Earnings Call Summary | SkyWater Technology(SKYT.US) Q2 2024 Earnings Conference
Earnings Call Summary | SkyWater Technology(SKYT.US) Q2 2024 Earnings Conference
The following is a summary of the SkyWater Technology, Inc. (SKYT) Q2 2024 Earnings Call Transcript:
以下是SkyWater Technology,Inc.(SKYT)Q2 2024业绩会议记录摘要:
Financial Performance:
金融业绩:
SkyWater Technology reported a record Q2 2024 revenue of $93 million.
Non-GAAP positive earnings per share (EPS) were achieved for the first time, with strong growth driven mainly by the aerospace and defense segments.
Non-GAAP gross margin reached 18.9%, at the upper end of their guidance, supported by a mix of ATS and Wafer Services revenue.
Net income was reported at $0.02 per share on a non-GAAP basis.
SkyWater Technology报告2024财年第二季度创收纪录,为9300万美元。
首次实现非通用会计准则下的每股收益盈利,强劲增长主要来源于航空航天与国防领域。
非通用会计准则下的毛利率达到18.9%,处于指导范围的上限,得益于ATS和晶圆服务收入的混合。
净利润每股收益报告为0.02美元(非通用会计准则)。
Business Progress:
业务进展:
The company is experiencing strong demand for its Advanced Technology Services (ATS), especially from aerospace and defense programs.
Introduction of the multi-beam high productivity direct write patterning system to expand technological capabilities, targeting secure chip identification and advanced packaging among others.
Announced a successful customer transition from ATS to Wafer Services with biomedical pioneer QuantumPsi, highlighting continued engagement in innovative medical technologies.
Outlook for growth in ATS development revenue for 2024 is projected to increase by 10% to 20% over 2023.
该公司的Advanced Technology Services(ATS)正经历强劲需求,特别是来自航空航天计划。
推出多光束高生产力直写图案构制系统以扩大技术能力,目标是涵盖安全芯片识别、先进封装等方面。
宣布ATS与医学先驱QuantumPsi的客户成功转型到晶圆服务,凸显了对创新医疗技术持续参与的重视。
2024年ATS发展收入增长预计将比2023年增加10%到20%。
Opportunities:
机会:
The addition of new capabilities in fabs through customer-funded tool installations signals a strong customer commitment and co-investment trend.
Launch of a multi-beam e-beam lithography system enhances SkyWater's technological offerings, catering to advanced design needs and potentially attracting more high-value customers.
Entering the advanced packaging market with tools for a 300mm capable fan-out packaging line, addressing a clear demand for domestic advanced services.
Expansion into next-generation biomedical and thermal imaging technologies.
通过由客户提供的工具安装在fabs中增加新功能的举措,显示出强烈的客户承诺和合作投资趋势。
推出多光束电子束光刻系统,增强了SkyWater的技术产品,满足先进设计需求,可能吸引更多高价值客户。
以300毫米为基础的风扇外发封装线的工具进入高级封装市场,满足国内高级服务的明显需求。
拓展到下一代生物医学和热成像技术。
Risks:
风险:
Wafer Services revenue continues to show weakness due to the broader industrial market downturn, expected to persist for additional quarters.
晶圆服务收入由于广泛的工业市场衰退而持续显现出疲弱态势,预计将持续数个季度。
More details: SkyWater Technology IR
更多细节请参考SkyWater Technology IR。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。