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Alphawave IP Group
Alphawave IP Group (AWE) investor relations material
Alphawave IP Group has been acquired by Qualcomm Incorporated
Alphawave IP Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary29 Sep, 2025
Executive summary
Revenue for H1 2025 increased 13% year-over-year to $103.0m, but bookings fell 29% to $159.4m due to customer uncertainty following the announced Qualcomm acquisition.
Operating loss widened to $172.8m from $48.3m in H1 2024, driven by higher R&D, acquisition-related costs, and impairments.
Adjusted EBITDA loss deepened to $43.0m (negative 42% margin) from $11.8m (negative 13% margin) in H1 2024.
The Group disposed of its WiseWave joint venture in June 2025, recording no gain or loss as the investment was previously written down.
The recommended acquisition by Qualcomm, valuing the Group at $2.4bn, is expected to close in Q1 2026, pending regulatory approvals.
Financial highlights
Gross margin declined to 38% from 45% year-over-year due to higher NRE project costs and increased commissions.
Cash and cash equivalents at period end were $118.7m, down from $180.2m at December 2024 and $76.3m at June 2024.
Net debt increased to $231.4m from $171.9m at December 2024 and $141.6m at June 2024.
Pre-tax operating cash outflow was $15.3m, compared to an inflow of $50.4m in H1 2024, despite a $90.6m working capital improvement.
Bookings for License and NRE dropped 47% year-over-year, while Royalties and Silicon bookings rose 139%.
Outlook and guidance
Anticipated customer ASIC tapeouts and conversion of bookings into revenue are expected to drive significant revenue growth in H2 2025.
The acquisition by Qualcomm is expected to enhance the Group’s platform and market reach, subject to regulatory and shareholder approvals.
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Frequently asked questions
Alphawave IP Group plc is a semiconductor technology company that designs high-performance connectivity solutions for data centers, networking, and various digital infrastructure applications. The company specializes in providing silicon intellectual property (IP) for data transmission at high speeds and low power consumption. Its products are used in a range of industries, including telecommunications, artificial intelligence, and cloud computing, where efficient data transfer is critical. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.
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