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業績會議記錄摘要：
Financial Performance:
金融業績：
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報告2024財年第二季度創收紀錄，爲9300萬美元。
首次實現非通用會計準則下的每股收益盈利，強勁增長主要來源於航空航天與國防領域。
非通用會計準則下的毛利率達到18.9%，處於指導範圍的上限，得益於ATS和晶圓服務收入的混合。
淨利潤每股收益報告爲0.02美元（非通用會計準則）。
Business Progress:
業務進展：
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.
該公司的Advanced Technology Services（ATS）正經歷強勁需求，特別是來自航空航天計劃。
推出多光束高生產力直寫圖案構制系統以擴大技術能力，目標是涵蓋安全芯片識別、先進封裝等方面。
宣佈ATS與醫學先驅QuantumPsi的客戶成功轉型到晶圓服務，凸顯了對創新醫療技術持續參與的重視。
2024年ATS發展收入增長預計將比2023年增加10%到20%。
Opportunities:
機會：
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.
通過由客戶提供的工具安裝在fabs中增加新功能的舉措，顯示出強烈的客戶承諾和合作投資趨勢。
推出多光束電子束光刻系統，增強了SkyWater的技術產品，滿足先進設計需求，可能吸引更多高價值客戶。
以300毫米爲基礎的風扇外發封裝線的工具進入高級封裝市場，滿足國內高級服務的明顯需求。
拓展到下一代生物醫學和熱成像技術。
Risks:
風險：
Wafer Services revenue continues to show weakness due to the broader industrial market downturn, expected to persist for additional quarters.
晶圓服務收入由於廣泛的工業市場衰退而持續顯現出疲弱態勢，預計將持續數個季度。
More details: SkyWater Technology IR
更多細節請參考SkyWater Technology IR。
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。