BEVERLY, Mass., May 7, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (NASDAQ: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced the company's plans to participate in the following upcoming investor conferences:The 24th Annual B. Riley Institutional Investor Conference on Wednesday, May 22nd at the Beverly Hilton, Beverly Hills, CA.  Management will host a fireside chat at 9:45 am Pacific Time.  Management will also be available for one-on-one meetin ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-30941 AXCELIS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 34-1818596 (S ...

财务数据和关键指标变化 - 第一季度收入为2.524亿美元,较上年同期增长 [6] - 每股摊薄收益为1.57美元,较上年同期增长10% [6][18] - 毛利率为46%,较上年同期提升 [21] - 预计第二季度收入约2.45亿美元,毛利率约43.5% [17] - 预计全年毛利率将超过45% [22] 各条业务线数据和关键指标变化 - 系统收入占总收入的77.5%,维修服务及备件收入占22.5% [18] - 电力设备(包括碳化硅和IGBT)占系统收入的55% [9] - 碳化硅设备占电力设备收入的76% [9] - 预计2024年电力设备(碳化硅和IGBT)占系统出货量约60% [9] 各个市场数据和关键指标变化 - 中国市场占总收入的59%,美国17%,日本7%,欧洲4%,韩国4%,其他地区9% [8] - 成熟工艺节点(包括电力设备)占系统收入的99%,DRAM占1% [8] - 预计中国市场将占季度系统收入的40%-60% [10] 公司战略和发展方向及行业竞争 - 公司是离子注入领域的技术领导者,提供最全面的产品系列和制造能力 [12] - 公司将继续投资研发,专注于Purion产品线的扩展和升级,以巩固在电力和日本先进逻辑市场的地位 [24] - 公司看好电力设备(尤其是碳化硅)、人工智能等行业的长期增长机遇 [12][13][14][15] 管理层对经营环境和未来前景的评论 - 公司对2024年下半年的业绩表现持乐观态度,预计将好于上半年 [10][17] - 内存市场复苏时间推迟,预计2025年DRAM和NAND将出现强劲复苏 [10] - 公司将在2024年7月11日的投资者日上发布新的长期财务模型 [30] 问答环节重要的提问和回答 问题1 **Craig Ellis 提问** 询问订单活动的稳定性以及第二半年收入增长的线性情况 [40][41] **Russell Low和Jamie Coogan回答** - 公司目前运营年化收入约10亿美元,预计下半年将有更强劲的表现 [44][45][46][47] - 下半年收入增长可能更多集中在第四季度 [45][47] 问题2 **Tom Diffely 提问** 询问内存市场复苏推迟的原因 [53][54] **Russell Low和Jamie Coogan回答** - 内存市场复苏时间推迟,但长期趋势仍然向好,公司正密切关注客户动态 [55][56][57][59] 问题3 **Charles Shi 提问** 询问各主要市场(碳化硅电力、常规电力、成熟工艺)的趋势 [66][67][68][69][70][71] **Russell Low和Jamie Coogan回答** - 碳化硅电力持续强劲,常规电力有所下降,但成熟工艺市场正在复苏 [68][69][70] - 预计成熟工艺市场在下半年将有所增长 [70][71]

Axcelis Technologies (ACLS) reported first-quarter 2024 non-GAAP earnings per share (EPS) of $1.57, which surpassed the Zacks Consensus Estimate of $1.26. The bottom line increased 9.8% year over year.Revenues in the quarter totaled $252.4 million, beating the Zacks Consensus Estimate by 4%. Healthy shipments to China, coupled with impetus in the implant-intensive power device segment, notably silicon carbide, are driving top-line growth. The company is also making strides in capturing new global customers ...

业绩总结 - Axcelis在2024年第一季度实现了稳健的财务表现，收入为2.524亿美元，每股收益为1.57美元[6] - Axcelis预计2024年第二季度的营收将约为2.45亿美元，毛利率约为43.5%[8] 用户数据 - Axcelis是全球技术开发和制造离子注入系统的领先者，服务于价值约27亿美元的离子注入系统市场[4] - Axcelis在成熟市场占有70%以上的植入技术总可寻址市场(TAM)，并且在成熟工艺技术方面处于极佳位置[5] 新产品和新技术研发 - Axcelis的Purion产品系列持续推动公司增长，针对高价值应用和市场细分领域[19] 市场扩张和并购 - 公司将继续投资于能够推动强劲收入增长和毛利率扩张的倡议[33] - 近期，公司将专注于发展植入业务，但也开始探索并购以超越13亿美元的植入驱动业务模式[33] 其他新策略和有价值的信息 - 公司董事会批准了一项1亿美元的股票回购计划，截至2023年8月，额外融资为2亿美元[33] - Axcelis Technologies, Inc是一家在纳斯达克上市的公司[35] - 公司股票代码为ACLS[35] - 公司总市值为3300亿美元[35]

Exhibit 99.1 News Release Axcelis Announces Financial Results for First Quarter 2024 Revenue, Gross Margin and EPS Beat Guidance BEVERLY, Mass. — May 1, 2024—Axcelis Technologies, Inc. (Nasdaq: ACLS) today announced financial results for the first quarter ended March 31, 2024. The Company reported first quarter revenue of $252.4 million, compared to $310.3 million for the fourth quarter of 2023. Gross margin for the quarter was 46%, compared to 44.4% in the fourth quarter. Operating profit for the quarter w ...

Revenue, Gross Margin and EPS Beat Guidance  BEVERLY, Mass., May 1, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS) today announced financial results for the first quarter ended March 31, 2024. The Company reported first quarter revenue of $252.4 million, compared to $310.3 million for the fourth quarter of 2023. Gross margin for the quarter was 46%, compared to 44.4% in the fourth quarter. Operating profit for the quarter was $56.5 million, compared to $79.1 million for the fourth quarter. N ...

Axcelis Technologies Inc (ACLS) is slated to report first-quarter 2024 results on May 1.ACLS anticipates first-quarter revenues of approximately $242 million. Earnings per share (EPS) for the quarter are projected to be approximately $1.22.The Zacks Consensus Estimate for first-quarter revenues is pegged at $242.6 million, which suggests a decline of 4.5% from a year ago. The consensus mark for EPS is pegged at $1.26, indicating a decrease of 11.9% from the prior-year levels.ACLS’ earnings beat the Zacks Co ...

smshoot/iStock via Getty Images Summary The semiconductor sector has been the center of attraction with the onslaught of generative AI. However, there are many subsectors in the industry that have not participated in the rally nor are expected to see meaningful demand from the build-out of AI as it is known today. The chip sector while a key infrastructure in modern economies is cyclical with far lower growth rates seen during the pandemic shortages and the current AI demand. Many companies are experiencing ...

股价表现 - Axcelis Technologies (ACLS) 最近的股价表现良好，比前一天的收盘价上涨了1.95%[1] 财报预测 - Axcelis Technologies 即将发布财报，预计每股收益将下降11.89%[3] 分析师评级 - Axcelis Technologies 目前的 Zacks Rank 为 3 (Hold)，显示出分析师对公司的商业和盈利前景持谨慎态度[7]