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Earnings Call Summary | WISeKey(WKEY.US) Q4 2023 Earnings Conference

Earnings Call Summary | WISeKey(WKEY.US) Q4 2023 Earnings Conference

業績電話會議摘要 | WiseKey (WKEY.US) 2023 年第四季度業績發佈會
富途資訊 ·  05/22 06:02  · 電話會議

The following is a summary of the WISeKey International Holding AG (WKEY) Q4 2023 Earnings Call Transcript:

以下是WiseKey國際控股股份公司(WKEY)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • WISeKey reported an annual revenue growth of 30% amounting to $31 million in 2023.

  • The company improved its gross profit to $50 million with a profit margin of 48%, indicating good cost management.

  • It ended 2023 with total assets of $48 million and a healthy cash position of $50 million, increased further to $30 million in the first half of 2024, providing a solid financial foundation for strategic investments.

  • WiseKey報告稱,2023年年收入增長30%,總額爲3,100萬美元。

  • 該公司的毛利潤提高至5000萬美元,利潤率爲48%,這表明了良好的成本管理。

  • 截至2023年,其總資產爲4,800萬美元,現金狀況良好,爲5000萬美元,在2024年上半年進一步增加至3000萬美元,爲戰略投資提供了堅實的財務基礎。

Business Progress:

業務進展:

  • The company is making significant investments in R&D, including a next-generation post-quantum microchip and a satellite constellation enhancing IoT services.

  • In 2024, growth is scheduled to be fueled by Microsoft Cloud, with the company accelerating investments in its cloud infrastructure and transitioning towards recurring revenue for its subsidiaries.

  • An OSAT center is under development in Arizona, planned for operation by 2025.

  • WISeKey is in a transitional phase, expecting a temporary dip in growth as it pivots towards new semiconductors.

  • Revenue growth from new sources (absent last year) and a robust cash position forecast a promising financial stand in upcoming years.

  • Witnessing growing demand for its advanced chips, the company is set to launch its post-quantum chip commercially by the second quarter of the following year, which is projected to generate substantial revenue from H2.

  • Continued expansion in the satellite operations and asset tokenization domains, along with the launching of next-generation chips and satellites, are expected to substantially drive growth from 2025 onwards.

  • 該公司正在研發方面進行大量投資,包括下一代後量子微芯片和增強物聯網服務的衛星星座。

  • 2024年,微軟雲計劃推動增長,該公司將加快對雲基礎設施的投資,並向子公司的經常性收入過渡。

  • 亞利桑那州正在開發一個OSAT中心,計劃於2025年投入運營。

  • WiseKey正處於過渡階段,預計隨着其轉向新的半導體,增長將暫時下降。

  • 來自新來源的收入增長(去年沒有)和強勁的現金狀況預示着未來幾年的財務狀況前景樂觀。

  • 目睹對其先進芯片的需求不斷增長,該公司計劃在次年第二季度之前將其後量子芯片商業化,預計這將從下半年產生可觀的收入。

  • 預計從2025年起,衛星運營和資產代幣化領域的持續擴張以及下一代芯片和衛星的推出將大大推動增長。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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