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Akoustis to Attend the 36th Annual Roth Conference on March 17-19, 2024
Newsfilter· 2024-03-11 19:00
Charlotte, N.C., March 11, 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 founder and CEO Jeff Shealy will attend the 36th Annual Roth Conference that takes place on March 17-19, 2024, in Laguna Niguel, California. Investors that would like to schedule a meeting with Akoustis management should con ...
Akoustis to Attend GOMACTech 2024 in Charleston from March 19-20
Newsfilter· 2024-02-15 20:00
Charlotte, N.C., Feb. 15, 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 the Company will an exhibitor at the GOMACTech Conference. The event is being held in Charleston, South Carolina, at the Embassy Suites by Hilton, Charleston Convention Center from March 18-21, 2024. Akoustis will be featured ...
Akoustis Technologies(AKTS) - 2024 Q2 - Earnings Call Transcript
2024-02-14 01:38
财务数据和关键指标变化 - 2023年12月季度收入为7百万美元,与上一季度持平,但同比增长20% [43] - 2023年12月季度GAAP经营亏损为1500万美元,主要由于收入7百万美元,人工成本8百万美元,折旧摊销3.2百万美元和其他运营成本10.8百万美元 [44] - 2023年12月季度GAAP每股净亏损为0.21美元 [44] - 2023年12月季度资本支出为1.6百万美元,完成了纽约工厂产能扩张至每年5亿个滤波器 [46] - 2023年12月季度经营活动现金流出为11.3百万美元,包括裁员相关的额外工资成本、法律费用增加以及应收账款和其他应收款的增加 [46] 各条业务线数据和关键指标变化 - Wi-Fi业务: - 获得了两个Wi-Fi 7解决方案的设计赢单,包括与一家美国电信运营商和两家企业级客户 [18][20][21] - 预计2024年3月季度将开始为两个Wi-Fi 7项目量产XBAW滤波器 [22] - 5G移动业务: - 向一家一级RF部件客户出货采用WLP封装的滤波器,该客户是公司前10大客户 [23][24] - 向一家二级5G移动射频前端模块制造商出货了三个Wi-Fi滤波器中的第一个 [25][27] - 与第五家移动合作伙伴建立了合作关系,为其提供XBAW工艺和晶圆代工服务 [26] - 网络基础设施业务: - 完成了5G Band 41和5G 3.8GHz网络基础设施滤波器解决方案的重新设计 [28][30] - 预计2024年3月季度将获得一份来自一家一级卫星通信供应商的晶圆代工订单 [30] - 国防及其他市场: - 获得了一个用于汽车无线电池管理系统的BAW滤波器设计赢单 [32] - 完成了一个关键客户用于可调谐振荡器应用的第二代XBAW谐振器的认证 [33] - 向一家一级国防客户交付了第一个使用XP3F技术的X波段BAW滤波器 [34][35] 各个市场数据和关键指标变化 - 按地区销售占比:亚洲40%、北美47%、欧洲13% [10] - 按客户类型占比:前10大客户58%,前25大客户74% [9] - 前两大客户分别为亚洲和美国客户,合计占30%销售额 [10] 公司战略和发展方向及行业竞争 - 公司继续专注于降低成本和开支,预计将大幅降低现金消耗 [13][48][49] - 获得CHIPS法案相关的税收抵免,预计未来12-15个月可获得370-470万美元的退税 [17] - 加入了3个国防部电子战研究中心,获得了新的政府研究项目合作机会 [15][16] - 正在申请加入更多研究中心,并有数百万美元的新项目提案正在评审 [16][40] - 推出了新的XP3F技术,可扩展至18GHz频段,并获得DARPA的额外研发资金支持 [35][36][41] 管理层对经营环境和未来前景的评论 - 2023年下半年Wi-Fi客户渠道库存积压已得到缓解,需求正在恢复 [11][12] - 预计2024年3月季度收入将环比增长18%-25%,创历史新高 [12] - 正在采取积极的成本节约措施,预计2024年3月季度经营现金流亏损将环比下降30%-38%,6月季度将再下降30%-40% [48] - 预计2023年12月季度实现经营现金流平衡 [49] 问答环节重要的提问和回答 问题1 **Anthony Stoss 提问** 询问了2024年12月季度的收入、毛利率和各季度的营业费用预期 [59][60][61][62] **Kenneth Boller 回答** - 预计2024年12月季度收入在1100-1500万美元区间,毛利率20%-25%可实现经营现金流平衡 - 预计未来几个季度营业费用将降至每季度约1000万美元 - 正在采取多项措施来提升毛利率,包括降低现有产品的基板成本,以及推出更多低成本的新产品 [60][61][62] 问题2 **Craig Ellis 提问** 询问了消费级和企业级Wi-Fi业务的发展情况 [75][76][77][78][79][80][81][82][83][84][85][86][87] **David Aichele 和 Jeffrey Shealy 回答** - 企业级Wi-Fi 7业务增长强劲,单机产品价值是Wi-Fi 6E的2-4倍 - 运营商Wi-Fi 6E和Wi-Fi 7业务也在恢复增长,订单和设计赢单情况良好 - 消费级Wi-Fi 7业务也在逐步拓展,因为性能需求高于价格敏感性 - 国防及其他市场业务也有较好的发展势头,特别是DARPA项目和新的政府研究项目 [76][77][78][79][80][81][82][83][84][85][86][87] 问题3 **Suji Desilva 提问** 询问了不同业务线在未来1-2年的相对贡献情况 [93][94][95][96][97][98] **Jeffrey Shealy 回答** - Wi-Fi业务有望保持强劲增长,得益于Wi-Fi 7产品的高附加值 - 国防及其他市场业务也有望在未来1年内增长约3倍 - 移动业务是一个潜在的增长点,但目前还处于早期阶段 - 整体而言,公司的业务模式和发展计划都高于当前的财务预测 [94][95][96][97][98]
Akoustis (AKTS) Reports Q2 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-02-13 22:51
Akoustis公司财务表现 - Akoustis (AKTS)在2023年12月的季度报告中每股亏损$0.19,略低于Zacks Consensus Estimate的每股亏损$0.18[1] - Akoustis在过去四个季度中未能超过市场预期的每股收益[2] - Akoustis在2023年12月的季度营收为$7.02百万,超过Zacks Consensus Estimate 0.46%[3] - Akoustis股价自年初以来下跌约12.3%,表现不佳[4]
Akoustis Technologies(AKTS) - 2024 Q2 - Quarterly Report
2024-02-13 00:00
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 December 31, 2023 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 33-1 ...
3 attractive stocks that insiders are buying
InsiderTrades· 2024-02-12 23:59
Key Points Columbia Banking System is a high-yielding stock whose price fell to a long-term low; insiders are buying. Akoustis Technologies is in a hyper-growth phase, and the insiders are buying. CG Oncology has a major approval on the horizon and could be a takeover target; its insiders are buying. Insider buying is as active as ever, with many of the same stocks bought in 2023 on the radar in 2024. New names such as Columbia Banking System (NASDAQ: COLB), Akoustis Technology(NASDAQ: AKTS), and CG Oncolog ...
Akoustis Receives Wi-Fi 7 Design Win from Tier-1 US-Based Carrier
Newsfilter· 2024-02-12 20:00
合作与产品 - Akoustis Technologies宣布与一家美国领先的运营商合作,将其两款XBAW®滤波器集成到Wi-Fi 7路由器平台中[1] - 这些下一代Wi-Fi 7共存滤波器设计用于客户的4x4 MIMO Wi-Fi 7 AP路由器平台,支持5.5 GHz和6.5 GHz频段的共存[2] - XBAW®滤波器支持高达46 Gbps的Wi-Fi 7数据速率,是Wi-Fi 6E最大数据速率的五倍,已获得客户的大量订单,计划在2024年9月季度开始生产[3]
Insider Favorites: 7 Stocks with Bullish Buying Signals
InvestorPlace· 2024-02-12 03:55
While investors shouldn’t get too focused on any one signal, a great source of confidence stems from insider favorite stocks. As the old adage goes, it’s difficult to tell what insider selling means. After all, investors could exit a position for a number of reasons, including mundane ones including for tax purposes. However, insider buying points to a single logical conclusion: the buyers believe shares will move higher. Discounting the idea of deliberate irrationality, everybody invests for one reason and ...
Akoustis Achieves Wi-Fi 7 Design Win and Volume Orders for Two New Programs from Current Tier-1 Enterprise Wi-Fi AP Solutions Provider
Newsfilter· 2024-02-08 20:00
公司背景 - Akoustis Technologies, Inc.(NASDAQ:AKTS)是一家集成设备制造商(IDM),专利批量声表面波(BAW)高频射频滤波器的制造商[1] - Akoustis计划利用其集成设备制造商(IDM)业务模式服务快速增长的数十亿美元射频滤波器市场[5] 合作项目 - Akoustis与一家企业Wi-Fi接入点(AP)解决方案提供商合作,设计多个窄带和宽带专利XBAW®滤波器,用于新的4x4和2x2多用户多输入多输出(MU-MIMO)Wi-Fi 7 AP路由器[2] 颠覆性性能 - 公司将XBAW® RF滤波器纳入一系列新型路由器中,以实现新Wi-Fi 7企业解决方案的颠覆性性能[3]
Akoustis to Webcast Q2FY24 Results on February 13 at 8:00 am ET
Newsfilter· 2024-02-06 20:00
Charlotte, N.C., Feb. 06, 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, will webcast its Q2FY24 results on Tuesday, February 13, 2024, at 8:00 am Eastern Time. Management will host a question-and-answer session at the end of the call. To listen to the call by telephone, please dial 877-407-3982 (domestic) or 201-493- ...