分组1 - 公司在本季度实现了创纪录的收入,其中ATS开发收入达到创纪录的6,120万美元,同比增长28% [8][9] - 公司的独特业务模式和差异化的创新技术,以及不断增长的客户管线,使公司未来几年有望实现高于行业的增长和强劲的经营杠杆 [35] - 公司预计2024年将是一个里程碑式的一年,客户出资的资本支出将占公司大部分资本支出需求 [27][28][29] 分组2 - 公司的国防和航天航空业务是当前推动业务增长的主要驱动力,预计2024年该业务收入占比将超过50% [19] - 公司正在开发一些超越传统电子领域的新型设备,如量子计算和硅光子,为未来的高度互联的人工智能驱动的世界做出贡献 [20][21] - 公司正在向客户提供先进封装解决方案,以增强国防和商业收入增长机会 [17] 问答环节重要的提问和回答 问题1 **Nicolas Doyle 提问** 询问公司8百万美元的国防项目成本增加的原因,以及是否还有其他类似的项目 [56][57] **Thomas Sonderman 和 Steve Manko 回答** 这是一个需要额外工程工作来完成的重要国防项目,根据政府会计准则,公司需要在本季度一次性计提这笔预计的额外成本 [57][58][59] 问题2 **Krish Sankar 提问** 询问公司今年毛利率的预期,以及之前提到的2025年40%毛利率目标是否仍然合理 [69][70] **Steve Manko 回答** 由于工具销售收入占比增加,公司今年毛利率可能会略有下降,但更重要的是关注整体毛利水平。公司仍然有望实现2025年40%毛利率的长期目标 [71][72][73] 问题3 **Robert Aguanno 提问** 询问公司对Wafer Services业务的长期战略和展望 [82][83] **Thomas Sonderman 回答** 公司将利用ATS业务培育新技术和新产品,未来Wafer Services业务有望随着这些新产品的放量而恢复增长,并提升利润水平 [83][84][85][86]

0 99 138 0 63 83 30 118 120 Q1 2024 Financial Results 179 210 53 225 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ FORM 10-Q ______________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2024 ¨ 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: 001-40345 ______________________ SkyWater Technology, Inc. ...

Exhibit 99.1 SkyWater Technology Reports First Quarter 2024 Results Seventh Straight Quarter of Record Revenue and 20% Growth Year-Over-Year BLOOMINGTON, Minn., – May 8, 2024 – SkyWater Technology, Inc. (NASDAQ: SKYT), the trusted technology realization partner, today announced financial results for the first quarter 2024 ended March 31, 2024. Financial Highlights for Q1 2024: • Revenue increased 20% year-over-year to a record $79.6 million. • Gross margin decreased to 16.3% on a GAAP basis, compared to 24. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year 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: 001-40345 SkyWater Technology, Inc. (Exact name of registrant as specified in its charter) Delaware 37-1839853 (State ...

SkyWater Technology (Nasdaq: SKYT) Q4 2023 Financial Results February 26, 2024 SkyWater Technology Forward-Looking Statements ...

SkyWater Technology, Inc. (NASDAQ:SKYT) Q4 2023 Earnings Conference Call February 26, 2024 4:30 PM ET Company Participants Claire McAdams - IR Thomas Sonderman - President & CEO Steve Manko - CFO Conference Call Participants Quinn Bolton - Needham & Company Harsh Kumar - Piper Sandler Robert Mertens - TD Cowen Richard Shannon - Craig-Callum Capital Operator Good afternoon. My name is Audrey, and I will be your conference operator today. At this time, I'd like to welcome everyone to the SkyWater Technology F ...

Exhibit 99.1 SkyWater Technology Reports Fourth Quarter and Full Fiscal Year 2023 Results Sixth Straight Quarter of Record Revenue Culminates in 35% Growth Year for Fiscal 2023 BLOOMINGTON, Minn., – February 26, 2024 – SkyWater Technology, Inc. (NASDAQ: SKYT), the trusted technology realization partner, today announced financial results for the fourth quarter and full fiscal year 2023 ended December 31, 2023. Financial Highlights for Q4 2023: • Revenue increased 22% year-over-year to a record $79.2 million. ...

SkyWater Technology, Inc. (NASDAQ:SKYT) Q3 2023 Earnings Conference Call November 8, 2023 4:30 PM ET Company Participants Claire McAdams - IR Thomas Sonderman - President and CEO Steve Manko - CFO Conference Call Participants Nick Doyle - Needham & Company Richard Shannon - Craig Callum Capital Operator Good afternoon. My name is Adra, and I will be your conference operator today. At this time, I would like to welcome everyone to the SkyWater Technology Third Quarter 2023 Financial Results Conference Call. ...

SkyWater Technology (Nasdaq: SKYT) Q3 2023 Financial Results November 8, 2023 SkyWater Technology Forward-Looking Statements This presentation and the accompanying oral presentation, including answers to questions, contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements that are based on the Company's current expectations or forecasts of future events, rather than past, events and outcomes, and such statements are not guarantees ...