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Earnings Call Summary | NORDIC SEMICONDUCTOR(NDCVF.US) Q1 2024 Earnings Conference

Earnings Call Summary | NORDIC SEMICONDUCTOR(NDCVF.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 北歐半導體 (NDCVF.US) 2024 年第一季度業績會議
富途資訊 ·  04/25 05:47  · 電話會議

The following is a summary of the Nordic Semiconductor ASA (NDCVF) Q1 2024 Earnings Call Transcript:

以下是北歐半導體ASA(NDCVF)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Nordic Semiconductor reported a Q1 revenue of $74.5 million.

  • Margins went below expectations, landing at 48% due to varying factors.

  • Operating expenses reduced by approx. $4.5 million versus the previous year's Q1.

  • Despite reduced expenses, the company reported a negative EBITDA of $23 million.

  • Nordic expects Q2 revenue between $115 million and $135 million and aims to recover the gross margin back to circa 50%.

  • 北歐半導體公佈的第一季度收入爲7,450萬美元。

  • 由於各種因素,利潤率低於預期,降至48%。

  • 與去年第一季度相比,運營費用減少了約450萬美元。

  • 儘管減少了開支,但該公司報告的息稅折舊攤銷前利潤爲負2300萬美元。

  • 北歐預計第二季度收入在1.15億美元至1.35億美元之間,目標是將毛利率恢復到約50%。

Business Progress:

業務進展:

  • Nordic restructured into four product-oriented business units under new leadership.

  • They introduced two new business units, Short-Range and Long-Range.

  • Demand from end customers in both Tier 1 and broad market segments is improving.

  • The company expanded their cellular IoT offering by introducing nRF9151, a system-in-a-package solution.

  • In collaboration with Google, the company enabled third-party device manufacturers to use Google's Find My Device into Nordic's software development kit.

  • Despite low healthcare revenue in Q1, they expect equivalent recovery in Q2.

  • They continue to hold leadership in BLE connectivity market based on their design wins.

  • The company aims to restore the profitability and return to growth which may involve sharpening focus in certain areas.

  • They have initiated a project targeting organizational improvements to drive innovation and enhance the performance of their engineering teams.

  • 在新的領導下,Nordic重組爲四個以產品爲導向的業務部門。

  • 他們推出了兩個新的業務部門,即短程和長程。

  • 來自一級和廣泛細分市場的最終客戶的需求正在改善。

  • 該公司通過引入nRF9151(一種系統級封裝解決方案)擴展了其蜂窩物聯網產品。

  • 該公司與谷歌合作,使第三方設備製造商能夠在Nordic的軟件開發套件中使用谷歌的 “查找我的設備”。

  • 儘管第一季度醫療收入較低,但他們預計第二季度將出現同樣的復甦。

  • 憑藉其設計成果,他們繼續在BLE連接市場保持領先地位。

  • 該公司的目標是恢復盈利能力並恢復增長,這可能涉及加強對某些領域的關注。

  • 他們啓動了一個以組織改進爲目標的項目,以推動創新並提高工程團隊的績效。

更多詳情: 北歐半導體紅外

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