$SIVE Just had its earning yesterday.
What do you think will happen next ?
🟢Significantly expanded its opportunity pipeline to just shy of $800 million, a 77% increase over the last five months.
The company has secured its second-year US CHIPS Act contract for the electronic warfare program, indicating continued government support.
Sivers is on track for multiple product ramps in 2027, including automotive LiDAR, AI data center lasers, and SATCOM, which are expected to drive significant revenue growth.
The company is making strategic investments in its sales organization and financial controls in preparation for a potential US dual listing.
NEGATIVE POINT
🚩Q1 revenues were down 22% year over year, impacted by revenue timing effects and adverse FX movements.
🚩Adjusted EBITDA for the quarter was negative $13.8 million, reflecting revenue timing effects and continued investments.
Is the honeymoon over or we are ready for a new waves of momentum?