Earnings Call Summary | Vicor(VICR.US) Q1 2024 Earnings Conference
Earnings Call Summary | Vicor(VICR.US) Q1 2024 Earnings Conference
The following is a summary of the Vicor Corporation (VICR) Q1 2024 Earnings Call Transcript:
以下是 Vicor 公司 (VICR) 2024 年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Vicor's Q1 revenue stood at $83.9 million, marking a 9.5% decrease from the last quarter and 14.3% plunge from the first quarter of 2023.
However, the company improved the gross profit margin, recording 53.8% for the quarter.
Diluted earnings per share were $0.06, while the net income was $2.6 million for Q1, and the operating cash flow for the period was approximately $2.7 million.
The cash and cash equivalent at the end of the reporting period was $239.2 million.
Vicor reported an increased contribution from royalty to its revenue and bottom line.
Vicor第一季度收入爲8,390萬美元，比上一季度下降9.5％，比2023年第一季度下降14.3％。
但是，該公司提高了本季度的毛利率，達到53.8％。
攤薄後的每股收益爲0.06美元，而第一季度的淨收入爲260萬美元，該期間的運營現金流約爲270萬美元。
在本報告所述期間結束時，現金和現金等價物爲2.392億美元。
Vicor 報告稱，特許權使用費對其收入和利潤的貢獻有所增加。
Business Progress:
業務進展：
Vicor is actively working on lateral vertical designs that could fetch potential revenue by the end of 2024 or early 2025.
Vicor is planning to roll out more than 20 high-power density products for their Industrial and Aerospace and Defense Business Unit, leveraging their new chip fabrication capabilities.
They are open to specific licensing opportunities in the automotive market.
Vicor's High-Performance Computing (HPC) customer engagements have registered expansion, with production targets centered around new and increased performance AI processes.
The company targets to monetize and scale its business through interaction with OEMs and automotive Tier 1 suppliers, majorly focusing on electric vehicles and 48-volt zonal architectures.
Vicor reported filling up of their new facility that could generate over $1 billion in product revenues in the next three years.
Vicor reported design wins with two smaller automakers for their 150-kilowatt onboard 800 to 400-volt charger, and anticipate significant business growth from HPC and Gen 5 by 2025. The growth across industrial, defense, and aerospace sectors can contribute to their margins and revenues.
Vicor 正在積極研究橫向垂直設計，這些設計可能會在 2024 年底或 2025 年初獲得潛在收入。
Vicor 計劃利用其新的芯片製造能力，爲其工業、航空航天和國防業務部門推出 20 多種高功率密度產品。
他們對汽車市場的特定許可機會持開放態度。
Vicor 的高性能計算 (HPC) 客戶參與度有所擴大，生產目標以新的和更高性能的人工智能流程爲中心。
該公司的目標是通過與原始設備製造商和汽車一級供應商的互動來盈利和擴大其業務，主要側重於電動汽車和48伏分區架構。
Vicor報告說，他們的新設施已填滿，這可能在未來三年內產生超過10億美元的產品收入。
Vicor報告說，兩家小型汽車製造商的150千瓦車載800至400伏充電器的設計勝利，並預計到2025年，HPC和第五代的業務將實現顯著增長。工業、國防和航空航天領域的增長可以增加其利潤率和收入。
More details: Vicor IR
更多詳情： Vicor 紅外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。