Napatech: Reconfigurable Computing

zappa66 · mai 13, 2026, 9:12pm

Infineon collaborates with d-Matrix to optimize performance and power efficiency for interactive AI inferencing

https://www.infineon.com/market-news/2026/infpss202605-087

HGU · mai 15, 2026, 9:08am

Begynner å lukte fugl!

TekBot · mai 19, 2026, 7:49pm

Napatech A/S: Mandatory notification of trade

TekBot · august 13, 2026, 6:40pm

Napatech Receives Follow-On Production Order for AI Infrastructure Design Win

COPENHAGEN, Denmark — August 13, 2026 (OSLO: NAPA.OL) — Napatech™, a leading provider of Programmable Network Interface Cards used in data centers, today announced that it has received a follow-on production order related to a major AI-infrastructure design win secured in 2025.

The order, from a pioneer in AI inference systems, comprises approximately 2,000 units and has a multi-million-dollar value, with shipments expected to commence in the first quarter of 2027. It represents the next phase of the customer’s deployment and signals the start of scaling to higher production volumes. The order follows the initial production order for 1,000 units announced in May 2026 and represents a significant step in the progression of the program from initial production to broader deployment.
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“This follow-on order marks the beginning of the scaling phase for this deployment and is an important validation of our AI infrastructure strategy,” said Kartik Srinivasan, CEO of Napatech. “As AI inference moves to large-scale production, the architecture of the underlying infrastructure is changing. Efficiently moving and processing data across the infrastructure is becoming increasingly critical to overall system performance, and we believe programmable NICs will be a foundational building block of next-generation inference platforms. This deployment demonstrates the differentiated role Napatech can play as AI inference moves into volume production.”

The deployment utilizes Napatech’s programmable SmartNIC technology as a key component of the customer’s AI infrastructure solution, providing high-performance networking and acceleration capabilities for large-scale AI inference workloads.

The order is expected to have a positive impact on Napatech’s financial performance in 2027 and does not impact the company’s full-year 2026 guidance, which remains unchanged.

About Napatech
Napatech is the leading provider of programmable SmartNIC and DPU solutions that accelerate AI, network, storage, and security workloads for cloud, enterprise, and telecom datacenters worldwide. Through commercial-grade software suites integrated with high-performance hardware, Napatech accelerates workloads to deliver best-in-class system-level performance while maximizing the availability of server compute resources for applications, services, and revenue.

No Forward-Looking Statements
This press release may contain forward-looking statements which are only predictions and may differ materially from actual future events or results due to a variety of factors, including but not limited to, business conditions, trends in the industry and markets, global economic and geopolitical conditions, macro-economic factors, and other risks and uncertainties set forth in Napatech’s reports. The matter discussed in this release is based on current expectations and is subject to change. Napatech will not necessarily update this information. For details, visit us at www.napatech.com.

Investor Relations
Klaus H. Skovrup
Chief Financial Officer
ksk@napatech.com
+45 4596 1500

Kilde

TekBot · august 18, 2026, 7:01am

Napatech A/S: Invitation to presentation of results for H1 2026

TekBot · august 25, 2026, 6:00am

Napatech A/S: Q2 & H1 2026 Financial Results

(Copenhagen, 25 August 2026) Napatech A/S (“Napatech”, OSE: NAPA) reported revenues of USD 7.4 million in Q2 2026, corresponding to DKK 48.1 million, representing 55% growth in USD and 52% growth in DKK compared to Q2 2025. Gross margin for the quarter was 67%, reflecting continued discipline in pricing, product mix, and execution.

The company’s EBITDA in Q2 2026 improved to negative DKK 6.6 million from negative DKK 19.6 million in Q2 2025, driven by higher revenue, stable gross margin, and continued cost discipline. Cash flow from operating activities was negative DKK 32.1 million in Q2 2026, impacted by backloaded invoicing and inventory ramp-up to meet expected demand in H2 2026. Cash available at the end of H1 2026 amounted to DKK 84.3 million.
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Commercial momentum in H1 reflected strong growth in the Core Infrastructure business and encouraging progress in AI Infrastructure, where a major AI inference design win progressed into production with an initial production order. Following the end of the period, Napatech received a significant follow-on production order, signaling the start of scaling to higher production volumes.

Napatech continues to see a differentiated role for its programmable NIC technology in the evolving AI data center architecture, combining high-performance hardware and software to enable efficient, programmable data movement across increasingly heterogeneous AI systems.

Napatech remains focused on maintaining momentum in its Core Infrastructure business, converting the growing pipeline into production revenue, supporting the scaling of AI Infrastructure programs, and executing with financial discipline. Based on current performance and visibility, the financial guidance for 2026 is:

Revenue: DKK 200–240 million
Units sold: 7,700–9,700 (previously 8,700-10,700)
Gross Margin: 60–70%
Staff Expenses & Other External Costs: DKK 170–180 million
Staff Costs Capitalized to Development: DKK 5–8 million

While the revenue guidance is maintained, the guidance for units sold has been adjusted based on the results for the first half year and expectations for the second half year of 2026. The demand moves towards higher-speed, higher-value products, which carry higher average selling prices. As that mix continues to evolve, revenue growth will not necessarily translate proportionally into unit growth. Furthermore, we are expecting lower units to be sold within the AI Infrastructure segment in 2026 than originally anticipated.

For more information, please see the attached report for the first half year of 2026.

Napatech will host a webcast presentation and a conference call to discuss its first half year 2026 report today at 09:00 (CET). The presentation will be given by Kartik Srinivasan (CEO) and Klaus H. Skovrup (CFO).

The presentation will be delivered by webcast on:

Events Platform - Q4

Dial-in details for the conference call are:

DK: +45 32 74 07 10
NO: +47 57 98 94 30
US: +1 646 307 1963
UK, and all other locations: +44 20 3481 4247

Access Code: 4258574

For additional information, please contact: Klaus H. Skovrup, Chief Financial Officer Phone: +45 4596 1500 E-mail: ksk@napatech.com

About Napatech
Napatech is a leading supplier of programmable FPGA-based Data Processing Unit and SmartNIC solutions used in telecom, cloud, enterprise, cybersecurity, and financial applications worldwide. Through commercial-grade software suites integrated with robust, high-performance hardware, Napatech accelerates telecom, networking, and security workloads to deliver best-in-class system-level performance while maximizing the availability of server compute resources for running applications and services.
www.napatech.com

Kilde

theroger · august 25, 2026, 6:19am

Mye positivt, men går ned på antall solgte units i guidance

TekBot · august 25, 2026, 8:01pm

Exercise of warrants

COPENHAGEN, Denmark, 25 August 2026 – Napatech (OSLO: NAPA.OL) today reports that it will increase its share capital by a nominal amount of DKK 122,025 corresponding to 488,100 new shares as a consequence of exercises of warrants as part of Napatech’s incentive programs.

The shares are fully subscribed in cash at the following subscription prices:
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• NOK 618,750 for 307,500 new shares, corresponding to NOK 2.01 per one new share of DKK 0.25,

• NOK 313,500 for 75,000 new shares, corresponding to NOK 4.18 per one new share of DKK 0.25,

• NOK 27,300 for 3,000 new shares, corresponding to NOK 9.10 per one new share of DKK 0.25,

• NOK 98,500 for 5,000 new shares, corresponding to NOK 19.70 per one new share of DKK 0.25,

• NOK 513,200 for 75,000 new shares, corresponding to NOK 6.84 per one new share of DKK 0.25, and

• NOK 153,230 for 22,600 new shares, corresponding to NOK 6.78 per one new share of DKK 0.25.

The new shares are ordinary shares without any special rights and are freely transferable negotiable instruments. The new shares give rights to dividends and other rights in relation to the company as of the registration date with the Danish Business Authority. The new shares will be listed on the Oslo Stock Exchange as soon as possible thereafter.

The capital increase is carried out without any pre-emption rights for existing shareholders or others and is expected to be carried out in the next few days.

For additional information, please contact:

Klaus Skovrup, CFO
E-mail: ksk@napatech.com

Kilde

TekBot · august 26, 2026, 4:45am

Share capital increase from the exercise of warrants

sorrysoldout · september 1, 2026, 7:21am

Litt om NAPA i DN igår:
https://www.dn.no/bors/dn-investor/aksjer/investeringer/doblingskandidater-pa-oslo-bors-kan-doble-seg-eller-ga-tregangeren/2-1-2034246

"Nettverkskort til dataservere
– Napatech er helt åpenbart en av aksjene på Oslo Børs med størst potensiell oppside, sier Lodgaard.

Selskapet lager «smarte» nettverkskort, som kan overvåke datatrafikk eller frigjøre kapasitet på servere.

– Til nå har Napatech solgt rundt 5000 slike kort i året. De blir brukt av mange store selskaper, men kundene har bare kjøpt noen titalls eller hundretalls kort hver. Nå kan det bli snakk om titusenvis av kort i året, sier Lodgaard.

Oppsiden ligger i veksten for kunstig intelligens. Det fører til behov for flere og mer effektive datasentre. Det er et nytt segment for Napatech, og ett langt større marked, forklarer analytikeren."

Rart den ikke diskuteres mer på tekforum?

TekBot · september 1, 2026, 9:01pm

Napatech A/S: Initiation of share Buyback Program

COPENHAGEN, Denmark, 1 September 2026 – Napatech A/S (OSLO: NAPA.OL) today announces that the board of directors (the “Board”) of Napatech A/S (“Napatech” or the “Company”) has resolved to initiate a share buyback program.

The Board’s decision was made pursuant to the authorization granted by the annual general meeting in accordance with article 4.6 of the Company’s articles of association, which authorizes the Board until 25 April 2027 to acquire the Company’s own shares in one or more transactions.
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The share buyback program will commence on 1 September 2026 and end no later than 12 September 2026. Under the share buyback program, the Company intends to acquire up to 15,000 shares of nominally DKK 0.25 each, corresponding to a total nominal amount of DKK 3,750.

The purpose of the share buyback program is to facilitate delivery of Napatech shares to employees in accordance with the Company’s share-based incentive programs.

The share buyback program will be carried out in accordance with Regulation (EU) No 596/2014 (“MAR”) and Commission Delegated Regulation (EU) No 2016/1052 (the Safe Harbour Regulation).

Napatech has engaged DNB Carnegie, to manage and carry out the share repurchases in the market. DNB Carnegie will make its trading decisions independently of, and uninfluenced by Napatech.

The Company reserves the right to make subsequent changes to the above terms for the program and will in such case make appropriate announcements in this respect

This is information made public by the Company pursuant to the EU Market Abuse Regulation and subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act.

For additional information, please contact:

Klaus Skovrup, CFO
E-mail: ksk@napatech.com

Kilde

TekBot · september 1, 2026, 9:05pm

Napatech A/S: Issue of warrants

COPENHAGEN, Denmark, 1 September 2026 – Napatech (OSLO: NAPA.OL) today reports that the board of directors (the “Board”) of Napatech A/S has decided to issue warrants to the company’s CFO, Klaus Skovrup.

The Board’s decision was made in accordance with the authorization of the Board pursuant to article 7.10 of the company’s articles of association.
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A total of 100,000 warrants has been issued to Klaus Skovrup. The warrants are subject to a 4-year linear vesting period, with 25% of the warrants granted vesting yearly on 1 September, the first time being on 1 September 2027. All of the warrants will be vested on 1 September 2030.

Each warrant entitles the holder to subscribe for one new share of a nominal amount of DKK 0.25, subject to the vesting mechanism. The warrants may be exercised at an exercise price of NOK 43.30 per warrant, corresponding to the share trading price at the close of business at the Oslo Stock Exchange on 31 August 2026.

The issued warrants are subject to the Napatech Share Option and Incentive program 2024 Warrant Program, which is an integrated part of the company’s articles of association. The warrants may be exercised only after three (3) years from the date of grant, upon their vesting, and within eight (8) years after the granting of the warrants.

Following this issue, Klaus Skovrup holds 100,000 warrants in the company.

For additional information, please contact:

Klaus Skovrup, CFO
E-mail: ksk@napatech.com

Kilde

TekBot · september 3, 2026, 7:00pm

Napatech A/S Share Buyback Program completed

(Copenhagen, 3 September 2026) – On 1 September 2026, Napatech A/S (the “Company”, OSE: NAPA) launched a share buyback program as described in the company announcement of 1 September 2026. According to the program, Napatech A/S would, in the period until 12 September 2026, buy back 15,000 of its own shares of nominally DKK 0.25 each, corresponding to a total nominal amount of DKK 3,750.

The buyback program has now been completed today on the 3 September 2026. Napatech purchased the 15,000 shares at Oslo Børs at an average price of NOK 40.05 per share.
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After the transactions under the program, the Company owned a total of 78,854 shares as treasury shares, corresponding to 0.07% of the share capital.

See the enclosure for information about the individual transactions made under the share buyback program.

For additional information, please contact:

Klaus Skovrup, Chief Financial Officer
Phone: +45 4596 1500
E-mail: ksk@napatech.com

DISCLOSURE REGULATION
The share buyback program was carried out in accordance with Regulation (EU) No 596/2014 (“MAR”) and Commission Delegated Regulation (EU) No 2016/1052 (the Safe Harbour Regulation). This is information made public by the Company pursuant to the EU Market Abuse Regulation and subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act.

Kilde

sorrysoldout · september 4, 2026, 2:32pm

og nå:

hanzn · oktober 9, 2026, 7:13am

Interresant fra nordnetforum:
Sparebank 1 Markets i morges: “Ifølge Information planlegger Nvidia å investere i d-Matrix, med henvisning til tre personer som kjenner saken. Den rapporterte investeringen kommer i fotsporene på partnerskapet som ble kunngjort mellom Nvidia og d-Matrix i forrige måned. Størrelsen og vilkårene for den potensielle investeringen er ikke oppgitt, men dette ser åpenbart ut som en sterk validering av d-Matrix. For Napatech er nyheten positiv da den øker sannsynligheten for at d-Matrix skaleres kommersielt. Imidlertid gjenstår det å bekrefte Napatechs potensielle rolle i Raptor (2nd gen).”

hanzn · oktober 13, 2026, 5:52am

Dette er Stort for Napatech som her leverer Jetstream:

sorrysoldout · oktober 16, 2026, 6:59am

Fartin · oktober 17, 2026, 7:14am

En viss emisjons fare i napa når inntektene drøyer?

rokky · oktober 17, 2026, 8:09am

Mulig, volatil uke ihvertfall… Var ekstremt sterk mandag til onsdag, og så ut til å bryte opp. Falt sammen som en sekk på høyt volum etter inflasjonstallene i USA torsdag.

hanzn · oktober 17, 2026, 9:58am

Det er forventninger om at selskapet nærmer seg break-even i Q4, og at inntektene øker kraftig gjennom 2027. Det forutsetter naturligvis at salget tar seg betydelig opp, og mye står og faller på nettopp dette – forhåpentligvis med d-Matrix som en viktig driver.

Et interessant poeng, spesielt med stadig økende kostnadene knyttet til AI-compute, er at Napatechs og d-Matrix’ teknologier kan bidra til å effektivisere utnyttelsen av datacenterinfrastruktur. Det er også verdt å merke seg at Nvidia har inngått et teknologisamarbeid med d-Matrix, og at det ifølge medieoppslag vurderes en investering fra Nvidia i selskapet.

Foreløpig fremstår Napatech-caset som relativt binært, og markedet venter på større, verifiserte ordrer som kan dokumentere det kommersielle potensialet. Lykkes d-Matrix med salget, kan det også gi betydelige ringvirkninger for Napatech.

Interessant er det uansett at største aksjonær Sundt fortsetter å øke sin beholdning i Napatech, samtidig som de også er investert i d-Matrix.