)
Sivers Semiconductors (SIVE) investor relations material
Sivers Semiconductors Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 delivered record revenue of SEK 72.5 million, up 24% year-over-year, with 34% year-to-date growth and strong Wireless segment performance.
Adjusted EBITDA improved by 30% year-to-date, reaching negative SEK 21.6 million, reflecting progress toward profitability.
Product revenues rose 15% year-over-year in Q3 and 19% year-to-date, supporting the transformation to a product-focused business.
Strategic partnership with Poet Technologies expands addressable markets in AI data centers and co-packaged optics.
Successful SEK 95 million oversubscribed share issue in September to fund R&D and market expansion.
Financial highlights
Q3 net sales: SEK 72.5 million, a 24% year-over-year increase and the highest Q3 revenue in company history.
Wireless net sales grew 30% year-over-year to SEK 53.1 million; Photonics net sales increased 10% to SEK 19.4 million.
NRE revenue up 27% year-over-year in Q3 and 41% year-to-date, driven by disciplined project execution.
Adjusted EBITDA for Q3 was negative SEK 10.5 million, with a year-to-date improvement of SEK 9.5 million.
Cash and cash equivalents at period end: SEK 73.5 million.
Outlook and guidance
Management maintains guidance of 20–30% aggregate growth rates over the next five years, supported by a robust pipeline.
Product sampling in Q4 and Q1 for photonics, and Q1 and Q2 for wireless, expected to drive future growth.
Allspace defense deployments expected to ramp up in 2026, with broader market expansion into 2027.
Continued growth anticipated in 2025, 2026, and 2027, based on current pipeline and customer qualification cycles.
No forward-looking financial forecasts published.
Next Sivers Semiconductors earnings date
Next Sivers Semiconductors earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage