Allegro MicroSystems(ALGM)
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Allegro MicroSystems Wins Embedded Computing Design's Electronica 2024: Best-In-Show Award
GlobeNewswire News Room· 2024-11-20 23:00
MANCHESTER, N.H., Nov. 20, 2024 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader in power and sensing solutions for motion control and energy efficient systems, today announced that its A89224 automotive System-on-a-Chip (SoC) has won the Electronica 2024: Best-in-Show Award, presented by Embedded Computing Design. The award ceremony took place on November 12, 2024, at Electronica in Munich, Germany. The A89224 is a high-performance automotive SoC featuring an int ...
Cyient, Allegro MicroSystems Partner to Drive Innovation in Magnetic Sensors & Power Semiconductors for Automotive Industry
Prnewswire· 2024-11-15 22:20
关于合作双方公司 - Cyient是一家全球智能工程服务公司成立于1991年在印度国家证券交易所代码为CYIENT为超过300家客户提供智能工程解决方案包括全球前100名创新者中的30%致力于与利益相关者共同创造文化包容社会负责环境可持续的未来[8] - Allegro MicroSystems是一家在运动控制和能效的电源和传感解决方案方面的全球领导者在磁传感和功率集成电路方面拥有超过三十年的专业知识致力于推动汽车清洁能源和工业自动化发展以提高效率性能和可持续性的解决方案处于“汽车级”技术的先驱地位是客户成功的合作伙伴[7] 关于合作内容 - 双方扩大合作在印度海得拉巴成立卓越中心(CoE)该中心位于Cyient的Manikonda校区将专注于为汽车行业开发下一代磁传感器和功率半导体产品[1][2] - 卓越中心将容纳100多名熟练工程师专注于硅后验证设计验证模拟设计模拟混合信号验证和嵌入式系统等关键领域这一扩张显著增强了Allegro MicroSystems在印度的影响力提供了高技能人才库并促进印度技术生态系统内的合作[3] - 卓越中心将在加速Allegro MicroSystems的传感器和功率集成电路(IC)产品组合的开发方面发挥关键作用这些产品是电动汽车高级驾驶辅助系统(ADAS)和其他汽车应用中的重要组件通过利用Cyient在印度的专业知识Allegro MicroSystems旨在更快更高效地将创新产品推向市场合作还将关注应对关键行业趋势包括电动汽车对磁传感器需求的增加碳化硅和氮化镓等高功率器件的兴起以及嵌入式系统和平台日益增长的重要性[4] 关于合作意义 - 对于Allegro MicroSystems印度快速增长的汽车市场是一个巨大的机会该卓越中心将使公司能够加速磁传感器和功率半导体的创新提供前沿解决方案满足汽车行业不断发展的需求这一投资强化了公司推动电动出行清洁能源和自动化发展的承诺符合其对更安全更可持续和自主未来的愿景[5] - 对于Cyient与Allegro MicroSystems的关系在过去两年中蓬勃发展该卓越中心巩固了Cyient作为寻求开发和制造尖端半导体产品的公司的领先合作伙伴的地位[5] - 此次合作对双方公司来说是一个重要的里程碑强化了他们在汽车半导体市场推动创新的承诺该卓越中心不仅将有助于印度半导体行业的增长还将支持全球汽车行业向更可持续和技术先进的未来转型[6]
Allegro MicroSystems to Present at Wells Fargo's 8th Annual TMT Summit on December 4, 2024
GlobeNewswire News Room· 2024-11-15 21:00
MANCHESTER, N.H., Nov. 15, 2024 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced that the company will present at Wells Fargo’s 8th Annual TMT Summit on Wednesday, December 4, 2024 at the Terranea Resort in Rancho Palos Verdes, CA. Derek D’Antilio, EVP and Chief Financial Officer, is scheduled to participate in a fireside chat at 11:00 AM PST. A live and arc ...
Allegro MicroSystems Unveils Innovative Power Products for a More Energy Efficient Future
GlobeNewswire News Room· 2024-11-04 21:00
MANCHESTER, N.H., Nov. 04, 2024 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader in power and sensing solutions, today announced a groundbreaking series of Power products poised to redefine performance and efficiency across automotive, industrial and data center applications. Allegro’s innovative products, debuting at Electronica 2024, empower customers to achieve unparalleled performance while simplifying design and reducing costs. The new product lineup not only a ...
Allegro MicroSystems(ALGM) - 2025 Q2 - Quarterly Report
2024-11-01 19:39
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Securities registered pursuant to Section 12(b) of the Act: 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 September 27, 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: 001-39675 ALLEGRO MICROSYSTEMS, INC. (Exact name of r ...
Allegro MicroSystems(ALGM) - 2025 Q2 - Earnings Call Transcript
2024-11-01 02:34
财务数据和关键指标变化 - 第二季度销售额为1.87亿美元,毛利率为48.8%,运营利润率为11.7%,调整后的EBITDA占销售额的17.2% [22][24] - 第二季度销售额较上季度增长12%,但与2024财年第二季度相比下降32% [23] - 第二季度每股收益为0.08美元,较第一季度的0.03美元有所上升 [27] 各条业务线数据和关键指标变化 - 汽车客户的销售额为1.42亿美元,较上季度增长8%,但同比下降28% [23] - 电动出行销售额为7100万美元,较上季度增长14% [23] - 工业及其他销售额为4500万美元,较上季度增长27%,但同比下降42% [24] - 磁传感器销售额为1.29亿美元,较上季度增长12% [24] - 电源产品销售额为5800万美元,较上季度增长13% [24] 各个市场数据和关键指标变化 - 销售地域分布:26%来自中国,21%来自其他亚洲地区,20%来自日本,18%来自美洲,15%来自欧洲 [25] - 中国市场的电动汽车生产增长率达到20%以上,预计到2030年将超过75%的国内生产 [14][15] 公司战略和发展方向和行业竞争 - 公司专注于执行新产品路线图,推出创新解决方案,已在多个战略重点领域获得重要设计胜利 [8][9] - 公司计划在中国本地化生产,以更好地服务当地客户,并预计在年底前推出首批产品 [15][62] - 公司在电动汽车和工业市场的产品组合显示出韧性,尽管面临短期挑战,仍对未来增长持乐观态度 [20][17] 管理层对经营环境和未来前景的评论 - 管理层对全球对差异化磁传感器和电源半导体解决方案的需求表示鼓励,认为市场正在逐步恢复 [12][13] - 尽管北美和欧洲的订单模式仍存在波动,但管理层对电动化未来的承诺感到乐观 [16][17] - 管理层预计第三季度销售额将在1.7亿至1.8亿美元之间,反映出电动化进程的持续推进和客户库存的重新平衡 [32] 其他重要信息 - 公司在第二季度进行了股权回购,减少了Sanken Electric的持股比例,并增加了公司的公众流通股 [29] - 公司在第二季度的现金流为1600万美元,资本支出为1000万美元,自由现金流为600万美元 [28] 问答环节所有提问和回答 问题: 关于汽车市场的库存情况 - 管理层表示,汽车市场的库存消化在北美和欧洲仍在进行中,预计将影响短期销售 [40][92] 问题: 关于电源驱动器的市场表现 - 管理层确认,电源驱动器在市场上获得了良好的反响,尤其是在与中国OEM的合作中 [42] 问题: 关于竞争环境和定价压力 - 管理层认为,定价环境已恢复稳定,预计将维持在正常水平 [75]
Allegro MicroSystems, Inc. (ALGM) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2024-10-31 21:20
文章核心观点 - 公司本季度业绩超出预期,每股收益为0.08美元,超出市场预期0.06美元[1] - 公司过去4个季度连续4次超出市场每股收益预期[2] - 公司本季度收入为1.8739亿美元,略超市场预期[2] - 公司股价今年以来下跌26.6%,低于标普500指数21.9%的涨幅[3] 根据相关目录分别进行总结 公司业绩 - 公司本季度每股收益0.08美元,超出市场预期0.06美元,但同比下降0.40美元[1] - 公司过去4个季度连续4次超出市场每股收益预期[2] - 公司本季度收入1.8739亿美元,略超市场预期,但同比下降2.7551亿美元[2] - 公司过去4个季度连续3次超出市场收入预期[2] 股价表现 - 公司股价今年以来下跌26.6%,低于标普500指数21.9%的涨幅[3] 未来展望 - 公司未来业绩表现将主要取决于管理层在财报电话会议上的评论[3] - 分析师对公司未来几个季度和本财年的每股收益和收入预期有分歧[6][7] - 半导体行业目前在250多个扎克斯行业中排名靠后43%,历史数据显示排名靠前50%的行业相对表现更好[8] - 同行GlobalFoundries公司预计本季度每股收益和收入同比下降[9][10]
Allegro MicroSystems(ALGM) - 2025 Q2 - Quarterly Results
2024-10-31 19:07
Exhibit 99.1 Allegro MicroSystems Reports Second Quarter 2025 Results – Sales Increased 12% Sequentially to $187 Million – Manchester, NH, October 31, 2024 – Allegro MicroSystems, Inc. ("Allegro" or the "Company") (Nasdaq: ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced financial results for its second quarter ended September 27, 2024. "We delivered results in-line with our commitments. Second quarter sales were $187 millio ...
Allegro MicroSystems Reports Second Quarter 2025 Results
GlobeNewswire News Room· 2024-10-31 19:00
MANCHESTER, N.H., Oct. 31, 2024 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro” or the “Company”) (Nasdaq: ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced financial results for its second quarter ended September 27, 2024. “We delivered results in-line with our commitments. Second quarter sales were $187 million, with sequential growth in both Automotive and Industrial and Other end markets. Non-GAAP EPS was $0.08, ...
Allegro MicroSystems to Announce Second Quarter Fiscal 2025 Financial Results
GlobeNewswire News Room· 2024-10-10 20:00
MANCHESTER, N.H., Oct. 10, 2024 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (Nasdaq: ALGM) today announced it plans to release financial results for its second quarter fiscal 2025 prior to the market open on Thursday, October 31, 2024. Following the press release, Vineet Nargolwala, President and Chief Executive Officer, and Derek D’Antilio, Senior Vice President and Chief Financial Officer, will host a conference call at 8:30 a.m. Eastern Time to discuss the Company’s results and business outlook. Analy ...