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We expect to report third quarter revenues of $3.1 million and operating expenses of approximately $2.5 million and are updating our second half revenue outlook to between $6.0 million and $6.8 million as we continue to build upon our technology leadership position in ultra-high-speed cabling for datacenters and hyperscalers1," said Raouf Halim, Chief Executive Officer. "We continue to see progress with our hyperscale customers as they move toward leading edge 800G and 1.6TB data rate interconnects deployed in the most advanced implementations, such as artificial intelligence. Hyperscalers are also increasingly sensitive to the high power requirements for other cabling options, which can exceed the power required by the switch itself. Spectra7's ACC cables provide a unique solution to this challenge and reduce both the capital cost and operating cost of a hyperscale data center. We believe the ACC connectivity market opportunity is estimated to reach $1 billion by 20272," said Mr. Halim. 2H FY 2023 Outlook1 The Company anticipates revenue for the second half of 2023 to be in the range of $6.0 million to $6.8 million, updated from a range of $5.5 million to $7.0 million. The Company also anticipates maintaining its efficient operating expense structure and non-IFRS operating expenses3 for 2H 2023 at a range of $4.5 million to $4.9 million (non-IFRS operating expenses for 1H 2023 were $4.6 million).
Vandaag stevig bijgekocht!! Eens moet je op de trein springen of je mist hem. @Steve: denk je dat de balans/schuldpositie het kan uithouden tot de grotere contracten in de cijfers komen? De EBITDA is alvast gunstig aan het evolueren. Spectra7 zal door de stijgende omzet stilaan ook wel meer schaalvoordelen genieten om de vaste kosten de dekken.
Ja dat denk ik wel. De cash dat binnenkomt door PSVR2 is heel belangrijk. Zeker in Q4 gaan er veel verkocht worden. Verder hebben ze een model dat schaalvergroting toelaat zonder eigen investeringen. Ik zie het helemaal goed komen.
Enig idee waarom NVIDIA Melanox overkocht en niet Spectra7? Wat zijn voor of nadelen product Melanox tov Spectra7?dank??
Record First 9 Months 2023 Revenue November 7th, 2023 SAN JOSE, CA - (PR NewsWire) – (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. (“Spectra7” or the “Company”), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, today announced its financial results for the three and nine months ended September 30, 2023. A copy of the interim consolidated financial statements for the three and nine months ended September 30, 2023 and the corresponding management’s discussion and analysis (the “MD&A”) will be available under the Company’s profile on www.sedarplus.ca. Unless otherwise indicated, all dollar amounts in this press release are expressed in US dollars. “We are excited to report third quarter revenues of $3.2 million, maintaining our record revenue pace through the first nine months of the year of $9.6 million, even with the delayed hyperscaler upgrade cycle that we believe will offer significant sales opportunities for our Active Copper Cable solutions ahead1. We have also maintained our cost-efficient operating structure, with non-IFRS operating expenses2 of approximately $2.5 million for the third quarter,” said Raouf Halim, Chief Executive Officer. “We are pleased to see clear signs of progress toward leading edge 800G and 1.6TB data rate interconnects to be deployed in the most advanced implementations at our hyperscale customers. New high-growth applications, such as artificial intelligence, are increasingly sensitive to not only bandwidth demands, but also the high-power requirements of other cabling options, some of which even exceed the power required by the switch itself. Spectra7’s ACC cables provide a unique solution to this challenge, reducing both the capital cost and operating cost of a hyperscale data center. We believe the ACC connectivity market opportunity is estimated to reach $1 billion by 20273,” said Mr. Halim. “We are actively engaged with a major data center operator to deploy our ACC solutions in their AI clusters, and working with a range of industry players to support additional data center needs at other customers as they upgrade to next generation switches. Given our continued record sales pace, we have updated our second half revenue outlook to between $6.0 million and $6.8 million as we continue to build upon our technology leadership position in ultra-high-speed cabling for datacenters and hyperscalers1,” said Mr. Halim. THIRD QUARTER 2023 FINANCIAL HIGHLIGHTS Third quarter 2023 revenue of $3.2 million, and $9.6 million through the first nine months of 2023, compared with $2.7 million and $8.3 million in the respective 2022 periods. Gross margin4 as a percentage of revenue in the third quarter was 50% compared to 55% in the same quarter in the prior year, due to certain inventory produced with additional cost during wafer shortages, and is expected to improve in the fourth quarter1. Non-IFRS operating expenses2 were $2.5 million in the third quarter, compared to $1.9 million in the same quarter in the prior year and $2.4 million in the second quarter of 2023 as the Company continues to maintain a cost-efficient operating approach. Basic and diluted loss per share for the third quarter was $(0.04), compared to a basic and diluted loss per share of $(0.04) in the same period of 2022. EBITDA5 loss in the third quarter was $0.7 million, compared with an EBITDA loss of $0.2 million in the same period of 2022 and EBITDA loss of $0.1 million in the second quarter 2023, due to increased investment in product development to address growing market opportunities. 2H 2023 OUTLOOK1 The Company anticipates revenue for the second half of 2023 to be in the range of $6.0 million to $6.8 million, updated from a range of $5.5 million to $7.0 million. The Company also anticipates maintaining its efficient operating expense structure and non-IFRS operating expenses2 for 2H 2023 at a range of $4.5 million to $4.9 million (non-IFRS operating expenses for 1H 2023 were $4.6 million). CFO LEAVE OF ABSENCE The Company also announces that its Chief Financial Officer, Bonnie Tomei, is taking a personal leave of absence effective December 1, 2023 due to a family medical matter. The leave is expected to be for approximately three months but may be adjusted as necessary. Spectra7 expects to hire an interim CFO and does not anticipate any interruption to its ongoing business plans or outlook1.
Mellanox deed meer dan alleen cable verkopen. Ook rond achitectuur was Mellanox een goeie naam. Ze konden blijkbaar heel erg goed datacenters inrichten.
Het zal nu wel niet lang meer duren voor er daadwerkelijk orders worden geplaatst door datacenters. Het venster sluit zich. Spannende tijden.
MACOM (concurrent van S7) zegt dat ze nog niet in productie zijn. En dat ze opportuniteiten ziet waar vroeger optical gebruikt werd, nu analoog or koper gebruikt wordt. Alles te maken met kosten, goed nieuws voor S7 en opnieuw een bevestiging van het Nvidia nieuws rond koper
MACOM: Our data center end market revenues grew sequentially in Q4. In addition, for the full fiscal year 2023, data center revenues grew by 6% year-over-year, growth that was primarily driven by high data rate short-reach applications. The data center market continues to provide growth opportunities for MACOM, and we expect new product introductions will be the primary growth driver for us in this market. We are focused on designing and producing industry-leading XPoint switches, high-speed TIAs and laser drivers for a wide range of applications. Our strategy is to be the first to market when data rates jump to higher speeds. As an example, we recently announced and demonstrated an industry-leading [ 200G per lane transom penetsamplifier], or TIA, for short-reach applications and a 200G per lane linear equalizer for use in active copper cables. Both products will support 1.6G deployments. Data center architectures continue to evolve. We believe many of today's deployments require significantly more short-reach optical and/or copper cable to make connections. Our high-performance connectivity team offers an industry-leading portfolio of products at 50G, 100G and 200G per channel to support these requirements. In some applications, our solutions enable lower cost lower latency and lower power consumption versus traditional solutions.Additionally, our linear equalizer products enable copper interconnects to be extended in reach and into higher-speed applications. Previously, a market segment addressed with more expensive active optical cables or AOCs and pluggable transceivers.
Klinkt interessant, helaas behoorlijk hoge P/E van plusminus 65
Mon, November 20, 2023 at 3:00 PM GMT+1 In this article: SPVNF +5.01% Watchlist Significant Event | 1dyahoo plus badge Spectra7 Appoints David Mier as Interim CFO Extensive Tech Industry Experience and Former CFO of the Company SAN JOSE, Calif., Nov. 20, 2023 /CNW/ -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, today announced the appointment of David Mier as Interim Chief Financial Officer. The Company previously announced that its Chief Financial Officer, Bonnie Tomei, is taking a personal leave of absence effective December 1, 2023 due to a family medical matter. The leave is expected to be for approximately three months but may be adjusted as necessary. (PRNewsfoto/Spectra7 Microsystems Inc.)
Gaat de tent failliet.....????
Ziet er niet helemaal lekker uit…
Foto 4 Info herhaling laatste
Bobbert schreef op 28 december 2023 18:29 :
Foto info
Omzet is dus totaal ingestort.
@Steve: heeft S7 voldoende cash/liquiditeitsbuffer om dit uitstel door te komen of moeten we ons echt zorgen maken?
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