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Sivers Semiconductors (SIVE) investor relations material

Sivers Semiconductors DNB Carnegie Småbolagsdag summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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DNB Carnegie Småbolagsdag summary1 Sep, 2025

Growth strategy and market focus

  • Targeting two major secular trends: AI acceleration and millimeter wave adoption, both expected to drive growth for decades.

  • Growth will occur in two waves: immediate expansion in wireless, followed by photonics (lasers) in a few years.

  • Projecting a 3–4x increase in top-line revenue over the next 4–5 years, leveraging industry multiples for significant value creation.

  • Focused on AI data centers (photonics) and satellite communications (wireless) as primary momentum markets.

  • Strategic customer selection in markets with funding and growth momentum, especially Satcom and AI data centers.

Technology and product differentiation

  • Photonics business leverages continuous wave lasers to address supply gaps and enable high-speed data center interconnects.

  • Wireless products offer 3–10x better range, compact design, and multi-orbit, multi-band, multi-beam capabilities for next-gen ground terminals.

  • Moving up the value chain by providing both RF chips and antenna array subsystems, simplifying integration for customers.

  • Manufacturing partnership with Wind Semiconductors enables economies of scale for laser production.

  • Differentiation in photonics through power level flexibility and array formats for co-packaged optics.

Commercial traction and financial outlook

  • Wireless business has achieved commercial breakthrough, with product revenues surpassing engineering revenues.

  • Customer pipeline includes major industry players like Intelsat, Raytheon, and BAE Systems, indicating scaling opportunities.

  • Notable customer opportunities: $25–50M over 4–5 years in Satcom terminals, $20–40M in fixed wireless, and $30–60M in European satellite modernization.

  • Revenue growth is outpacing previous years, with a target to reach adjusted EBITDA breakeven by 2026.

  • Ambition to deliver 25–30% CAGR and margins above 50% long-term, aiming for higher market multiples.

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Frequently asked questions

Sivers Semiconductors AB is a leading and internationally recognized technology company that supplies ICs and integrated modules through its two business areas Wireless and Photonics. Wireless develops mmWave products for advanced 5G systems for data and telecommunications networks and satellite communication. The portfolio includes RF transceivers, beamforming front end ICs, integrated mmWave antennas, repeaters, and software algorithms for optimum mmWave RF performance. Photonics develops and manufactures semiconductor based optical products for optical fiber networks, sensors and optical fiber communications (Li-Fi). The company is listed on Nasdaq Stockholm under SIVE. The head office is located in Kista, Sweden.

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