADCs perform simultaneous photodiode data acquisition. Measurements of PPG and ECG signals can also be synchronized to enable measurement of blood pressure. The rich set of features in the AS7058 is integrated into a compact WLCSP chip which has dimensions of 2.8 mm x 2.5 mm x 0.5 mm. The AS7058 joins a broad portfolio of optical and electrical products from ams OSRAM that provide a unified source of components and system know-how for every aspect of vital signs monitoring in consumer devices. ams OSRAM products for vital signs monitoring include LEDs, photodiodes and temperature sensors as well as the AS705x series of AFEs. The hardware products are supported by algorithms for measurement functions such as heart rate, respiration rate and SpO2. ams OSRAM also supplies a complete hardware demonstration system for vital signs monitoring in a smart watch form factor. Customers can benefit from the experience gained in its development to reduce design risk and accelerate time to market. The AS7058 AFE is available for sampling.
Reported Earnings • Nov 02Third quarter 2023 earnings released: €0.21 loss per share (vs €1.42 loss in 3Q 2022)Third quarter 2023 results: €0.21 loss per share (improved from €1.42 loss in 3Q 2022). Revenue: €904.0m (down 26% from 3Q 2022). Net loss: €55.0m (loss narrowed 85% from 3Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
공시 • Nov 01ams-OSRAM AG to Report Fiscal Year 2023 Results on Feb 09, 2024ams-OSRAM AG announced that they will report fiscal year 2023 results on Feb 09, 2024
공시 • Oct 20Ams Osram Adds Four New Leds to Its Family of Ostar Projection Power Productsams OSRAM added four new LEDs to its family of OSTAR Projection Power products. The new LEDs produce superior optical performance in projection equipment that is based on a 0.33" DLP (Digital Light Processing) imager. The new OSTAR Projection power LE xx P1MS/AS LEDs have a very close etendue match with the 0.33" DLP imager. The LEDs are available in Blue, Amber, Deep Blue and converted Green colors. When used in a typical four-channel configuration, these OSTAR ProjectionPower LEDs produce an output of 880 lm on projector level. This is 5% brighter than the next best 0.33" DLP-compatible LEDs available from competitors, according to internal ams OSRAM tests. The OSTAR®? Projectionpower LExx P1MS/AS LEDs are supplied in a compact package with a footprint of just 6.8 mm x 7.6 mm. The package has a copper metal-core PCB with isolated solder pad, making thermal system design easier and reducing the cost of thermal components. The excellent thermal performance of the OSTAR®? Projection POWER LE xx P1MS/AS also supports very high current density and brightness - 6.6 A/mm2 for the Blue, Deep Blue and converted Green LEDs, and 4.5 A/mm2 for Amber. In multi-channel configurations, the LEDs support serial connection with a low forward current, enabling the use of a simpler, lower-cost LED driver.