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Earnings Call Summary | Data I/O(DAIO.US) Q2 2024 Earnings Conference

Earnings Call Summary | Data I/O(DAIO.US) Q2 2024 Earnings Conference

業績會總結 | data i/o(DAIO.US) 2024年第二季度業績會
富途資訊 ·  07/26 17:03  · 電話會議

The following is a summary of the Data I/O Corporation (DAIO) Q2 2024 Earnings Call Transcript:

以下是Data I/O公司(DAIO)2024年第二季度業績電話會議摘要:

Financial Performance:

金融業績:

  • Data I/O reported a Q2 2024 revenue of $5.1 million, a decrease of 32% from the previous year.

  • Gross margin was at 55%, declining from previous year levels primarily due to lower sales volumes, despite marginal improvements over Q1 due to cost controls.

  • Reported a net loss of $797,000 in Q2 compared to a net income of $300,000 in the second quarter of 2023 largely due to lower revenue and a foreign tax expense.

  • Data I/O報告2024年第二季度營業收入爲510萬美元,比去年同期下降32%。

  • 毛利率爲55%,由於銷售量下降而下降,儘管由於成本控制的改善,較去年第一季度略有提高。

  • 數據顯示,由於營業收入減少和外國稅收開支等原因,2024年第二季度淨虧損79.7萬美元,相比之下,2023年第二季度淨利潤爲30萬美元。

Business Progress:

業務進展:

  • Highlighted strong traction in new customer acquisition, adding eight new customers in Q2.

  • Expressed continuous development in efficiency improvements including AI and machine learning to accelerate such gains.

  • Discussed operational readiness with existing manufacturing capacity to meet demand for automotive electronics as market conditions improve.

  • Noted significant achievement with the SentriX security provisioning platform setting a record for units processed.

  • 強調新客戶的快速增長,第二季度新增8個客戶。

  • 表示正在不斷髮展包括AI和機器學習在內的效率提高,以加速這些進展。

  • 討論了現有製造能力的運營準備工作,以滿足汽車電子市場條件改善帶來的需求增長。

  • 對SentriX安全配置平台取得的重大成就表示讚賞,並創造了處理記錄。

Opportunities:

機會:

  • Expected to benefit from the shipping of a strong contractual backlog projected for the second half of 2024.

  • Emphasized opportunities in edge AI applications, particularly in sectors like automotive ADAS, IoT, and smart cities, which are expected to drive future demand.

  • Pointed to a firm backlog in bookings primarily from the IoT industrial and EMS markets, indicating resilient demand outside the automotive sector.

  • Projected a potential shift towards recovery in the automotive sector, though timing remains uncertain.

  • 預計將受益於強勁合同積壓的發貨,預計在2024年下半年實現。

  • 強調邊緣AI應用的機遇,尤其是在汽車ADAS、物聯網和智能城市等領域,這些領域預計將推動未來的需求增長。

  • 指出預訂方面在物聯網工業和EMS市場存在堅實的積壓,表明汽車行業以外的需求具有彈性。

  • 預計可能出現向汽車行業的復甦,儘管時機仍不確定。

Risks:

風險:

  • Acknowledged current softness and delay in demand particularly from automotive sector in North America with significant impacts on North American revenue.

  • Mentioned the impact of political and economic conditions potentially delaying capital investments in the automotive industry.

  • 承認當前在北美汽車行業中需求的疲軟和延遲,對北美收入產生巨大影響。

  • 提到政治和經濟條件對汽車行業資本投資的潛在影響,有可能導致延遲。

More details: Data I/O IR

更多詳情請參見Data I/O Investor Relations網頁。

Tips: 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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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