Earnings Call Summary | Silicom(SILC.US) Q1 2024 Earnings Conference
Earnings Call Summary | Silicom(SILC.US) Q1 2024 Earnings Conference
The following is a summary of the Silicom Ltd. (SILC) Q1 2024 Earnings Call Transcript:
以下是Silicom有限公司（SILC）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Silicom reported Q1 2024 revenues of $14.4 million, a significant decrease from Q1 2023's $37.2 million.
Despite incurring a net loss of $2.4 million, the company noted a strong operating cash flow of over $13 million.
The company's net cash position stood strong at over $80 million, with working capital and marketable securities totalling $133 million.
Gross profit for Q1 2024 was $4.1 million with a gross margin of 28.5%, compared to Q1 2023's $11.9 million gross profit and 32% gross margin.
Loss per share in the quarter was $0.38.
Silicom報告稱，2024年第一季度收入爲1,440萬美元，較2023年第一季度的3,720萬美元大幅下降。
儘管淨虧損240萬美元，但該公司仍保持強勁的運營現金流超過1300萬美元。
該公司的淨現金狀況保持強勁，超過8000萬美元，營運資金和有價證券總額爲1.33億美元。
2024年第一季度的毛利爲410萬美元，毛利率爲28.5％，而2023年第一季度的毛利潤爲1190萬美元，毛利率爲32％。
該季度的每股虧損爲0.38美元。
Business Progress:
業務進展：
Silicom is following a five-year strategic plan targeted at restoring steady growth, increasing earnings per share to approximately $3 by 2028 and levering their robust cash position via aggressive share buybacks.
In Q1 2024, Silicom repurchased around 250,000 shares totaling $4.1 million under their current share repurchase plan.
As part of its growth strategy, the company is expanding potential design wins and restructured its sales compensation to encourage this.
R&D remains a focus, with two significant product families in development, targeting both existing customer base and new customers in the AI space.
For 2024, the company projects revenues about $70 million, while Q2 is expected to generate between $15 million to $17 million, with plans for a compound annual growth rate of approximately 20% beginning 2025.
Silicom正在執行一項五年戰略計劃，旨在恢復穩定增長，到2028年將每股收益提高到約3美元，並通過積極的股票回購來利用其強勁的現金狀況。
2024年第一季度，Silicom根據其目前的股票回購計劃回購了約25萬股股票，總額爲410萬美元。
作爲其增長戰略的一部分，該公司正在擴大潛在的設計勝利，並重組了銷售薪酬以鼓勵這一點。
研發仍然是重點，有兩個重要的產品系列正在開發中，目標是人工智能領域的現有客戶群和新客戶。
該公司預計2024年的收入約爲7,000萬美元，而第二季度預計將產生1500萬至1700萬美元的收入，並計劃從2025年開始將複合年增長率約爲20％。
More details: Silicom IR
更多詳情： Silicom 紅外
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譯文內容由第三人軟體翻譯。