财务数据和关键指标变化 - 2024年3月季度收入为7.5亿美元,环比增长7% [10] - 滤波器相关收入环比增长13%,为公司历史第三高 [10] - 公司前10大客户占收入64%,前25大客户占收入78% [11][12] - 亚洲客户占收入48%,北美占39%,欧洲占13% [12] - 公司前两大客户为亚洲客户,占收入36% [12] - 2024年6月季度收入预计持平至下降5%,主要受Wi-Fi 6E项目终止和向Wi-Fi 7过渡的影响 [32] - 公司采取积极的成本节约措施,预计2024年6月季度经营现金流亏损将环比减少30% [33] - 预计未来9个月内实现经营现金流平衡 [33] 各条业务线数据和关键指标变化 - Wi-Fi业务: - 成功开始向两家ODM供应Wi-Fi 7滤波器,其中包括首款用于企业Wi-Fi的单晶滤波器 [18] - 获得一家新的企业级Wi-Fi 7客户的设计赢单 [20] - 预计2024年6月季度将开始向一家企业级客户批量供应Wi-Fi 7滤波器 [21] - 预计2024年6月季度将获得多个运营商Wi-Fi 6E和7的设计赢单 [21] - 预计2024年6月季度将推出至少7款新的Wi-Fi 7三频和四频滤波器 [21] - 5G移动市场: - 向一家二线5G移动前端模块客户交付了前两款滤波器,第三款滤波器仍在客户设计中 [22] - 预计2024年6月季度将与一家新的一线亚洲合作伙伴签订采购协议 [23] - 网络基础设施: - 成功获得两家一线基础设施客户的认证供应商资格 [24] - 向一家一线客户交付了针对5G n104频段的滤波器 [24] - 预计2024年6月季度将获得一家一线客户针对大规模MIMO的n104频段滤波器开发订单 [25] - 国防及其他市场: - 继续推进DARPA COFFEE项目的第二阶段合同 [26][27] - 向两家国防客户交付了新的XForge PDK [27] - 完成了2.4GHz Wi-Fi CPE汽车滤波器的设计和样品交付 [27] - 预计2024年6月季度将获得一份新的针对20GHz以上XP3F滤波器的政府合同 [29] - 预计将获得一个面向欧洲市场的V2X设计赢单 [29] - 预计将推出至少两款新的针对V2X和时序应用的XBAW滤波器 [29] 公司战略和发展方向及行业竞争 - 公司积极参与CHIPS法案相关的政府研究项目,已成为6个ME Commons Hubs的成员,并有两个正在进行的研究项目 [15] - 公司预计将获得2.8-4亿美元的CHIPS法案投资税收抵免 [17] - 公司在Wi-Fi 7、5G移动、网络基础设施和国防等领域持续取得进展,保持乐观态度 [13][18-29] - 公司正积极采取成本节约措施,包括裁员和追求政府税收抵免,以降低现金流亏损 [33] - 公司正面临与Qorvo的专利诉讼,结果存在不确定性,可能对公司的价值、运营和融资能力产生重大影响 [36-41] 管理层对经营环境和未来前景的评论 - 公司对Wi-Fi 7、5G移动、网络基础设施和国防等领域的市场机会保持乐观态度 [43] - 公司正专注于改善收支状况,包括降低产品成本、提高毛利率,以及采取必要的成本节约措施 [44] - 公司相信这些措施将有助于在当前经济环境下实现增长 [45]

Akoustis (AKTS) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to loss of $0.20 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.19, delivering a surprise of -5.56%. Over the last four quarters, the company has not been abl ...

财务业绩 - 第三财季营收环比增长7%，达到750万美元，其中与滤波器相关的营收环比增长13%，为公司历史第三高[1] - 预计六月季度销售收入在700万至750万美元之间[2] - 2024年3月31日资产总额为1.02599亿美元，较2023年6月30日减少了4.4亿美元[7] - 2024年3月31日净亏损为2.33.08亿美元，较2023年3月31日净亏损增加了7.76亿美元[8] - 非GAAP净亏损为1.31.43亿美元，较2023年3月31日净亏损减少了0.49亿美元[9] 业务发展 - 公司预计在未来九个月内实现经营性现金流达到盈亏平衡[3] - 公司预计在2024年下半年与关键Wi-Fi 7项目或企业客户取得进展[4] - 推出两款新的2.4 GHz XBAW RF滤波器，获得汽车Wi-Fi和接入点应用设计赢得和量产订单[5] - 获得海军研究办公室（ONR）的新项目奖励，资助RF滤波器复用器项目[5] - XBAW滤波器产品需求强劲，销售管道不断扩大，公司继续在目标市场获得新的设计赢得[6] 风险提示 - 公司面临的风险包括：有限的运营历史、无法筹集额外资本继续作为持续经营、无法产生收入或实现盈利、股票未能满足纳斯达克资本市场继续上市的最低要求、疫情、原材料、劳动力和燃料价格上涨、研发活动结果、产品市场接受度、竞争、无法成功扩展纽约晶圆厂、商业收购预期效益未能实现、涉及外国业务的风险、专利数量有限、未能吸引和留住合格人员、诉讼结果、依赖第三方完成产品制造过程、产品质量和缺陷、未能成功制造、营销和销售基于技术的产品、未能创新或适应新兴技术、未能遵守监管要求、股票波动和流动性、未能实施商业计划或策略、未能保持有效的财务报告内部控制、未能获得或保持可信晶圆厂认证或纽约晶圆厂、制造产品所需的供应短缺[15]

Q3 Revenue Up 7% Quarter-Over-Quarter Filter-Related Revenue Up 13% Quarter-Over-Quarter, Third Highest in Company History Growth, Cost Savings Initiatives, CHIPS Act ITC Refund Support Operating Cash Flow Breakeven in Next Nine Months Robust Customer Activity in Wi-Fi AP, 5G Infrastructure, Defense, Timing Control, Semiconductor Back-End Services Company to Host Investor Update Call Today at 8:00 am ET Charlotte, N.C., May 13, 2024 (GLOBE NEWSWIRE) -- Akoustis Technologies, Inc. (NASDAQ:AKTS) ("Akoustis" o ...

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: 001-38029 AKOUSTIS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 33-1229 ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Akoustis (AKTS) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move ...

Tier-1 Customer to Use High-Performance Akoustis XBAW® Filters for Two Wi-Fi 7 Fixed Wireless Access Enterprise and Home Gateway Platforms Company Has Received Orders to Support Production Ramp Throughout Calendar Year 2024 Charlotte, N.C., May 01, 2024 (GLOBE NEWSWIRE) -- Akoustis Technologies, Inc. (NASDAQ:AKTS) ("Akoustis" or the "Company"), an integrated device manufacturer (IDM) of patented bulk acoustic wave (BAW) high-band RF filters for mobile and other wireless applications, announced today the int ...

Speculative penny stocks: we all love them and they’re super dangerous. You “invest” at your own risk, let me be 100% clear about that. Since you’re already here, I’m assuming that you already know the drill and have accepted the risk. Let me just say before we start that the market typically represents a balance between predictability and potentiality. And these are inverse concepts. If you want high predictability (blue-chip stocks, for example), you must sacrifice upside potentiality. On the flipside, if ...

Tier-1 Customer to Use High-Performance Akoustis XBAW® Filters in 4X4 MU-MIMO Enterprise Router Platform Company Has Received Volume Orders to Facilitate Production Ramp in the Second Half of Calendar Year 2024 Charlotte, N.C., April 08, 2024 (GLOBE NEWSWIRE) -- Akoustis Technologies, Inc. (NASDAQ:AKTS) ("Akoustis" or the "Company"), an integrated device manufacturer (IDM) of patented bulk acoustic wave (BAW) high-band RF filters for mobile and other wireless applications, announced today that high-performa ...

New High-Performance 2.4 GHz Channel 1-11 XBAW® Bandedge RF Filters for Improved Wi-Fi Range and Coexistence with LTE The A10124 and A10324 is Currently Sampling and Slated for Production Second Half of Calendar Year 2024 Charlotte, N.C., April 03, 2024 (GLOBE NEWSWIRE) -- Akoustis Technologies, Inc. (NASDAQ:AKTS) ("Akoustis" or the "Company"), an integrated device manufacturer (IDM) of patented bulk acoustic wave (BAW) high-band RF filters for mobile and other wireless applications, announced today two new ...